Sound Economies with Mel & Peter: 29 January 2026
Trump’s wild rhetoric has claimed new victims: the US dollar, which suffered a continuing slide against the yen; and consumer confidence that has plunged to a 12-year low. This bolsters our forecast of a 10% slide for the dollar this 2026. For Asia, we echo red flags raised regarding Indonesian stocks and draw optimism from new India-EU and China-Canada trade deals.
Time stamps:
00:00 – Start
00:30 – Quick updates
02:32 – The latest on global markets
03:46 – Corporate governance issues hounding listed Indonesian firms
10:18 – New trade deals in Asia
15:47 – Waning American consumer confidence
20:42 – US dollar slide
26:56 – Our global forecast
“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, YouTube, and Apple Podcasts.
