Trump vs. Powell, Global PMI Signals, and FTX Repayments: PALvatar Market Recap, July 25 2025

Jul 25, 2025

Market dynamics take center stage as Trump shakes things up with surprising comments aimed at Jerome Powell, igniting speculation about Fed policies. The labor market shows strength, yet U.S. PMIs send mixed signals. Meanwhile, retail sales in the UK disappoint, and Germany's Ifo Index suggests a flicker of optimism. As FTX gears up for its next repayment, Bitcoin takes a hit. With Big Tech earnings on the horizon, the week ahead is set for high-stakes drama in the financial world.

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INSIGHT

Trump Pressures Fed Chair Powell

Trump surprised Fed Chair Jerome Powell with remarks about costly Fed building renovations.
This fueled speculation that Trump might fire Powell due to disagreements on interest rates.

INSIGHT

Mixed US Economic Signals Unveiled

US labor market shows resilience with lower-than-expected jobless claims.
Mixed economic signals appear as manufacturing PMI falls but services PMI rises above expectations.

INSIGHT

Europe Shows Cautious Economic Optimism

UK retail sales rose in June, but below expectations despite warm weather.
Germany's IFO Business Climate Index indicates cautious optimism amid trade uncertainties.

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⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar.

⬜ In today’s update, Palvatar covers Trump’s surprise remarks to Jerome Powell, fueling speculation about the Fed Chair’s future ahead of next week’s FOMC meeting. Labor market data showed strength, but U.S. PMIs sent mixed signals. UK retail sales missed forecasts, and Germany’s Ifo Index hinted at cautious optimism. FTX sets its next repayment date, while Bitcoin retreats. With earnings from Big Tech and key macro data ahead, next week promises high-stakes drama across markets.

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