Real Vision: Finance & Investing Hot Inflation, Resilient China GDP, and Crypto Institutional Push: PALvatar Market Recap, July 15 2025
Jul 15, 2025
In this market recap, Raoul Pal's AI avatar dives into the surprising impact of Trump’s 35% tariff on Canadian imports, leading to notable market fluctuations and a rise in gold prices. Despite increased tension, U.S. jobless claims fell, showcasing labor market resilience. On the crypto front, Bitcoin skyrocketed past $118K, spurring a rally, while Ethereum prepared for zk-proof integrations. The analysis provides sharp insights into inflation trends, China's GDP performance, and the evolving landscape of trading services.
AI Snips
Chapters
Transcript
Episode notes
US Inflation Exceeds Fed Target
- US inflation rose in June, with headline CPI increasing 0.3% monthly and core CPI up 0.2%, both exceeding Fed targets.
- These figures reduce chances of Fed rate cuts soon as tariff effects emerge in the data.
Resilient Yet Slowing China Growth
- China's GDP grew 5.2% year on year in Q2, beating expectations and demonstrating economic resilience despite US tariffs.
- However, growth slowed from Q1 and retail sales also slowed, showing mixed signals in China's economy.
Crypto Institutional Advancements
- Crypto markets paused but with bullish momentum: Grayscale filed for an IPO confidentially with the SEC.
- Standard Chartered launched institutional spot trading of Bitcoin and Ether, a first among global systemically important banks.