What others see as a persistent dollar weakness, we attribute to emerging market currencies gaining momentum -- and we explain why. In this episode, we also talk about the ADB's tempered outlook towards Southeast Asia, China's week-long holiday spending spree, and weaker US private sector jobs data.

Time stamps:

00:00 - Start

00:54 - Quick updates

01:41 - The latest on global markets

02:43 - ADB's latest Southeast Asia economic outlook

08:26 - China's week-long holiday

14:06 - A weaker USD or stronger emerging market currencies?

19:00 - US' private sector job market slip and government shutdown

22:30 - Our global outlook