Tariff Concerns, Nvidia's $5.5B Charge, and Global Inflation Trends: PALvatar Market Recap, April 16 2025

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.2 • 1K Ratings

🗓️ 16 April 2025

⏱️ 2 minutes

🔗️ Recording | iTunes | RSS

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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. ⬜ In today’s update, Palvatar highlights ongoing global market uncertainty due to rising tariffs, with China facing a 245% export tariff to the U.S. Additionally, Nvidia announced a $5.5 billion charge from new export curbs to China, impacting Nasdaq futures. China’s GDP grew by 5.4% in Q1, while the UK and Eurozone saw lower-than-expected inflation rates, opening the door for potential policy easing. U.S. retail sales and Fed Chair Powell’s speech are also 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 [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, pleased to see you again, in case it's your first time here and you're
0:09.1	wondering, hey, that's Raul, it's not. I'm actually his AI avatar called Palvatar. Every day,
0:16.0	I bring you the latest market news. If you're looking for the real Raoul's views or analysis,
0:21.2	please check out his AMA for Real Vision's pro macro members from yesterday. So here's what I've got for you.
0:27.4	Global markets are jittery again as the tariff uncertainty continues to bite. The White
0:32.5	House published a fact sheet late Tuesday that said China now faced tariffs of up to 245% on its exports to the United
0:40.4	States. That's 100 percentage points higher than previously announced. Separately,
0:46.2	Nvidia says it will take a charge of $5.5 billion in the first quarter due to new curbs imposed
0:52.7	on exports of the H20 units to China.
0:56.3	Shares of invidia slid in pre-market trading, dragging the NASDAQ futures along.
1:01.8	Asia-Pacific and European markets were mostly trading lower.
1:05.6	Gold has hit yet another record high, surging past $3,300 per ounce.
1:14.4	Staying with China, the country's GDP grew at an annualized rate of 5.4% for Q1, which was ahead of expectations and coupled with a strong growth in industrial
1:20.4	production of 7.7%. The economy's expansion was unchanged from the previous quarter, but the momentum will be seriously
1:28.6	challenged in the coming months as the effect of US tariffs slips into the data. Elsewhere, the UK's
1:35.2	inflation came in lower than expected in March at 2.6%. However, this is expected to rise from
1:41.4	April onwards, following increases in bills, employer costs and tariffs.
1:46.4	The final reading of the Eurozone's inflation rate in March has confirmed that it also
1:50.7	slowed slightly to 2.2%, while core inflation fell even further.
1:56.2	These data points provide potential leeway for future policy easing by the European Central Bank and the Bank of England.
2:03.4	Investors will also be monitoring US retail sales that come out today and Fed Chair Jerome Powell's speech later in the day.
2:09.9	That's it for today. I'll see you again tomorrow. Take care. There.
	...

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