Episode
Weaker Dollar, Stronger Tech
- Podcast
- Macro Pulse
- Published
- Jan 29, 2026
- Duration seconds
- 764
- Processing state
not_requested
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Summary
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