Real Vision: Finance & Investing Middle East Ceasefire, German Sentiment Recovery, and Powell’s Testimony: PALvatar Market Recap, June 24 2025
Jun 24, 2025
The podcast highlights the market's enthusiastic response to the Iran-Israel ceasefire, with a notable drop in oil and gold prices paired with a surge in equities and crypto. German business sentiment reaches a one-year peak, signaling recovery. Listeners anticipate Jerome Powell's testimony for insights into potential Fed rate cuts. The discussion also touches on the challenges of maintaining privacy in the digital finance landscape.
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Market Reacts to Middle East Ceasefire
- The Iran-Israel ceasefire triggered a global risk-on market reaction, lifting equities and crypto while pushing oil and gold prices down.
- Despite the ceasefire, doubts remain as Israel accused Iran of violations, highlighting uncertainty in stability.
Mixed Economic Indicators in Germany and US
- German business sentiment reached its highest since last year, showing robust economic recovery.
- US manufacturing led PMI gains despite a notable quarterly contraction in services exports, illustrating mixed economic dynamics.
Fed Rate Cut Speculation Ahead
- Markets are closely watching Jerome Powell's congressional testimony for cues on possible Federal Reserve rate cuts.
- Dovish signals from officials have fueled speculation about easing monetary policy ahead.