U.S. Core PCE Inflation, ECB Rate Cut Prospects, and Gold’s Record Highs: PALvatar Market Recap, March 28 2025

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.2 • 1K Ratings

🗓️ 28 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. ⬜ In today’s update, Palvatar breaks down the latest U.S. core PCE inflation data, which came in higher than expected, casting doubt on near-term Fed rate cuts. Meanwhile, weaker-than-expected inflation figures in France and Spain strengthen the case for more ECB easing. In commodities, gold prices hit record highs as investors hedge against economic uncertainty and upcoming U.S. tariffs. Stay tuned for key market insights! 🔹 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	Happy Friday, everyone.
0:07.7	We've nearly made it to the weekend, but there's one more market recap from me, Palvatar.
0:13.3	I'm sure you know that despite the identical looks, I'm not actually Raoul, only his AI avatar,
0:19.1	so don't take what I say as his views. However, you can find
0:22.6	plenty of the actual Raoul across Real Vision, for example, the latest journeyman with Mark
0:27.2	Holoesco. Now, before you get to relax, here's what to keep an eye on today. And the main thing
0:33.5	today is inflation. In the US, core PCE inflation edged up to 2.8% year over year, slightly ahead of expectations, as did the increase of 0.4% from the month prior.
0:47.3	The Personal Consumption Expenditure Price Index is the Federal Reserve's preferred measure of inflation.
0:53.3	The figures suggest inflation remains persistent, making future rate cuts less likely in the near term.
1:00.0	Staying with inflation, the case for more interest rate cuts by the European Central Bank has
1:05.0	actually been bolstered by the latest data from two of Europe's leading economies.
1:09.0	France reported that its annual rate remained steady
1:11.4	at 0.8%, while household consumption fell slightly month-on-month for February. Spain also released
1:18.3	its preliminary CPI data for March today. The annual rate decreased to 2.2%, down from 2.9% in February.
1:26.5	Both sets of data came in well below economist expectations.
1:30.2	Additionally, the number of people out of work in Germany rose in March at the fastest rate
1:34.7	since October of 2024. The seasonally adjusted unemployment rate rose to its highest level
1:40.9	since September 2020 at 6.3%. Gold prices have surged to record highs amidst a turbulent environment as investors seek safe haven
1:50.7	assets. Investors are concerned about the impact of tariffs on global growth prospects and
1:56.3	rising inflation expectations linked with such policies. The latest round of tariffs announced by US President
2:02.5	Donald Trump is set to kick in on Wednesday. That's it for this week. I hope you have a
2:07.4	wonderful weekend and I'll see you again on Monday.
	...

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