Weaker Dollar, Stronger Tech
Financial markets have seen renewed gyrations in recent weeks, with a weaker US dollar, higher interest rate volatility and shifting capital flows reviving discussion of a “Sell America” narrative — so far more a marginal rebalancing than a wholesale retreat. In our charts this week we focus on:
Global growth conditions
The US dollar
Consumer confidence in the US and Europe
Financial markets and data surprises
The US economy and AI
Taiwan’s economy and AI
The skinny
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