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. 👉 Join MM Max — visit the WEFC page to download the full PDF presentation. 🎙️Voice powered by Sayes - an AI-driven voice cloning platform enabling multilingual podcast and content creation rapidly, preserving authentic voice tones and expanding global reach. -- Hosting provided by SoundOn