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