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(2039)

Drinks with Raoul Pal -- Ask Me Anything

Drinks with Raoul Pal -- Ask Me Anything

Join Raoul Pal for a Q&A session and some post-market drinks. Pour yourself a glass and join Raoul for an update on his current macro thesis and his perspective on current global market conditions. Plus, Raoul will give us a sneak peek at some of the features that have him most excited about the new-look Real Vision. Raoul’s taking questions, so join the live stream to ask yours now. Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Heinä 202329min

Time for the Market to Turn? w/ Thomas Thornton

Time for the Market to Turn? w/ Thomas Thornton

Tom Thornton, the founder of Hedge Fund Telemetry, joins Ash Bennington to discuss the current market action and why his indicators suggest a widening divergence between fundamentals and reality is underway. Plus, Tom will discuss his bearish case on Tesla, and other trades monitoring in this market. Join Rick Rule in person at The Rule Symposium on Natural Resource Investing in Florida, July 23-27. Access to industry insiders: elite bullion dealers, gold council members, and uranium pros. Special pricing on in-person and virtual seats available at http://realvision.com/rick Also, make sure to check out Raoul's "Past, Present, and Future of Real Vision" video to learn about some big changes coming to the platform: https://rvtv.io/3NZ98To If you want to level up or lock in your membership, right this way: https://realvision.com/levelup Learn more about your ad choices. Visit podcastchoices.com/adchoices

18 Heinä 202335min

Will Earnings Cool This Rally? With Dale Pinkert

Will Earnings Cool This Rally? With Dale Pinkert

Dale Pinkert, head of trader development at TradeGateHub, joins Ash Bennington to share his perspective on "the good, the bad, and the ugly" stocks that are driving this equity rally,. Plus, they'll discuss what a falling dollar means for gold, and why Dale remains focused on the Japanese yen.Join Rick Rule at The Rule Symposium on Natural Resource Investing in Boca Raton, Florida, July 23-27. Access to industry insiders: elite bullion dealers, gold council members, and uranium pros. Special pricing on in-person and virtual seats available at http://realvision.com/rickAnd make sure to watch Raoul's "Past, Present, and Future of Real Vision" video to learn about some big changes coming to the platform: https://rvtv.io/3NZ98ToIf you want to level up or lock in your membership, right this way: https://realvision.com/levelup Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Heinä 202332min

AI: Where Macro Meets the Exponential Age w/ Jordi Visser & Raoul Pal

AI: Where Macro Meets the Exponential Age w/ Jordi Visser & Raoul Pal

Both Raoul and Jordi Visser, president and CIO of Weiss Multi-Strategy Advisers, have embarked on similar journeys, commencing their careers in macro and traditional markets before venturing into the realm of exponential technologies. Together, they delve into the disruptive potential of crypto and emerging tech and shed light on how AI will propel us into a new era at a pace that surpasses our wildest imaginations. Recorded on June 23, 2023. This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Heinä 20231h 14min

Is it Time for European Banks to Shine? w/ Seamus Murphy

Is it Time for European Banks to Shine? w/ Seamus Murphy

With sustained, blow-out household spending in the Eurozone, inflation can continue for longer than anticipated. Seamus Murphy, founder and managing director of Carraighill, joins Harry Melandri of MI2 Partners to discuss why European banks could outperform asset managers and private equity in this scenario. This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Heinä 20231h 8min

Is It Time to Go Risk-On? with Darius Dale

Is It Time to Go Risk-On? with Darius Dale

Darius Dale, founder of 42 Macro, joins Maggie Lake to discuss today's this week's market action, how cooling inflation and strong bank earnings are driving the rally, and the key data points that will drive markets through the rest of the summer. You can find more of Darius' work here: https://42macro.com This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing. Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Heinä 202334min

Bulls on Parade? with Mark Ritchie II

Bulls on Parade? with Mark Ritchie II

Mark Ritchie II, managing partner and CIO of RTM Capital Advisors, joins Maggie Lake to discuss the encouraging inflation data this week, what it means for the current global macro environment, and whether this rally can breakout further. Plus, Mark will dive into some specific assets he’s monitoring. This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing. Learn more about your ad choices. Visit podcastchoices.com/adchoices

13 Heinä 202335min

Is Inflation Really Cooling? w/ Mish Schneider

Is Inflation Really Cooling? w/ Mish Schneider

Mish Schneider, chief strategist at MarketGauge, joins Ash Bennington to discuss the market reaction to today's CPI report and what we learned about the makeup of U.S. inflation. Plus, in the second half of the show, Mish will zoom in on some specific trading opportunities. Oh, and Raoul Pal will be stopping by with a special message! You can find more of Mish's work here: https://marketgauge.com This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing. Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Heinä 202331min

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