Envisioning the world after war – Sound Economies with Mel & Peter, 28 May 2026

How will the global economy look like when the Russia-Ukraine and US-Iran conflicts are resolved? Let’s find out. This episode also looks at Chinese property developers investing into semiconductor firms to rescue valuations, Italy’s slow progress on reforms, and major central banks signaling openness to rate hikes amid high inflation.

Timestamp:

(00:00) – Episode rundown
(00:23) – Intro
(00:50) – Quick updates
(02:16) – China’s property firms find workaround to save valuations
(07:25) – Italy’s reform attempts fall short
(13:18) – Central banks on rate hikes amid persisting inflation
(22:33) – What’s in for the global economy beyond the US-Iran conflict
(30:03) – Our global outlook

“Sound Economies with Mel & Peter” is a weekly podcast where our founding CEO Peter Lundgreen and Manila-based Chief Economist for Southeast Asia and China Mel Lopez discuss what’s happening in economies around the world and their views of the global financial markets.

Tune in to this episode on Spotify, YouTube, and wherever you listen to podcasts.