Sound Economies with Mel & Peter: 8 April 2025
We find that the world is changing at an unprecedented pace as Trump’s tariffs creating a “homemade” crisis for the American economy. Join us as we dissect the impact of Trump’s mega tariffs ahead of its 9 April enforcement, which... Read More →
Latin America amid the US’ intensified trade war
As the US escalates its trade war with new tariffs on key global partners, Latin American countries stand at a crossroads. Can the region turn these challenges into opportunities for economic diversification and growth?
Next Week in China: 7-11 April 2025
The next two weeks of April 2025 will be significant for major data releases concerning Mainland China.
Sound Economies with Mel & Peter: 3 April 2025
After a strong two-year run, we changed our risk allocation for US stocks from overweight to neutral in light of mounting uncertainties about the American economy, exacerbated by Trump’s new tariffs, and greatly prefer the inclusion of more alternative investments... Read More →
Gabriel Galípolo and the future of Brazil’s interest rates
Gabriel Galípolo has stepped in as Brazil's new central bank governor with inflationary pressures, fiscal challenges, and global uncertainties in tow. Can he balance high growth ambitions with monetary discipline?
UK’s budget conundrum
The United Kingdom is at a crossroads as it seeks to contain its ballooning public debt while raising additional funds to sustain social services.
Kick-starting the German economy on a grant
The German economy has contracted since 2023, and the outlook has become even worse for this year. Debt-driven growth will change the situation for some time, but something is fundamentally wrong – and nobody talks about it.
Greece is leading the way
The Draghi report concluded that the EU is completely behind in international competitiveness, but Greece is showing the way forward in boosting labour productivity.
India getting back to high growth gear with tax cuts
The Indian government is looking to perk up economic growth by handing USD 12 billion in disposable income to middle-class citizens to boost consumption.
Global Quarterly Q1 2025
We present our latest Global Quarterly magazine from Lundgreen’s Investor Insights, where we look at emerging developments concerning the world’s biggest economies that collectively account for two-thirds of global GDP.