Dollar weakness, Fed tension, and Asia’s monetary divergence—this week’s episode dives into how these forces are colliding to reshape the global financial landscape. The dollar has dropped 10% this year as markets price in rate cuts, even while Fed officials clash over direction and speculation swirls around Powell’s future.
Meanwhile, the Israel-Iran ceasefire has stripped away geopolitical premiums, exposing an uneasy macro reality: a faster-than-expected manufacturing slowdown, rising semiconductor overcapacity, and early signs of demand fragility. In Asia, Hong Kong’s peg defense signals a turning point in regional liquidity dynamics—with broader implications for rate-sensitive equities and capital flows.

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