Marc Chandler - US Economic Data Recap & Why Is the BoJ Intervening In the Currency Markets

US economy shows bifurcation with robust jobs growth and high GDP tracking while consumer sentiment plunges to record lows amid persistent inflation.

Bank of Japan's suspiciously timed currency interventions highlight growing global central bank policy divergence, particularly against weak European economic data.

Global AI buildout fuels unprecedented weekly gains in Asian equity markets like KOSPI and TAIEX, while Vietnam emerges as a major supply chain winner.