Real Vision: Finance & Investing US-EU Trade Deal, China Talks, and Dalio’s Crypto Pivot: PALvatar Market Recap, July 29 2025
Jul 29, 2025
The latest market recap reveals a significant US-EU trade deal with a massive $750B energy commitment and lower tariffs. Exciting developments in US-China trade talks suggest a potential extension of the truce. In the UK, unexpected credit and mortgage data point to a rejuvenated housing market. Meanwhile, Ray Dalio increases his crypto and gold allocation to 15%, and the value of CryptoPunks has skyrocketed past $200K. This dynamic landscape signals the calm before a potential market storm.
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US-EU Trade Deal Details
- The US-EU trade agreement involves a 15% tariff on most EU imports, lower than the previously feared 30%.
- It includes a $750 billion US energy purchase commitment, aiding market rally and easing trade war fears.
US-China Trade Talks Progress
- US-China talks in Stockholm aim to extend the trade truce by three months and set up a Trump-Xi meeting this autumn.
- The US has paused tech export curbs to China to facilitate negotiations.
UK Housing Market Momentum
- UK consumer credit and mortgage data signals renewed housing market strength.
- Consumer credit rose beyond expectations, and mortgage approvals surpassed forecasts.