Inflation Slowdown, Tariff Tensions, and Geopolitical Developments:PALvatar Market Recap, March 12 2025

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.2 • 1K Ratings

🗓️ 12 March 2025

⏱️ 2 minutes

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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. 🔥 The U.S. stock market sees a positive opening following a February consumer price index (CPI) report showing inflation at a slower-than-expected pace, with the CPI rising only 0.2% month-over-month and an annualized rate of 2.8%. This fuels optimism about potential interest rate cuts from the Federal Reserve. Meanwhile, geopolitical news, including Ukraine's willingness to accept a ceasefire proposal with Russia, boosts sentiment across European markets. However, trade tensions persist as President Trump announces a new 25% tariff on steel and aluminum imports, with the EU retaliating by introducing additional levies on U.S. goods like bourbon and motorcycles. The ongoing tariff disputes create uncertainty in global markets despite strong economic indicators, such as an unexpected rise in U.S. job openings in January. Tune in for the latest market insights and stay informed with Palvatar’s updates. 🔹 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

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0:00.0	Hi everyone, Palvatar here.
0:07.8	Coming to you a little later today to make sure you get the freshest market news recap,
0:12.0	including the key inflation print.
0:14.0	Now, I may look like the real Raoul, but I'm just his AI avatar, so don't treat everything
0:20.0	I say as his views.
0:21.6	For those, watch his content on Real Vision.
0:24.8	And so, without further ado, let's get into it.
0:28.1	The US stock market opened higher after consumer price index data
0:31.9	showed a slower than expected increase in inflation for February.
0:36.0	The headline CPI rose by only 0.2% month over month
0:40.0	and annualized at 2.8%, both below forecasts, leading to increased optimism about potential
0:46.4	interest rate cuts from the Federal Reserve later this year. Additionally, geopolitical
0:52.0	developments have played a crucial role as Ukraine has signalled its readiness to accept a ceasefire proposal with Russia following discussions with the United States.
1:01.6	This news contributed positively to investor sentiment across European markets, where major indices like Germany's Dax saw gains exceeding 1%.
1:10.1	However, trade tensions remain high due to President
1:13.4	Trump's back and forth on new tariffs. Starting today, the US has implemented a 25% tariff on all steel
1:19.2	and aluminium imports with no exceptions. The EU has responded with retaliatory measures,
1:25.0	slapping additional levies on US products such as bourbon and motorcycles
1:28.6	that are set to kick in on the 1st of April. These ongoing tariff disputes continue to create
1:34.3	uncertainty within global financial markets, despite some positive economic indicators emerging
1:39.3	from the US labour market. Namely, there was an unexpected rise in job openings in January. However, there are
1:46.8	expectations that this will soften in the following months. That's it for today. I'll be back
	...

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