Political tremors rock euro bonds – Sound Economies with Mel & Peter, 13 August 2026

Great political uncertainty is likely to send credit spreads in France and Germany higher ahead of their respective elections. This episode, we also look at credit concerns regarding India’s ‘cockroach’ youth protests, South Korea and Taiwan eclipsing Japan exports, and mega-IPOs to watch out for.

Timestamp:

(00:00) – Episode rundown
(00:17) – Intro
(00:45) – Quick updates
(02:37) – Fitch Ratings raises alarm on India’s youth political unrest
(12:03) – Taiwan and South Korea overtake Japan in tech exports
(16:47) – Mega IPOs in the spotlight
(25:25) – Upcoming French and German elections send rumblings in EU bond market
(31:36) – Our global outlook
(33:26) – Lundgreen’s Invest – High-Tech Defence Fund secures quadruple exit
(33:56) – 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.

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