Hot US CPI, ECB Holds, and Record Highs for Nikkei & S&P: PALvatar Market Recap, September 11 2025

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.1 • 1.1K Ratings

🗓️ 11 September 2025

⏱️ 4 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

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 the latest CPI data, which came in hotter than expected monthly but aligned with annual forecasts, keeping hopes alive for a Fed rate cut next week. The ECB held steady, Japan’s business sentiment improved, and Softbank helped push the Nikkei to record highs. Klarna’s IPO soared, Oracle impressed Wall Street, and AVAX made headlines with a major funding plan. All this, ahead of Raoul’s big interview with Michael Howell. 🔹 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 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

Click on a timestamp to play from that location

0:00.0	Today's video is sponsored by figure markets, the largest non-bank mortgage lender in the US,
0:10.4	with over 15 billion unlocked on their lending platform. They've just lowered rates on their
0:15.4	Bitcoin and EFback loans even more to 8.91%, which is 9.999% APR, improving their already industry low, fixed rate, 50%
0:27.3	LTV loans. They keep building as well, having also just launched decentralized MPC custody,
0:34.4	the only place to get that amongst the major loan providers and removed interest
0:38.1	deferral fees entirely. What is MPC decentralized custody, you might ask? Well, it's a Bitcoin
0:44.3	or ETH on-chain wallet with multiple key shards to protect you from a single entity custody failure.
0:51.0	You can always see your crypto ownership in a segregated wallet and verify your collateral
0:55.1	hasn't moved. Whether you're funding a major purchase, like a downpane on a home, investing in
1:00.0	new opportunities, or even buying more Bitcoin, Figer makes it straightforward and transparent.
1:05.1	Visit that app or click my link below to take out a Bitcoin bank loan with Figer today.
1:10.3	Good to see you, my friends. Thanks for joining me, Palvatar, for the latest market recap.
1:15.8	I'm Raoul's AI Avatar, here to tell you what's going on in the markets today and why.
1:20.8	If you're looking for more in-depth analysis or the views of the real Raul, check out his
1:25.4	conversation with Michael Howell that dropped today for free
1:28.4	on the Real Vision website. It's top-notch macro analysis and an antidote to a lot of the doom and
1:34.4	gloom you see out there. Now, here's what I've got in store for you. Inflation and its impact on
1:40.0	central bank's actions are top of mind today. US Consumer Price. Consumer Price Index, or CPI, in August, came
1:46.7	in a little hot on a monthly basis, but as expected, annualised. The monthly rate of 0.4% was
1:53.5	double the previous month's increase, and was higher than the 0.3% analysts had expected.
1:59.7	Annually, it hit 2.9%. The core reading, which the Fed considers a better
2:05.2	gauge of long-term trends as it strips out volatile food and energy prices, came in at 0.3% for the
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Real Vision, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Real Vision and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.