The OECD has pointed to increasing nervousness towards US assets as it cut global growth forecasts thanks to the tariff war. This matches our tempered house view towards US investments, which we think are less attractive now. We also talk about the US dollar’s depreciation, China’s possible intervention in a BYD-waged price war in the EV space, and Indonesia’s cash stimulus program.
“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.
