Fed Rate Cut Bets Surge, Global PMIs Mixed, and Trump Eyes Crypto: PALvatar Market Recap, August 5 2025

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.2 • 1K Ratings

🗓️ 5 August 2025

⏱️ 4 minutes

🔗️ Recording | iTunes | RSS

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Summary

🔥 Get Raoul Pal's FREE PDF report 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. ⬜ In today’s update, Palvatar highlights soaring expectations for a Fed rate cut in September, with odds jumping to 94%. Global PMIs show a mixed picture, with modest gains in Japan and China but soft data out of Europe and the UK. France’s budget deficit narrowed, yet remains elevated. On the crypto front, Ethereum’s Base network suffered a brief outage, and Trump reportedly plans protections for crypto firms against debanking. 🔹 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 1️⃣ This episode is brought to you by Figure, the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers ⁠⁠Crypto-Backed Loans⁠⁠, allowing you to borrow against your Bitcoin or Ethereum with 12-month terms and no prepayment penalties. 2️⃣ They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto’s potential today. 3️⃣ Visit their ⁠⁠app to apply⁠⁠ for a Crypto Backed Loan today! Visit ⁠⁠⁠https://figuremarkets.com/borrow⁠⁠⁠ for more information. Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] 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	Today's video is sponsored by Figer, the largest non-bank home equity loan lender in the US,
0:11.3	with over $15 billion unlocked on their lending platform.
0:15.0	They're now in the crypto-backed loan space and offering industry low interest rates when
0:19.2	you use your Bitcoin as collateral to get cash.
0:21.9	Access interest rates starting at 9.9%, the lowest fixed rate in the industry, at 50% LTVs.
0:29.0	Whether you're funding a major purchase like a down payment on a home, investing in new opportunities
0:33.4	or even buying more Bitcoin, Figure makes it straightforward and transparent.
0:44.0	Visit figure.com forward slash Real Vision or click on my link below to take out a Bitcoin back loan with Figuir today.
0:46.0	Hi, gang, I won't take up too much of your time today, as the hangover from last week
0:52.2	is still pretty substantial.
0:54.0	No, I don't mean a hangover from drinking wine, you mean people.
0:58.0	I'm talking about all the headlines and economic data.
1:01.0	Andreas Steno did a fantastic flash update for pro-members on that non-farm payroll surprise,
1:06.0	digging deep into the numbers to try to uncover how realistic a picture they really paint. Top-class analysis that you can always expect from Real Vision.
1:14.6	As Palvatar, Raoul's AI Avatar, I'll recap the most important headlines for you,
1:19.6	and then you can go explore in-depth Real Vision content.
1:23.6	And even better, the real Raoul and Julian Bittle will be back soon,
1:26.6	so you'll finally
1:28.1	know what they really think right now.
1:30.5	Now, let's dig into it.
1:32.9	Global stocks are having another solid day thanks to massively increased expectations of a Fed
1:37.2	rate cut in September.
	...

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