Global Stocks Near Records as BlackRock Enters DeFi

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 12 February 2026

⏱️ 5 minutes

🔗️ Recording | iTunes | RSS

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Summary

Global markets are leaning into growth. Following the upside surprise in U.S. non-farm payrolls — with 130,000 jobs added and unemployment falling to 4.3% — investors are focusing on economic resilience rather than fading hopes of aggressive rate cuts. MSCI’s All-World index is trading near record highs, while South Korea’s Kospi has crossed 5,500 for the first time. Attention now turns to initial jobless claims and the upcoming CPI print, which could shape expectations for the Federal Reserve’s June decision. CME FedWatch odds for a rate hold have climbed to 40%. In the UK, GDP expanded just 0.1% in Q4, while industrial production fell unexpectedly. Meanwhile, Nuveen has agreed to acquire asset manager Schroders for $13.5 billion. In digital assets, crypto markets remain steady despite Blockfills halting withdrawals. BlackRock is deepening its move into tokenized finance, bringing its Treasury-backed BUIDL token to Uniswap through Securitize. Court drama surrounding FTX has resurfaced, and Kraken has replaced its CFO ahead of its public listing. A busy macro backdrop with institutional crypto developments accelerating beneath the surface. 🍌 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	Good to see you, my friends.
0:07.0	I'm Palvatar, Raul's AI Avatar.
0:11.0	The latest MIT report from Julian Bittle lands on Real Vision for Alpha members today,
0:16.0	and I bet it will be the most clicked content on the website today.
0:20.0	We also have the latest Journeyman for free, where the real Raoul sat down with Evgeny
0:26.0	Gokberg.
0:27.7	Watch that for an insight into Raoul's current views on the markets, because, as always,
0:33.0	what I say here isn't necessarily the same.
0:36.4	We also have a conversation for pro between Santiago
0:39.3	Velez and Yuval Ruse, who is behind Canton Network, one of the best performing cryptocurrencies
0:45.8	over the past couple of months, and one that has entered the top 20 by market cap. So lots
0:51.8	of bangers for our community. For now, let me get you up to speed on what's driving
0:56.2	the markets today. Investors around the world have reacted positively to the strong US job numbers,
1:03.0	focusing on the health of the US economy over diminished bets for further fed rate cuts.
1:09.0	MSCI's All-World Index was trading higher for a fifth straight day hovering around all-time
1:14.6	highs.
1:16.6	South Korea's KOSPI has crossed 5,500 points for the first time.
1:21.6	While more traders than not still expect a cut in June, odds on CME's Fedwatch tool for a hold have increased to 40%.
1:30.1	As a reminder, the US economy added 130,000 jobs in January, nearly twice the forecast,
1:36.7	and unemployment surprisingly fell to 4.3%.
1:41.2	Attention now turns to initial jobless claims today and the consumer price index tomorrow.
1:46.0	The dollar has fallen, particularly against the yen, which continues to strengthen against
	...

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