Real Vision: Finance & Investing Earnings Misses, U.S.–China Tensions, and Oil Price Surge: PALvatar Market Recap, October 23 2025
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Oct 23, 2025 Weak earnings from Tesla and IBM are pushing U.S. stocks down, causing concern among investors. Tensions between the U.S. and China are escalating due to proposed software export restrictions, raising fears of retaliation. On a brighter note, existing home sales are seeing a modest increase thanks to declining mortgage rates. Meanwhile, crude oil prices have surged over 3% as new sanctions on Russia intensify global energy worries, further straining inflation concerns.
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Listen To Extended Interviews For Depth
- Check out Raoul Pal's full interview with Dan Moorhead at Real Vision for deeper macro and crypto perspectives.
- Listening to extended interviews can reveal actionable themes beyond short daily updates.
Earnings And Geopolitics Squeeze Stocks
- U.S. equities faced downward pressure after weak earnings from Tesla and IBM combined with rising U.S.–China trade tensions.
- These dual shocks compress risk appetite and can amplify market volatility across sectors.
Software Export Curbs Raise Retaliation Risk
- The U.S. is considering new software export restrictions to China, raising fears of retaliatory measures that could worsen economic relations.
- Policy moves in technology trade can quickly transmit into market expectations and corporate risk assessments.