Moving the needle – Sound Economies with Mel & Peter, 9 July 2026

Will the British economy see any sizable change under a new prime minister? We think not. This episode also looks at China possibly gatekeeping homegrown AI tools, the S&P index threatening a downgrade for Indonesia stocks, and the IMF’s odd calls for the US Fed.

Timestamp:

(00:00) – Episode rundown
(00:26) – Intro
(00:52) – Quick updates
(01:43) – China gatekeeps its homegrown AI tech
(09:30) – S&P Dow Jones warns downgrade for Indonesian stocks
(13:52) – Andy Burnham as the UK’s next PM
(24:23) – IMF cautions of higher inflation and lower growth globally
(29:24) – Our global outlook
(32:45) – Lundgreen’s Invest – High-Tech Defence Fund secures quadruple exit
(33:17) – 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.