ECB Rate Cut, Powell on Tariffs, and Weak Japan Exports: PALvatar Market Recap, March 17 2025

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.2 • 1K Ratings

🗓️ 17 April 2025

⏱️ 3 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

🔥 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. ⬜ In today’s update, Palvatar covers the ECB’s expected 25bps rate cut amid cooling inflation and trade concerns, Powell’s warning on the inflationary risks of Trump’s tariffs, and robust U.S. retail sales in March. Japan’s disappointing export data also sparks doubts ahead of the BoJ’s next move. Markets brace for central bank signals as volatility looms. Palvatar will return after the Easter break with fresh updates on April 22. 🔹 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 [email protected] 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

Transcript

Click on a timestamp to play from that location

0:00.0	Hi everyone, hope you're doing well.
0:07.8	Thanks for joining me, Palvatar, for the latest look at what's driving the markets today.
0:13.5	Just bear in mind that I'm not the real Raoul, only his AI avatar.
0:17.8	So what I say is not meant to be taken as his views. For those, check out his content
0:23.4	across Real Vision, including the latest Journeyman with none other than Barry Silbert from
0:28.5	DCG. Okay, let's dig into the markets. The European Central Bank is expected to announce a 25 basis
0:36.0	point cut in its key interest rate today,
0:39.1	marking the sixth consecutive reduction amid concerns over escalating trade risks and weak growth.
0:45.8	Eurozone softening inflation, which eased to 2.2% year-on-year in March from 2.6% has paved
0:53.3	the way for the ECB to act.
0:55.7	Market participants will also be monitoring the bank's President Christine Lagarde's speech
1:00.4	for insights on future monetary policy direction and potential trade war impact.
1:06.1	She'll follow another central bankhead after Jerome Powell's comments yesterday.
1:10.5	The Fed Chair highlighted the challenges
1:12.6	posed by US President Donald Trump's tariffs, which could hit growth while exacerbating inflation.
1:18.5	This would pose a dilemma for the Fed as to how to maintain its double mandate of supporting
1:24.1	maximum employment and containing inflation at 2%.
1:28.3	US Treasury yields rose on Thursday in response to his comments.
1:32.3	Analysts also noted his hesitancy to act in the near term.
1:37.3	So far, the US economy is holding up relatively well.
1:40.3	Retail sales showed robustness in March,
1:43.3	with an increase of 1.4%, surpassing
	...

Transcript will be available on the free plan in 20 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Real Vision, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Real Vision and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.