Sound Economies with Mel & Peter: 20 August 2025

Global assets are getting hot, and a mega rate cut from the US Fed will send prices even higher. In this episode, we discuss if our “overweight” risk rating is worth keeping. We also keep an eye out on protectionist rice trade affecting the Philippines and Vietnam, a public effort to boost Singapore stocks, and Powell’s upcoming Jackson Hole speech this weekend.

“Sound Economies with Mel & Peter” is a weekly podcast show where our founding CEO Peter Lundgreen and Manila-based Chief Economist 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.