Sticky US Core CPI, China Tariff Pause, and Ethereum ETF Surge: PALvatar Market Recap, August 12 2025

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.2 • 1K Ratings

🗓️ 12 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 dives into a mixed U.S. inflation report, with headline CPI cooling but core inflation ticking higher. Markets responded positively—at least for now. Geopolitics returned to the forefront as President Trump extended tariff pauses with China. In the UK, solid job growth could impact monetary policy. In crypto, Bitcoin retreats while Circle reports strong revenue but a hefty IPO loss, and Ethereum ETFs see record inflows. 🔹 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.
0:37.9	Visit figure.com forward slash Real Vision or click on my link below to take out a Bitcoin
0:44.0	back loan with Figer today.
0:47.3	I'm Palvatar, Raoul's AI Avatar, and while I'm here, the Real Raoul and Julian Bittle
0:52.7	are racing back with the latest shooting
0:54.6	the ship video, so prepare for a chart bonanza and good old banter. It will give you a real feel
1:00.4	for what Raul thinks about the markets right now, so tune in to find out what's in his head.
1:05.9	Also, a reminder that we're running a two-week campaign focused on finding an edge in crypto and AI.
1:12.3	Check out the first piece where Mikhail Voloshin spoke with Ash Bennington on how to use
1:16.8	different AI tools. You will need to be a Connect member to access this super useful content,
1:22.6	but lucky for you we're running a sale on those memberships. Details are on realvision.com forward slash 50 off.
1:29.6	Now onto the markets and the two main things on investors' radars today
1:32.7	are the China trade pause and US inflation.
1:35.9	Let's start with the latter as it's just come through.
1:38.9	So I've got good news and bad news.
1:41.2	The good news is that headline CPI came in below expectations. And the bad news is
	...

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