Sound Economies with Mel & Peter: 9 October 2025
The IMF is warning about a potential stock market correction following an AI-driven surge this year, but we think it shouldn’t cause panic. In this episode, we also look at the opposite tales of premiership in Japan and France in the face of fiscal issues, and a plan to extend aid to US farmers losing out from tariff-related backlash.
Time stamps:
00:00 – Start
00:55 – Quick updates
02:41 – The latest on global markets
03:26 – Japan’s first female prime minister
07:01 – France changes prime minister yet again
09:08 – The parallels between France and Germany: Lack of reforms
12:27 – US tariffs and the backlash on domestic farmers
16:54 – IMF warns of potential stock market correction correlated to AI bubble
24:15 – Our global outlook
“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.
