Sound Economies with Mel & Peter: 9 October 2025
The IMF is warning about a potential stock market correction following an AI-driven surge this year, but we think it shouldn’t cause panic. In this episode, we also look at the opposite tales of premiership in Japan and France in... Read More →
Sound Economies with Mel & Peter: 2 October 2025
What others see as a persistent dollar weakness, we attribute to emerging market currencies gaining momentum — and we explain why. In this episode, we also talk about the ADB’s tempered outlook towards Southeast Asia, China’s week-long holiday spending spree,... Read More →
Sound Economies with Mel & Peter: 25 September 2025
The US stock market is likely headed towards a correction sooner than later, and global investors should take this opportunity to reconsider their portfolios as many remain underweighted in Asian assets. Our anniversary episode also looks at Thailand’s new stimulus... Read More →
Sound Economies with Mel & Peter: 18 September 2025
The US Fed has delivered its first rate cut for 2025 — smaller than what we saw needed, but affirms our view that a tighter job market is now a bigger concern than inflation. We also look at lower credit... Read More →
Sound Economies with Mel & Peter: 12 September 2025
This episode, we dive into the strong rally of China stocks, review the French government’s collapse, and explain our expectations for a jumbo rate cut from the US Fed. We also discuss megatrends concerning Europe and Asia as well as... Read More →
Sound Economies with Mel & Peter: 4 September 2025
Political unrest has been pushing markets on edge globally. In this episode, we look at governance issues triggering protests in Indonesia and the Philippines, observe the changing of the guard in Thailand and France, and unpack warmer ties between India... Read More →
Sound Economies with Mel & Peter: 28 August 2025
France is on the cusp of a political crisis as Prime Minister Francois Bayrou rushes to rein in public debt, and we discuss how this makes French assets less investable. Also, we look at Fed Chair Jerome Powell opening the... Read More →
Sound Economies with Mel & Peter: 20 August 2025
Global assets are getting hot, and a mega rate cut from the US Fed will send prices even higher. In this episode, we discuss if our “overweight” risk rating is worth keeping. We also keep an eye out on protectionist... Read More →
Sound Economies with Mel & Peter: 14 August 2025
It’s time for change at the US Fed: we now see a 50bp rate cut by September in response to softer economic activity and a weaker job market. In this episode, we also discuss a global oil oversupply, the US’... Read More →
Sound Economies with Mel & Peter: 7 August 2025
India is pressured to stop its purchases of Russian oil, but we do not see this triggering a surge in prices anytime soon. We also dive deeper into Q2 GDP numbers for Indonesia and the Philippines, review resilient startups across... Read More →