Real Vision: Finance & Investing EU-China Talks, ECB Holds Rates, and Global PMI Pulse: PALvatar Market Recap, July 24 2025
Jul 24, 2025
Delve into the optimism surrounding global trade as EU-China talks unfold. The ECB's decision to hold rates adds to market anticipation, contributing to a record high for the S&P 500. Mixed PMI data from Europe and Asia reflects varying economic health. Alphabet shines with impressive earnings while Tesla faces challenges. Meanwhile, Ghana makes strides in crypto regulation, highlighting the sector's growing adoption. Stay informed with insights that keep investors ahead of the market pulse.
AI Snips
Chapters
Transcript
Episode notes
Global Markets Rally on Trade Optimism
- Trade talks between the EU and China alongside optimism on tariff deals boosted global stock markets, lifting indexes like the S&P 500 to new highs.
- Economic data is mixed with stronger services but weaker manufacturing in Europe and Asia, reflecting ongoing trade uncertainties.
ECB Holds Rates Amid Mixed Signals
- The European Central Bank held interest rates steady at 2% after seven cuts, balancing inflation control with trade uncertainty.
- President Christine Lagarde’s upcoming press conference is expected to clarify future monetary policy direction amidst this balance.
Mixed Economic Signals from PMIs
- Europe's PMI data shows mixed signals: Germany’s services stabilize but manufacturing weakens; France remains in contraction; Eurozone reaches near-year-high composite PMI.
- India’s private sector growth stays near a long-term high while Japan’s manufacturing struggles despite robust services.