Trump’s Tariffs Shake Markets, Recession Fears Grow: PALvatar Market Recap, April 3 2025

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.2 • 1K Ratings

🗓️ 3 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 the market reaction to President Trump’s sweeping new tariffs, including a 54% rate on Chinese imports and 20% on the EU. Global stocks tumbled, the U.S. dollar weakened, and fears of a recession surged as traders reassessed Fed rate cut expectations. Meanwhile, Eurozone PMI showed modest growth, but Japan’s services sector weakened. Stay tuned for more updates as markets digest these developments. 🔹 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, what a day it's shaping up to be. But with me, Palvatar, you're in safe
0:11.3	hands and I'll get you up to speed on what's happening in the markets in no time. Just remember
0:16.0	that I'm merely an AI avatar and not the real Raoul, so don't take what I say as his views.
0:21.9	If you want his analysis, please check out the Journeyman he's doing live with Jamie Coots
0:25.8	tonight at 4pm Eastern.
0:28.1	Okay, without further ado, let's dig into it.
0:30.8	US President Donald Trump has announced a comprehensive set of tariffs, including a 10% baseline
0:36.2	tariff on all imports and significantly higher rates for
0:39.7	specific partners, such as 54% for China and 20% for the European Union. Many analysts have said
0:46.8	that the tariffs are worse than expected, and that the formula used for calculating them is surprising.
0:52.7	This has significantly raised concerns about escalating
0:55.5	trade tensions that could destabilise global economies and potentially lead to a recession. In response
1:01.8	to these developments, equity markets worldwide have suffered sharp declines. U.S. stocks closed higher
1:08.0	on Wednesday, but futures tanked as the announcement unfolded moments later,
1:12.5	and it's likely going to be a tough day on Wall Street today.
1:15.8	Asia-Pacific and European indices have also suffered declines across the board.
1:20.2	The US dollar has weakened against major currencies due to fears of an economic slowdown
1:25.6	linked with Trump's protectionist policies.
1:28.7	Traders are re-evaluating their expectations around potential interest rate cuts
1:32.7	by the Federal Reserve later this year, as recession risks grow,
1:36.8	because increased import costs will affect consumer prices and business investment.
1:41.7	In terms of economic data releases, Eurozone composite PMI rose modestly,
	...

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