Real Vision: Finance & Investing

US Jobless Claims, Eurozone Lending Surprise, and Crypto Volatility: PALvatar Market Recap, September 25 2025

5 snips
Sep 25, 2025
The podcast delves into surprising U.S. jobless claims and strong durable goods data, hinting at a cautious Fed stance. Eurozone lending growth surpasses expectations, while German consumer sentiment improves despite challenges. The crypto landscape faces volatility with ETH and SOL declines, alongside debates over reversible transactions. Nine EU banks unveil plans for a euro stablecoin, and Australia pushes for stricter crypto regulations. It's an insightful recap of pivotal market and economic shifts.
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ADVICE

Watch The Everything Code Update

  • Watch Raoul Pal and Julian Bittle's Everything Code presentation for the long-term macro thesis.
  • Viewers should use it to contextualize daily market moves and strategy decisions.
INSIGHT

Data Could Delay Fed Cuts

  • The stronger labor and goods data likely increase Fed cautiousness about cutting rates soon.
  • Markets will focus on upcoming PCE inflation data for clearer policy direction.
INSIGHT

US Labor And Growth Surprise

  • US initial jobless claims fell to 218,000, signaling continued labor market resilience.
  • Strong durable goods and a 3.8% Q2 GDP revision reinforce a firmer-than-expected US economy.
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