House it going? – Sound Economies with Mel & Peter, 3 September 2026

Speculative purchases have driven Florida’s home valuations down, a similar problem which China now seeks to get out of. We explain if this housing crisis should worry investors. In this episode, we also look at factors sustaining a global bond selloff and our expectations regarding Germany’s local election this weekend.

Timestamp:

(00:00) – Episode rundown
(00:18) – Intro
(00:46) – Quick updates
(04:40) – Global bonds selloff persists
(10:15) – Shifts in housing markets in China and US
(23:55) – Germany’s upcoming local election and its version of a tax reform
(31:16) – Our global outlook
(32:40) – Lundgreen’s Invest – High-Tech Defence Fund secures quadruple exit
(33:10) – Lundgreen’s Capital – Next big step: IPO in 2 years

“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.