Tariff Tensions, China Growth Signals, and Crypto Volatility: PALvatar Market Recap, January 19

Tariff Tensions, China Growth Signals, and Crypto Volatility: PALvatar Market Recap, January 19

⬜ 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. ⬜ In today’s update, Palvatar walks through a volatile macro backdrop as tariff threats tied to U.S.–Europe relations weigh on global markets and push gold and silver to record highs. Eurozone inflation slips below target, reinforcing expectations of steady ECB policy, while China meets its GDP goal despite weak domestic demand. Japan faces economic headwinds ahead of key political events. In crypto, bitcoin drops sharply amid liquidations, even as ETF flows, Ethereum activity, and regulatory debates remain in focus. 🔹 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.pd Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Episoder(2137)

Is Risk-On Too Risky? | Macro Mondays: August 31, 2026

Is Risk-On Too Risky? | Macro Mondays: August 31, 2026

Andreas Steno and Mikkel Rosenvold are back to unpack Kevin Warsh’s surprisingly hawkish message at Jackson Hole and what it could mean for markets. They also turn to the latest escalation in the Midd...

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Bitcoin Just Flipped! Is the Bottom Finally In? w/ Kris Bullock & Bijan Maleki | Trading the Markets August 26, 2026

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Bijan Maleki and Kris Bullock are back to break down a potentially important shift in the macro setup for crypto. With the U.S. Treasury stepping up long-dated bond buybacks, long-end yields are falli...

26 Aug 58min

Scott Bessent Just Changed the Liquidity Setup | Macro Mondays: August 24, 2026

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Andreas Steno and Mikkel Rosenvold are back to ask whether Friday’s stock market rally marks the return of a more bullish macro setup, and how far this move could run. They break down Scott Bessent’s ...

24 Aug 33min

Treasury Just Flipped the Setup for BTC & Gold w/ Kris Bullock & Bijan Maleki | Trading the Markets Aug. 19, 2026

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Bijan Maleki and Kris Bullock are back to break down a potentially important shift in the macro setup for crypto. With the U.S. Treasury stepping up long-dated bond buybacks, long-end yields are falli...

19 Aug 50min

Inflation Is Cooling, So Why Is the Fed Running Hot? | Macro Mondays

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Andreas Steno and Mikkel Rosenvold are back on this Macro Monday episode to discuss why the Fed may still be overreading inflation risks; Mikkel digs into why Donald Trump ordered a pullback on milita...

17 Aug 32min

Gold Is Outperforming Bitcoin - Can It Continue? | Trading The Market: August 12, 2026

Gold Is Outperforming Bitcoin - Can It Continue? | Trading The Market: August 12, 2026

Bijan Maleki and Kris Bullock join Real Vision members to break down the crypto charts, market conditions, and trades that matter right now. They examine Bitcoin and PAXG, as gold begins to show stren...

12 Aug 56min

Is the Economy Running Too Hot? | Macro Mondays: August 10, 2026

Is the Economy Running Too Hot? | Macro Mondays: August 10, 2026

Andreas Steno and Mikkel Rosenvold are back to unpack a seemingly contradictory macro setup, with the economy running hot despite slowing jobs growth and fading inflation. They break down Andreas’ lat...

10 Aug 32min

Are Financial Conditions Finally Turning for Crypto? | Trading The Markets Aug. 06, 2026

Are Financial Conditions Finally Turning for Crypto? | Trading The Markets Aug. 06, 2026

Bijan Maleki and Kris Bullock join Real Vision members to break down the crypto charts, market conditions, and trades that matter right now. They examine current financial conditions, which are approa...

5 Aug 53min

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