Hardly a reset – Sound Economies with Mel & Peter, 25 June 2026

Oil prices are back to pre-conflict levels amid good progress on US-Iran negotiations, yet financial markets and household lifestyles did not get a reset from the high costs the war brought on. We explore what’s next after high fuel prices, a brief sell-off of AI stocks, the latest on MSCI’s ruling on Indonesia, and Japan’s momentum in arms exports in this episode.

Timestamp:

(00:00) – Lundgreen’s Invest – High-Tech Defence Fund secures quadruple exit
(00:31) – Episode rundown
(00:51) – Intro
(01:20) – Quick updates
(03:21) – Relaxed defence exports in Japan
(07:08) – Global AI stocks sell-off
(11:46) – MSCI postpones decision on Indonesian stock market
(16:32) – Oil prices back to normal?
(24:53) – 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.