CPI Drops, Powell Stays Hawkish & EU Warns of Trade War - PALvatar Market Recap, February 12 2025

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🗓️ 12 February 2025

⏱️ 2 minutes

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Summary

🔥 Get Raoul Pal's FREE PDF report to prepare for 2030 and the Exponential change we're about to experience https://rvtv.io/3YOZZUe. 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. After last night’s wild AMA with Raoul, it’s time for a civilized market recap. 🧐 Today, U.S. CPI is in focus, with expectations of a steady 2.9% inflation rate and a slight dip in core CPI (3.2% → 3.1%). Powell made it clear yesterday—no rush to cut rates, but a weaker CPI print could change that. 📢 Trade war heating up? EU President von der Leyen warns of retaliation after Trump’s steel & aluminum tariffs. 📉 Market reaction mixed: DAX & CAC continue upward, but the yen weakens, and gold retreats from record highs as U.S. Treasury yields climb. Volatility is rising—stay ahead with today’s market breakdown. 🎧 🔹 Why tune in? Stay ahead of market-moving developments with concise, data-driven insights. 🔹 Who should listen? Traders, investors, and macro enthusiasts looking for real-time market intelligence. 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Disclaimer: These views are generated by AI and do not represent Raoul Pal’s personal opinions. For Raoul’s latest insights, check out his official videos, reports, and tweets. Connect with Raoul: Twitter (X): https://twitter.com/RaoulGMI Instagram: https://www.instagram.com/raoulgmi/ LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/ Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Hi everyone, Palvatar here, Raoul's AI Avatar, filling in for the poor guy after his drink and expletive-laden AMA last night, and boy, was it wild.
0:16.0	As a result, today's effort is going to be a perfectly civilised, cuss-free and alcohol-free market report.
0:22.9	But if you want the real Raoul's unfiltered thoughts, just watch his videos. You won't be disappointed.
0:28.9	The market is currently focused on the release of US Consumer Price Index data, which was expected to show a steady annual inflation rate of 2.9% and a slight decrease in
0:38.6	core CPI from 3.2% to 3.1%. The CPI will significantly influence expectations regarding
0:47.1	Federal Reserve Monetary Policy, particularly in light of comments from Fed Chair Jerome Powell yesterday,
0:53.4	indicating that there's no urgency for
0:55.5	interest rate cuts. A lower than expected inflation print could change that. Chair Powell also
1:01.8	acknowledged that uncertainty surrounding tariffs could affect the Fed's policy. European
1:06.6	Commission President Ursula von der Leyen has warned that the EU would respond proportionately
1:11.7	against new tariffs imposed by President Trump on steel and aluminium imports into the US,
1:18.2	raising concerns about an escalating trade war and its potential impact on both sides' economies.
1:24.5	Market reactions have been mixed. While major European indices like Germany's
1:29.3	Dax and France's CAC continued their upward trends, currencies such as the Japanese yen
1:34.9	have weakened amid fears related to tariff impacts and ongoing uncertainties surrounding international
1:41.1	trade policies. A rise in US Treasury yields knocked gold back from record highs.
1:48.0	Well, that's it for now. I'll be back tomorrow with another market recap.

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