01/06/26: Iran deal, Micron Technology & UK growth data

About this episode

The episode discusses recent events including the Iran deal, Micron Technology, and UK growth data while providing insights from the Multi-Asset Solutions Investment Team.

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead. These are the Multi-Asset Solutions Investment Team's views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds. Marlborough ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), and Danny Knight (British).

Topics covered

• Iran deal
• Micron Technology
• UK growth data
• investment advice
• market analysis

Keywords

• Iran deal
• Micron Technology
• UK growth data
• investment advice
• market analysis

Mentioned in this episode

Organizations: Marlborough ICAV, Micron Technology

Places: Ireland

More episodes of Carrick Espresso Podcast

• 08/06/26: SpaceX IPO special · June 8, 2026 · 10 min
• 26/05/26: Earnings season ending, NVIDIA results & positive global markets · May 26, 2026 · 7 min
• 18/05/26: Record breaking weeks, Labour leadership & Beijing summit · May 18, 2026 · 9 min
• 11/05/26: Earnings season, South Korea & US job markets · May 11, 2026 · 6 min
• 05/05/26: US earnings, central bank meetings & AI expenditure · May 5, 2026 · 8 min
• 27/04/26: S&P highs, oil price surges & AI stocks · April 27, 2026 · 7 min