Sound Economies with Mel & Peter: 06 February 2025
Trump the “magician” is seen as the prime mover for financial markets in recent weeks with new policies including fresh tariffs on China, Mexico and Canada, but we find other noteworthy developments outside of the US president’s moves. In this... Read More →
Sound Economies with Mel & Peter: 30 January 2025
After two quiet years, 2025 is likely to see a series of initial public offerings. We discuss which stock markets will likely see new listings in this episode. We then look to China and discuss the January contraction in manufacturing... Read More →
Sound Economies with Mel & Peter: 23 January 2025
This episode, the spotlight is on Southeast Asia's residential property market, the Chinese government's attempt to stabilize the stock market, and the US President's returns to the White House.
Video – Sound Economies with Mel & Peter: 17 January 2025
To kick off this year, we look back at the major market movers of 2024 and identify 2025 megatrends in our maiden video podcast. Here at Lundgreen’s, we see megatrends as market developments that merit consistent monitoring in terms of... Read More →
Sound Economies with Mel & Peter: 19 December 2024
Before we head off and celebrate the holidays, we end the year dissecting the merger talks of Japanese carmakers Honda and Nissan amid the global EV race. We also tackle the impact of the US Fed’s rate cut and forward... Read More →
Sound Economies with Mel & Peter: 12 December 2024
We’re counting down to the holidays and to the changing of the guard in the US. Amid increased volatility, we look into China’s way forward in boosting private consumption, the mainland’s antitrust probe on Nvidia, and the fate of the... Read More →
Sound Economies with Mel & Peter: 5 December 2024
In this episode, we discuss Trump’s vow to block Nippon Steel’s acquisition of US Steel and how the policy is more symbolic than progressive, as well as net equity inflows into the UK after three straight years of recording net... Read More →
Sound Economies with Mel & Peter: 28 November 2024
Hear about the US Federal Reserve’s slow approach towards further rate cuts, Japan’s $250-billion economic stimulus that includes cash subsidies for households, the reaction of Chinese markets to Trump’s threat of imposing bigger tariffs on his first day back at... Read More →
Sound Economies with Mel & Peter: 21 November 2024
This time around, we talk about Indonesia’s ban on the sale of iPhone 16s and Apple’s USD 100-million offer to re-enter this market, new missile attacks and conversations towards a ceasefire between Russia and Ukraine, global producer price movements and... Read More →
Sound Economies with Mel & Peter: 14 November 2024
Major economies are on the spotlight in this episode. The discussion involves Germany’s political transition that’s unsupportive of growth; Thailand adding two holidays in 2025 hoping to spur domestic tourism; and the ways forward for China and the US amid... Read More →