Real Vision: Finance & Investing

Ceasefire Boosts Risk Appetite, Japan’s Policy Divide, and Powell Stays Cautious: PALvatar Market Recap, June 25 2025

Jun 25, 2025
Investor confidence is buoyed by a ceasefire between Israel and Iran, pushing the S&P 500 closer to record highs. Meanwhile, Japan faces a dilemma over rate hikes, and Powell remains cautious about U.S. monetary policy. French consumer confidence is reported as weak, while Spain's GDP growth holds steady at 0.6%. The ongoing debates around global inflation and geopolitical risks are key drivers of market sentiment.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

Ceasefire Lifts Market Optimism

  • The S&P 500 nears record highs due to a calming ceasefire between Israel and Iran, boosting investor risk appetite.
  • This peace reduces demand for safe haven assets like gold and the dollar.
INSIGHT

Bank of Japan's Policy Divide

  • Bank of Japan officials are divided: some push for earlier rate hikes if inflation rises faster.
  • Others prefer current accommodative policy due to US tariff uncertainties.
INSIGHT

Powell's Cautious Rate Approach

  • Fed Chair Powell remains cautious, showing no rush to cut interest rates.
  • His focus is on preventing inflation from rising again, despite falling US Treasury yields.
Get the Snipd Podcast app to discover more snips from this episode
Get the app