POWELL’S BOMBSHELL: CURRENCY CARNAGE & ECONOMIC CHAOS!

● Currency War Erupts, FOMC Divided

Comprehensive Summary of Economic Outlook Amid Currency War and FMC Meeting

1. Currency War, Core Situation of Dollar Glut

Conflicts have recently intensified within the FMC meeting.

The essence of the currency war stems from the current dollar glut, not the past dollar shortage.

The financial nuclear weapon hidden by the U.S. and its strategy to maintain dollar hegemony are noteworthy.

The move to weaponize liquidity is significantly impacting the overall economy.

2. Changes in Asset Markets and Reinterpretation of Past Cases

In the past, currency depreciation led to stock price declines and the IMF financial crisis.

Currently, the dollar glut is causing the exchange rate to strengthen, potentially attracting foreign investors.

The case of asset bubbles forming due to the strong Japanese yen after the 1985 Plaza Accord is re-examined.

A strong exchange rate can lead to a short-term surge in assets but is a long-term factor increasing uncertainty.

3. Chain Effect of Strong Currency and Increased Liquidity

A strong domestic currency stimulates foreign investors’ preference for assets.

As the dollar continues to weaken, central banks in each country are printing domestic currency to buy foreign currency.

This leads to a sharp increase in market liquidity, increasing the possibility of asset bubbles and financial crises.

4. Interest Rate Cut Debate and Economic Outlook at FMC Meeting

The debate over cutting the benchmark interest rate is heated at the FMC meeting.

Most members believe that cutting interest rates is not appropriate, but some argue for it to boost economic growth.

Arguments clash over whether inflation is temporary or not regarding factors causing price increases.

Director Christopher Waller’s comments on stablecoins also act as an important variable in the overall discussion.

5. Global Economic Uncertainty and Strategic Response

Complex factors such as exchange rates, interest rates, and tariffs are increasing uncertainty in the overall global economy.

Changes in major countries’ policies can also affect emerging market asset markets.

Increased liquidity and the strategy to maintain dollar hegemony are key variables that will determine the future economic flow.

The global economic development pattern may change significantly depending on the economic situation this week and the outcome of the FMC meeting.

< Summary >

The currency war is a financial war stemming from the dollar glut.

Unlike in the past, a strong currency can induce inflows of foreign investment and asset bubbles.

At the FMC meeting, opinions on interest rate cuts and inflation are clearly divided, increasing global economic uncertainty.

Key keywords such as economic outlook, currency war, FMC meeting, interest rate cuts, and dollar hegemony are major variables that will determine the future financial environment.

*YouTube Source: [이효석아카데미]

– [속보효] 글로번 환율전쟁 시작! 더 심각해진 FOMC 내부분열

● Tesla’s Self-Driving Expansion, Europe Sales Dip, Meeting Delay

Tesla Autopilot and Global Electric Vehicle Market Issues Roundup

1. Czech FSD Bill Passes and Autopilot Liability Division

Latest news on Tesla FSD. The bill passed in the Czech Republic allows unsupervised version of FSD to be operated from January 2026.
According to this bill, in the event of an accident during autonomous driving, the manufacturer is responsible, and the driver is responsible if the driver fails to intervene despite being required to do so.
This is likely to reduce the burden on Tesla.
Other countries such as Norway and the United States are also preparing the legal environment for FSD.

2. European Tesla Vehicle Sales Trends and Pattern Analysis

Tesla’s sales in Germany and the UK in April decreased by 46% and 62%, respectively.
These figures are not a large proportion of total sales and are merely due to the special pattern of initial deliveries at the beginning of the quarter.
In the annual sales trends of 15 European countries, quarterly delivery schedules are repeated, and there are differences related to delivery distance.
In particular, large differences occur at the end of the quarter when deliveries occur simultaneously.

3. Tesla Shareholders Meeting and Elon Musk Compensation Issues

It is noteworthy that Tesla has not yet confirmed the schedule for the shareholders meeting.
This year’s shareholders meeting is expected to be an important agenda item to discuss the full-scale implementation of the robot taxi business and solutions related to Elon Musk’s compensation plan.
Along with the controversy over the withdrawal of the compensation plan, future compensation systems and related discussions are of great interest to investors.
At the same time, Tesla is showing its technological prowess and fundamentals in the electric vehicle and autonomous driving fields.

4. SpaceX Space Industry Achievements and Reusable Rocket Innovation

Like SpaceX’s 4-hour space video, the opening of the era of reusable rockets is important.
SpaceX, led by Elon Musk, is innovating the space industry with Dragon spacecraft traveling to and from the International Space Station and launching numerous cargo.
These achievements, combined with Tesla’s technology, act as a positive signal to increase investor confidence.

5. Arrival of the Autonomous Driving Era and Sustainable Investment Perspective

The arrival of the autonomous driving era is a foregone conclusion.
The market still needs time to fully accept it through evidence and understanding.
Investors should focus on long-term fundamentals and sustainable investment strategies rather than short-term volatility.
In particular, Tesla’s autonomous driving (FSD) development, electric vehicle technology, and Elon Musk’s innovation strategy are major factors.

< Summary >
Summary of key issues such as Tesla's autonomous driving-related bill passage, European sales patterns, shareholders meeting and Elon Musk compensation discussions, and SpaceX space innovation.
The Czech bill is expected to reduce Tesla's burden by distinguishing between manufacturer and driver responsibilities.
In Europe, sales volume changes are seen according to quarterly delivery patterns.
Attention is focused on future strategies due to the unconfirmed shareholders meeting schedule and controversy over the withdrawal of the compensation plan.
SpaceX is leading innovation in the space industry with the success of reusable rockets.
Investors emphasize evidence-based understanding and long-term investment.
Key words: Tesla, autonomous driving, FSD, Elon Musk, electric vehicles.
</ Summary>

*YouTube Source: [허니잼의 테슬라와 일론]

– 테슬라 자율주행 규제 허가 국가 추가! 유럽 판매량 급감 노이즈 / 주총 연기

● US-China Talks, Powell’s Dilemma, Ackman’s X

Comprehensive Analysis of the FMC – Powell’s Concerns, Global Exchange Rate Trends, and a Summary of Key Economic Issues Such as Trump’s Tariff Policies

1. Powell and the Fed’s Complex Dilemma

Powell faces several economic concerns ahead of today’s FMC.
Amid President Trump’s continuous demands for interest rate cuts,
the Fed must balance between stagflation and the possibility of a recession.
While the first quarter GDP showed negative growth, it is expected to turn positive in the second quarter.
Hard data such as employment figures, ISM indices, and Michigan’s expected inflation are mixed.
Therefore, Powell is at risk of being criticized for moving too early and for moving too late simultaneously.

2. U.S. Economy and Interest Rate Outlook

The Fed is likely to hold interest rates steady, but inflation remains an important variable.
The real interest rate stands firm at 4.2%.
Recent upward revisions in the U.S. GDP forecast suggest the resilience of the U.S. economy.
Experts analyze that depending on the U.S. interest rate policy and the slowdown phase of the U.S. economy,
funds may flow into the U.S. later, affecting both interest rates and the dollar.
Interest rates, exchange rates, economic outlook, U.S. economy, dollar – these five key SEO keywords are directly related to this issue.

3. Trends in Exchange Rate and Commodity Markets

The recent surge in the Taiwanese dollar and the appreciation of the Korean won are noteworthy.
The sale of U.S. Treasury bonds by Taiwanese life insurance companies and the surge in the Taiwanese dollar are analyzed as unusual.
At the same time, major commodity prices, especially oil and gold, are soaring,
and the dollar’s weakness is becoming increasingly apparent.
Changes in the paradigm of oil price determination, such as Saudi Arabia’s declaration of increased production,
are expected to be an important variable in the outlook for the U.S. and global economy.
The dollar’s weakness is likely to reverse depending on the U.S. economic recovery or changes in interest rate policy.

4. Global Trade and Trump’s Tariff Strategies

Trump has hinted at tariff reductions and gradual tariff adjustments,
opening the possibility of encouraging companies to reorganize their supply chains from China.
Progress in trade negotiations between Treasury Secretary Bacent and Switzerland and China is also a positive sign.
Markets analyze that a cautious approach is needed regarding the impact of tariff issues and trade negotiations on the global economic slowdown and the U.S. stock and bond markets.
Depending on Trump’s remarks and future changes in tariff policy,
exchange rates and U.S. economic trends are expected to be greatly affected.

5. Short-Term Outlook and Future Key Points to Watch

Powell’s remarks the day before the FMC are expected to directly affect the dollar index in the short term.
Exchange rates and dollar weakness, rising commodity prices, and U.S. economic indicators
are expected to be important points to watch in future policy decisions.
Technically, whether the dollar’s lower resistance line is broken
and the policy direction of other central banks are key factors that will determine the mid- to long-term market trend.
Today’s bidding situation, the fall in 10-year Treasury yields, and news of trade agreements may also
have a positive impact on the market, fueling the phenomenon of global funds flocking to the United States.

The comprehensive analysis of the FMC focuses on the risk that Powell faces of receiving criticism from both sides between Trump’s pressure and U.S. interest rate policy.
The Fed is trying to balance between stagflation and the possibility of recession,
and upward revisions in the U.S. GDP forecast and hard data such as employment and ISM are sending conflicting signals.
At the same time, the surge in the Taiwanese dollar and rising oil and gold prices support the dollar’s weakness,
and global trade and Trump’s tariff strategies will be key factors.
In the short term, Powell’s remarks and changes in exchange rates, interest rates, and the U.S. economy are
expected to have a significant impact on the market.
Key SEO keywords such as interest rates, exchange rates, economic outlook, U.S. economy, and dollar are major issues.

*YouTube Source: [Maeil Business Newspaper]

– [홍장원의 불앤베어] 미국 – 중국 공식 협상 본격 시작. FOMC 앞둔 파월의 심각한 고민. 애크먼의 X글, 무엇을 의미하나