Hot PCE Data, Fed Pushback, and Meta & Microsoft Earnings: PALvatar Market Recap, July 31 2025

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.2 • 1K Ratings

🗓️ 31 July 2025

⏱️ 7 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 breaks down hotter-than-expected U.S. inflation data, rising jobless claims, and the Fed’s continued resistance to rate cuts. We also cover Japan’s steady rates, Trump’s new trade deal with South Korea, and stable inflation across Europe. On the earnings front, Meta and Microsoft crushed expectations, with Microsoft hitting a $4 trillion valuation. Plus, a JPMorgan-Coinbase partnership is making waves ahead of tonight’s earnings. Tune in for the sharpest macro take of the day. 🔹 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 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 9.9%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault on chain. 3️⃣ Unlock your crypto’s potential today. Visit their app (figuremarkets.onelink.me/Plnq/2uhuytay) to apply for a Crypto Backed Loan today! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. Visit figure.com 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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0:35.8	Today's video is sponsored by Figer, the largest non-bank home equity loan lender in the US,
0:41.3	with over $15 billion unlocked on their lending platform.
0:44.3	They're now in the crypto-back loan space and offering industry low interest rates when you
0:49.3	use your Bitcoin as collateral to get cash.
0:52.3	Access interest rates starting at 9.9%,
0:54.6	the lowest fixed rate in the industry,
0:57.1	at 50% LTVs.
0:59.2	Whether you're funding a major purchase
1:00.7	like a downpapers on a home,
1:02.3	investing in new opportunities
1:03.4	or even buying more Bitcoin,
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1:08.0	Visit figure.com forward slash real vision or click on my link below to take out a
1:13.8	Bitcoin back loan with Figger today. Well, I'm glad you're back after yesterday's rather
1:19.7	grueling set of headlines. But you know what? We're upping the tempo again today because we're
1:24.9	still in the thick of it. I'm sure you can handle it, especially with my help.
1:29.8	After all, my main mission as Palvatar, Raul's AI avatar, is to cut down on noise and
1:35.5	bring you the most important market-moving headlines.
1:39.4	But to be clear, what I don't do is pretend that I'm the real Raoul, so don't expect the same level of depth
1:45.4	or consider what I say as his views. Now, without further ado, let's recap what's happening today.
	...

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