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20250210 Strategic ETF Portfolio Analysis and Portfolio Update
Episode 133 β€’ 10th February 2025 β€’ The Money Mosaic β€’ Pastime Agency
00:00:00 00:08:57

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🌍 Manufacturing declines πŸ“‰ as the US PMI shows contraction. πŸ‡―πŸ‡΅ Japan logs record wage growth πŸ“ˆ, fostering yen optimism and BoJ rate hike expectations. Meanwhile, πŸ‡ΊπŸ‡Έ US sees a dip in job openings, dampening dollar strength πŸ’΅. Geopolitical tensions 🌏 and monetary policy divergence influence currency performance, with USD/JPY seeing a bearish short-term outlook πŸ“Š. Key pairs testing critical support/resistance levels, while traders brace for upcoming high-impact events like NFP and Powell's testimony πŸ“†.. 🏦 Economic trends & geopolitics influence markets πŸŒπŸ“ˆ. ETFs analyzed: ISF πŸ“Š AstraZeneca/Shell dominate, I500 🍎 Apple/Microsoft lead, ESIE 🌐 energy sector risks, HSJP πŸš— Japan's automotives, and VHYL πŸ“₯ dividend focus. Suggestions: diversify, rebalance, hedge risks βš–οΈ, monitor currency effects πŸ’±, and target growth/value balances πŸ“‰πŸ“ˆ..

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