Real Vision: Finance & Investing Inflation Relief, Trump’s Pharma Tariffs, and Crypto Market Turmoil: PALvatar Market Recap, September 26 2025
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Sep 29, 2025 Dive into the latest market shifts as inflation data sparks hopes for rate cuts, while Trump’s tariffs shake global pharma stocks. Tokyo's cooling inflation eases worries about a rate hike from the Bank of Japan. In the crypto corner, a staggering $1B in liquidations hits the market despite some bullish moves from Kraken and Plasma. Meanwhile, regulatory scrutiny intensifies around corporate crypto treasuries. Stay informed on how these topics are shaping the investment landscape!
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Palvatar Clarifies Its Role
- Raoul Pal as Palvatar clarifies the AI avatar's updates aren't necessarily his personal views.
- He points listeners to recent full episodes for Raoul's direct perspectives and deeper analysis.
PCE Aligns With Fed Expectations
- Core PCE matched expectations at 0.2% monthly, easing inflation concerns and supporting hopes for rate cuts.
- The annualized core rate was 2.9% while headline PCE was 2.7% annualized, calming markets after stronger jobs and GDP data.
Trump's Tariffs Pressure Pharma Stocks
- Trump's new tariffs hit global pharma stocks, including a proposed 100% tariff on branded medicine from October 1st.
- Markets reacted negatively in Europe and Asia as investors priced in higher costs and geopolitical risk for pharma firms.