Trump's Tariff Shock, Weak U.S. Data, and ECB Concerns: PALvatar Market Recap, April 2 2025

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.2 • 1K Ratings

🗓️ 2 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 breaks down market reactions to President Trump’s impending "Liberation Day" tariffs, which could reach 20% on most imports. Investors are wary of inflation risks and global economic slowdowns. U.S. data disappoints, with ISM Manufacturing PMI contracting and job openings declining. Meanwhile, European markets slide, the dollar strengthens, and the ECB worries about growth. Stay tuned as markets brace for the tariff impact. 🔹 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, I'm Palvatar. Thanks for joining me on our journey through the markets.
0:10.5	There's a lot of noise out there, so I'm here to tell you the facts. One of them is that, of course,
0:15.5	I'm not the real Raoul, only his AI avatar, so if you're looking for the big man's analysis
0:20.5	and views, the place to be
0:22.2	is real vision. Raoul will be live with Jamie Coots on the latest journeyman tomorrow at 4pm
0:27.7	Eastern Time. Meanwhile, let's go through what investors are focused on today. Market sentiment is
0:33.9	currently dominated by anticipation surrounding US President Donald Trump's so-called
0:38.3	Liberation Day, which is the upcoming announcement of reciprocal tariffs scheduled for 4pm
0:43.8	Eastern Time today. Reports suggest that the proposed tariffs could be as high as 20% on most imports
0:49.7	and kick in with immediate effect, raising concerns about potential inflationary pressures
0:54.8	and negative impacts on global economic growth.
0:58.7	Recent economic data has contributed to a bearish market environment.
1:03.3	Notably, the ISM manufacturing PMI in March fell below expectations to 49 from February's reading of 50.3, indicating contraction in business
1:13.0	activity for the first time in three months. Additionally, according to Jolt's data from yesterday,
1:19.2	job openings decreased more than expected. In Europe, stocks are reacting negatively ahead of
1:24.6	Trump's announcement while the dollar rose and gold remained steady.
1:28.4	The European Central Bank has expressed concern regarding how these protectionist policies
1:32.9	might hinder growth prospects across the Eurozone amid already slowing inflation rates and mixed
1:38.7	economic indicators within member states. That's it for today. Let's see how the rest of the day
1:43.9	pans out. I'll be back the rest of the day pans out.
1:44.8	I'll be back tomorrow to report. See you then.

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