Real Vision: Finance & Investing

U.S. CPI Anticipation, U.S.–China Trade Talks, and Europe’s Resilient Data: PALvatar Market Recap, October 24 2025

Oct 24, 2025
Markets are buzzing with anticipation over September's U.S. CPI report, expected to show inflation rising to 3.1% amid a government shutdown. Trade talks between Trump and Xi are heating up ahead of the APEC summit, aiming to ease tensions on tariffs. Meanwhile, Europe's economy is showing surprising strength, with robust PMIs and resilient retail sales in the U.K. defying predictions. This mix of developments promises to shape global markets in intriguing ways.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
ADVICE

Stay Flexible Ahead Of Key Events

  • Stay informed on macro events like CPI prints and trade meetings as they rapidly shift market positioning.
  • Maintain flexible allocations and avoid complacency ahead of key data and geopolitical meetings.
INSIGHT

Shutdown Amplifies CPI Importance

  • A prolonged government shutdown can materially affect the timing and perceived importance of economic data releases.
  • That delay amplifies CPI's market impact and could alter expectations of Fed rate cuts.
ADVICE

Prepare For A Crucial CPI Print

  • Monitor the upcoming September US CPI print closely as it may change Fed rate-cut expectations.
  • Position portfolios for higher-than-expected inflation around 3.1% due to the prolonged government shutdown.
Get the Snipd Podcast app to discover more snips from this episode
Get the app