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20250124 US Dollar Strength Amid Trade Fears and Portfolio Update
Episode 115 β€’ 24th January 2025 β€’ The Money Mosaic β€’ Pastime Agency
00:00:00 00:07:59

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πŸŒπŸ’± The US Dollar surged due to trade war fears and strengthened across major currency pairs. UK's rising unemployment rate πŸ“‰ weakened the Pound Sterling πŸ’·, while European stock markets maintained a sideways trend despite a declining Euro. The Federal Reserve meeting 🏦 on Jan 29 is expected to temper market optimism, influencing currency markets. Additionally, BoJ's potential rate hike πŸ“ˆ raised speculation but couldn't limit USD/JPY's upside. Investor sentiment 😐 remains cautious amidst geopolitical developments like tariff threats and potential TikTok deal impacts. πŸ“Š. 🌍 Global economy projected to grow πŸ“ˆ GDP at 3.1% in 2025, with inflation easing to 3.5% πŸ“‰. Key regional insights: U.S. soft landing πŸ‡ΊπŸ‡Έ, Europe's trade policy challenges πŸ‡ͺπŸ‡Ί, and China's market struggles πŸ‡¨πŸ‡³. Top ETF sectors include energy ⚑, healthcare πŸ₯, financial services πŸ’°, and consumer staples πŸ›’. Portfolio strategies emphasize diversification πŸ”„, currency risk management πŸ’±, and periodic rebalancing ⏳.

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