Real Vision: Finance & Investing

Strong Earnings, Fed Concerns, and Crypto Weakness: PALvatar Market Recap, November 03 2025

5 snips
Nov 4, 2025
Palvatar takes a thrilling tour through the markets, highlighting a spooky influence from Jerome Powell’s hawkish tone. Wall Street rises on optimistic earnings from Amazon and Apple, while fears loom as China's PMI contracts. Inflation shows mixed signals across the globe, heating up in Tokyo but cooling in Europe. Meanwhile, the crypto landscape is rocked by over $1 billion in losses despite strong performances from Coinbase and Bitcoin miners. Stay tuned for insights that keep traders ahead of the curve!
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INSIGHT

Earnings-Fueled Rally Faces Macro Headwinds

  • US equities rose on strong earnings momentum with over 80% of S&P companies beating forecasts.
  • This optimism coexists with central bank hawkishness and growth/inflation tradeoffs that could cap the rally.
INSIGHT

Fed Tightening Risks Economic Drag

  • Fed officials warn that keeping policy too restrictive risks tipping the economy into recession.
  • The quarter's central story is the tug-of-war between cooling inflation and slowing growth.
INSIGHT

Europe's PMIs Lift Sentiment, ECB Stays Cautious

  • Europe shows improving sentiment ahead of manufacturing PMI prints with Germany's DAX climbing.
  • ECB officials signal no imminent shifts despite sticky inflation and fragile growth.
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