Episode 130
20250207 Global Markets & ETF Portfolio Insights and Portfolio Update
The Money Mosaic Β· Pastime Agency
February 7, 20258m 36s
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Show Notes
π Japan's wages surged π―π΅ hitting the strongest growth in decades, boosting JPY and reinforcing BoJ's hawkish outlook. Meanwhile, US job openings decline πΊπΈ hinting at a cooling economy and supporting a Fed easing stance. Diverging policies drive USD/JPY volatility, with technical analyses showing bearish trends. Risk appetite grows for JPY as geopolitical tensions persist. ππ±. π Trade tensions π‘οΈ impacting markets; tariffs π’οΈ affect energy sector and corporate earnings. π Key changes for U.S., Europe, and Asia economies π. π¦ Portfolio risks include currency & market volatility, emphasizing diversification βοΈ and sector allocation π..