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

Avsnitt(2039)

Finding Joy and Success on Life's Serpentine Road ft. Sa’ad Shah

Finding Joy and Success on Life's Serpentine Road ft. Sa’ad Shah

🔥 THE NEW REAL VISION - join the waitlist https://www.realvision.com/waitlist Dealing with danger, tragedy, or failure can often cloud our future, making it nearly impossible to predict where the path may lead. The same can apply to life’s highest points. Sa’ad Shah, managing partner and co-founder of Noetic Fund, joins Maggie Lake to share how his life experiences and career journey, both joyous and painful, have brought him to where he is today. Learn more about your ad choices. Visit podcastchoices.com/adchoices

20 Aug 20231h 11min

Doomberg: Is This the Start of a New Commodity Bull Market?

Doomberg: Is This the Start of a New Commodity Bull Market?

🔥 THE NEW REAL VISION - join the waitlist https://www.realvision.com/waitlist Oil and copper have seen significant upward movement in the last couple of months. This recent price action — coupled with widening energy crack spreads, a weakening U.S. dollar, and renewed optimism for the Chinese economy — could be a signal of new bull market cycle in commodities. Andreas Steno is joined by the internet’s favorite green chicken, Doomberg, to explore whether the current macro and geopolitical picture favors more upside in commodities — and what that means for the rest of the global economy. Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Aug 202351min

Who's Winning the AI Race? With David Mattin

Who's Winning the AI Race? With David Mattin

🔥 THE NEW REAL VISION - join the waitlist https://www.realvision.com/waitlist David Mattin, founder of the New World Same Humans newsletter, joins Maggie Lake to discuss the AI and super-computing power race between the U.S. and China, its impact on chip manufacturing, and what happens when two AI leaders come together. You can find more of David's work here:  https://t.co/XXK68Vk9L9 Learn more about your ad choices. Visit podcastchoices.com/adchoices

18 Aug 202335min

How High Will U.S. Yields Fly? With Mish Schneider

How High Will U.S. Yields Fly? With Mish Schneider

​🔥 For MarketGauge Trading Strategies with Mish, there’s a 20% discount exclusively for the Real Vision community at https://www.realvision.com/mish Bond yields are surging and U.S. equities dipped again as more uncertainty sets into markets. Michele "Mish" Schneider, chief strategist at MarketGauge, joins Maggie Lake to discuss what rising bond yields mean for investors across the market landscape, what comes next for stocks and commodities, and why she is taking profits here in the growth and AI stocks. THE NEW REAL VISION - join the waitlist https://www.realvision.com/waitlist 🔥 𝐅𝐑𝐄𝐄 Newsletter: Understand What’s Moving Markets — In Minutes! http://www.realvision.com/rvdb Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Aug 202340min

Is China the Biggest Market Risk? With Jeff Snider

Is China the Biggest Market Risk? With Jeff Snider

Jeff Snider, host of Eurodollar University, joins Maggie Lake to discuss the volatility in interest rates, why he sees a nasty global trade recession coming, and the potential repercussions of the ongoing economic turmoil in China. You can find more of Jeff's work here: https://www.youtube.com/@eurodollaruniversity Also, it's the last day to mint Season 2 of the RV Collective! MINT HERE https://www.realvision.com/collective Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Aug 202336min

Is Cash the Only Safe Bet? with Thomas Thornton

Is Cash the Only Safe Bet? with Thomas Thornton

SAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chance Tom Thornton, founder of Hedge Fund Telemetry, joins Maggie Lake to discuss why the Fed does not have enough data to decide on a September rate hike, what he sees going on in the energy market, and the challenges and opportunities facing the Technology sector. You can find more of Tom's work here: hedgefundtelemetry.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Aug 202337min

Is Risk-Off Nearing an End? with Steve Miley

Is Risk-Off Nearing an End? with Steve Miley

SAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chance U.S. stock averages remain in correction while bonds markets indicate lower prices and higher yields. Steve Miley, chief analyst, COO, and co-founder at TradeDay, joins Maggie Lake for a wide-ranging discussion on equities, bonds, the dollar, commodities, and more. Also, we've just launched Season 2 of the Real Vision Collective! Check it out here: https://www.realvision.com/collective Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Aug 202336min

The Fed: In a Monetary and Macro Bind?

The Fed: In a Monetary and Macro Bind?

SAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chance "The Fed is in a monetary conundrum; it has 3 policy options going forward and none of them are good," says EJ Antoni. Ash Bennington welcomes EJ to dive deep into the trap the central bank finds itself in, how it got there, and why history suggests that the U.S. economy may replay the nightmares of the late 1970s and early 1980s. Learn more about your ad choices. Visit podcastchoices.com/adchoices

13 Aug 20231h 10min

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