European Stocks Rally, U.S. Tax Cuts & Germany’s Confidence Drop: PALvatar Market Recap - February 26, 2025

European Stocks Rally, U.S. Tax Cuts & Germany’s Confidence Drop: PALvatar Market Recap - February 26, 2025

🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. Markets React to European Stock Gains, U.S. Tax Cuts & ECB Rate Speculation 📈 European stocks surge, with the DAX up 1% as markets react positively to a U.S.-Ukraine minerals-sharing deal aimed at bolstering Ukraine’s war effort. 💰 House Republicans approve Trump’s $4.5 trillion tax cut plan, pushing the dollar higher and lifting Treasury yields as the bill moves to the Senate. 📉 Germany’s consumer confidence plunges to -24.7, its lowest since April, missing forecasts due to cost pressures and political uncertainty. 🏦 ECB rate cut speculation grows as Europe’s economy shows signs of weakening—EUR/USD under pressure. Stay ahead of the market action—tune in now. 🎧 🔹 Why tune in? Stay ahead of market-moving developments with concise, data-driven insights. 🔹 Who should listen? Traders, investors, and macro enthusiasts looking for real-time market intelligence. 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Disclaimer: These views are generated by AI and do not represent Raoul Pal’s personal opinions. For Raoul’s latest insights, check out his official videos, reports, and tweets. Connect with Raoul: Twitter (X): https://twitter.com/RaoulGMI Instagram: https://www.instagram.com/raoulgmi/ LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/ Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2036)

Immaculate Disinflation?

Immaculate Disinflation?

🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai On February 28-29, 2024, join over 5,000 attendees for SuperAI Singapore, the largest AI event in Asia. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage to explore the next wave of AI technologies. Singapore will become a vibrant AI hub for a week from February 26 to March 3, with over 150 side events that will make for unparalleled networking opportunities. Darius Dale, founder of 42 Macro, joins Maggie Lake to discuss the Fed's next move after the latest inflation figures and explore what the market might already be pricing in. You can find more of Darius' incredible research here: www.42macro.com 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Marras 202343min

Is Gold ready to shine?

Is Gold ready to shine?

🔥 On February 28-29, 2024, join over 5,000 attendees for SuperAI Singapore, the largest AI event in Asia. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage to explore the next wave of AI technologies. Singapore will become a vibrant AI hub for a week from February 26 to March 3, with over 150 side events that will make for unparalleled networking opportunities. Visit www.realvision.com/superai for 20% off tickets and enter the code REALVISION. Dale Pinkert, Trading Coach at TradeGatehub, joins Maggie Lake to discuss the intricacies of the recent market movement in bonds, the impact of the US dollar on the Euro, and examine the setup for gold & bitcoin. You can find more of Dale's incredible research and trade ideas here: https://www.forexanalytix.com Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

29 Marras 202339min

Is The Fed Done Raising Rates?

Is The Fed Done Raising Rates?

Tony Greer, founder of TG Macro and editor of the Morning Navigator, joins Maggie Lake to discuss the latest market movements, particularly the decline in bond yields and the spike in oil prices ahead of Thursday's OPEC + meeting. You can find more of Tony's independent research and trade ideas here: www.tgmacro.com On February 28-29, 2024, join over 5,000 attendees for SuperAI Singapore, the largest AI event in Asia. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage to explore the next wave of AI technologies. Singapore will become a vibrant AI hub for a week from February 26 to March 3, with over 150 side events that will make for unparalleled networking opportunities. Visit www.realvision.com/superai for 20% off tickets and enter the code REALVISION. Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Marras 202334min

Will Risk Assets Keep Rallying Into 2024?

Will Risk Assets Keep Rallying Into 2024?

🔥 Cyber Monday: Get 𝟱𝟬% 𝗢𝗙𝗙 across ALL our annual membership tiers https://rvtv.io/40Mle8t Harry Melandri, advisor at MI2 Partners, is joined by Vincent Deluard, Director of Global Macro at StoneX, is here to break down the latest developments in risk assets and the global economy. We'll also take a look at Vincent's Macro Roadmap from the Taylor Swift Hangover to the potential QE he sees by 2026. Join over 5,000 attendees for the largest AI event in Asia at SuperAI Singapore, February 28-29, 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage — joining the industry's most influential minds to explore and unveil the next wave of transformative AI technologies. Go to www.realvision.com/superai for 20% off tickets and enter the code ‘REALVISION’. Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

27 Marras 202336min

The End of China as We Know It?

The End of China as We Know It?

🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Andreas Steno Larsen sits down with George Magnus, a distinguished economist and China Centre research associate at Oxford University. They examine the critical junctures in the Middle Kingdom’s economy, from real estate turbulence to its demographic woes and new global trade strategies. Recorded November 9th. And check out the Exponentialist — a new research service from Raoul Pal and David Mattin detailing how exponential technologies are reshaping our world… and what that means for investors: https://www.realvision.com/thefuture Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

26 Marras 202359min

Is the Real Rates Tsunami Incoming?

Is the Real Rates Tsunami Incoming?

🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Harry Melandri from MI2 Partners and Alex Gurevich, founder and CIO of HonTe Investments, discuss the resurgence of higher real rates amid the Fed's quantitative tightening and prolonged higher interest rates. Gurevich shares his 2024 inflation and growth outlook and offers insights on how to craft a balanced portfolio during these uncertain times. Recorded November 6th. Check out Alex’s new publication, 21 Futures, which can be found here: https://bitcoinbook.shop?ref=alexgurevich1 And don't forget to check out the Exponentialist — a new research service from Raoul Pal and David Mattin detailing how exponential technologies are reshaping our world… and what that means for investors: https://www.realvision.com/thefuture Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

25 Marras 20231h 4min

AI's Impact on Macro Trends With Andreas Steno's Larsen and Alex Campbell

AI's Impact on Macro Trends With Andreas Steno's Larsen and Alex Campbell

🔥 Get 𝟱𝟬% 𝗢𝗙𝗙 across ALL our annual membership tiers this weekend https://rvtv.io/40Mle8t Today we're unlocking a piece from our Plus tier for everyone to enjoy. Andreas Steno Larsen welcomes Alex Campbell, ex-macro hedge fund manager turned founder and CEO of Rose AI, to look at how investors can improve their trading with the help of AI. In addition to the broader macro outlook, Alex shares his unique insider perspective on AI's transformative impact on the financial industry. 🔥 Today is the biggest Black Friday discount we’ve done. We are cutting the cost of memberships in half across all tiers 👉 https://rvtv.io/40Mle8t Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

24 Marras 202346min

The Q4 Business Cycle: Leads and Lags

The Q4 Business Cycle: Leads and Lags

As a Thanksgiving treat, we’re bringing all members one of our favorite Real Vision Plus pieces of the year. Enjoy. In this episode, Julien Bittel, head of macro research at GMI, explains how the leading and lagging indicators for inflation, employment, liquidity, and more drive shifts in the business cycle and dictate market sentiment. Recorded on October 8, 2023. This is the biggest Black Friday discount we’ve offered. Right now, we’re giving you a 50% discount across all Real Vision membership tiers, and members get to apply their existing membership credits as an additional discount. Learn how to upgrade here: realvision.com/earlyblackfriday Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Marras 202355min

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