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Euro resilience dominates as yields recalibrate USD moves
Season 2 Episode 28
London session: EUR/USD in a tight range as eurozone data steers euro and US yields 💶💹. EUR resilience shows when data beats; USD strengthens on surp…
9 months, 3 weeks ago
Tech Leadership and AI Rally With Disciplined 5% Risk Cap
Season 2 Episode 27
Deborah and Kieran analyze a Focus ETF lineup: VUAG plus MSFT, NVDA, BA, BAKK, CCJI, highlighting AI-driven tech momentum, macro liquidity, and a str…
9 months, 3 weeks ago
Structured UK Alternatives with Clear Entry/Exit Bands
Season 2 Episode 26
UK market snapshot 💷💱 and macro backdrop, followed by sector reviews: crypto 🪙, UK REITs 🏢, green energy ♻️, P2P 💳, VC 🚀, and listed PE 🏦. Clear ent…
9 months, 4 weeks ago
Focus ETF Powers Higher in Tech and AI Rally
Season 2 Episode 25
Deborah and Kieran break down the Focus ETF journey, led by AI/tech momentum (VUAG) with MSFT, NVDA, and megacaps driving gains. They map key levels,…
9 months, 4 weeks ago
Cautious, data-driven macro cues guide major FX moves
Season 2 Episode 24
Data-driven macro cues keep FX ranges tight as US inflation cools and eurozone activity improves 🇺🇸🇪🇺. EUR/USD, GBP/USD, and USD/JPY hover in cautiou…
9 months, 4 weeks ago
Diverging rate paths and macro cues drive London FX
Season 2 Episode 23
London FX pivots on diverging rate paths, macro cues, and risk sentiment across EUR/USD, GBP/USD, and USD/JPY, with data, central-bank messaging, and…
10 months ago
Tech Megacaps Drive Momentum Within 5% Risk Framework
Season 2 Episode 22
Deborah and Kieran dissect a 5-name focus portfolio led by VUAG, MSFT, and NVDA, with defense (BA) and UK/Japan exposures (BAKK, CCJI). The discussio…
10 months ago
Tech leadership and AI-driven demand lifts markets
Season 2 Episode 21
Tech leadership and AI-driven demand push equities higher, led by VUAG, MSFT, and NVDA. The hosts discuss macro context, sector exposure, and discipl…
10 months ago
Dollar sensitivity to risk appetite and growth surprises
Season 2 Episode 20
🌍 Market overview: macro prints and risk sentiment keep FX in tight ranges as weekend risk approaches. 💶 EUR/USD remains range-bound, flashing mean-r…
10 months ago
Euro Strengthens as US Yields Retreat in London Session
Season 2 Episode 19
London session recap: EUR/USD above 1.10 as US yields retreat; GBP/USD eyes a breakout near 1.2650; USD/JPY around 160 with data and policy cues in f…
10 months, 1 week ago