Real Vision: Finance & Investing

The UK economy has surprised with unexpected GDP growth, boosting manufacturing and the British Pound. Meanwhile, U.S. inflation rates spiked, putting pressure on interest rate expectations and causing jitters in the markets. Tensions rise as Trump warns of tariffs in response to international levies, potentially shaking global trade dynamics. As the markets experience fluctuations, gold emerges as a favored safe haven amidst the uncertainty. Stay informed on these crucial developments shaping the financial landscape.

The podcast dives into the latest U.S. CPI figures, highlighting a steady 2.9% inflation rate and a slight dip in core CPI. Discussions revolve around Powell's hawkish stance on interest rates, emphasizing that no cuts are imminent. The EU is on high alert for potential trade wars following the announcement of tariffs. Mixed market reactions are noted, with European indices climbing while the yen weakens. Gold also retreats as U.S. Treasury yields rise, showcasing a day full of financial intrigue and volatility.

Raoul Pal's AI avatar dives into the aftermath of Trump's new 25% tariffs on steel and aluminum, igniting fears of a global trade war. Powell's congressional testimony is under scrutiny as inflation worries grow. Meanwhile, UK retail sales soar by 2.5%, marking significant growth but with looming sustainability challenges for retailers. Tune in for market-savvy insights and upcoming live Q&A with Raoul!

In this engaging discussion, Joseph Wang, CIO at Monetary Macro and a former senior Federal Reserve trader, dives into the intricacies of U.S. trade policy and tariffs. He examines how these factors impact the economy, particularly regarding China, and the political motivations behind them. Wang also analyzes the potential for interest rate cuts in 2025, the complexities of inflation management, and how a weakened dollar could affect market stability. His insights on the interplay between monetary policy and political pressures offer a compelling look at future economic trends.

Dive into the world of tariffs and their surprising effects on global markets. Discover how Trump's policies influence commodity prices and drive inflation trends. Explore the cautious optimism in European banking and mining sectors. Also, gain insight into Ethereum's bearish sentiment and the potential for a price rebound. And don’t miss the lively discussions on how international diplomacy and pop culture connect with finance in a fun and engaging way!

This discussion dives into U.S. tariffs on steel and aluminum imports, specifically targeting Canada, and the anxiety surrounding a potential trade war. Inflation fears are highlighted as one-year expectations surge, drawing attention to an upcoming CPI report. The uncertainty deepens ahead of Jerome Powell's testimony before Congress, raising questions about the Fed's response to these developments. Mixed signals in job data add to the market's volatility, keeping investors on edge.

The discussion heats up around Bitcoin's resurgence, hitting a four-year dominance high while altcoins face uncertain futures. Experts delve into market dynamics, debating the implications of new regulations and ETF activities. They also explore the potential for selective altcoin recovery, albeit cautiously, stressing the importance of a balanced investment approach. With insights on upcoming crypto events and the role of AI, this conversation navigates the volatility of the crypto market with both optimism and realism.

Markets are on edge as the U.S. jobs report looms, with expectations of a slowdown in new jobs and potential Fed rate shifts. Tech giant Amazon misses earnings, joining a troubling trend among major players like Microsoft and Alphabet. Meanwhile, Germany's industrial production sees its steepest drop in months, while France enjoys a trade deficit reduction thanks to rising exports. Over in China, forex reserves grow, but the yuan faces pressure from ongoing geopolitical tensions. Big moves are ahead!

Germany's factories are booming, surprising everyone with a 6.9% surge in orders! This rebound has lifted global equities and boosted the DAX Index. Meanwhile, the UK is eyeing a potential 25bps rate cut as concerns over inflation loom. In the U.S., Treasury yields are on the decline after softer service sector data, putting traders on alert for upcoming jobless claims and payroll reports. Stay tuned for real-time market analysis and insights into these shifting economic dynamics!

Markets are buzzing with the Eurozone's first expansion in months, led by the service sector. Japan sees significant wage growth, sparking speculation about a potential rate hike. Geopolitical tensions are affecting trade, with new tariffs on China but delays for Canada and Mexico. Meanwhile, job openings in the U.S. miss expectations, raising bets on a Fed rate cut. The Euro climbs as recession fears recede, setting the stage for a big week ahead with the non-farm payrolls report looming.