20250207 Global Markets & ETF Portfolio Insights and Portfolio Update

📈 Japan's wages surged 🇯🇵 hitting the strongest growth in decades, boosting JPY and reinforcing BoJ's hawkish outlook. Meanwhile, US job openings decline 🇺🇸 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. 🌏💱. 🌐 Trade tensions 🛡️ impacting markets; tariffs 🛢️ affect energy sector and corporate earnings. 📉 Key changes for U.S., Europe, and Asia economies 🌍. 🏦 Portfolio risks include currency & market volatility, emphasizing diversification ⚖️ and sector allocation 📊..