Tariff Tensions, Japan’s CapEx Surprise, and Eurozone PMI Stabilization: PALvatar Market Recap, June 2 2025

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.2 • 1K Ratings

🗓️ 2 June 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 unpacks Trump’s proposed tariff hikes on steel and aluminium and their ripple effects on global markets, especially in Japan. Despite trade tensions, Japan saw a surprising rise in corporate capital spending. In Europe, manufacturing PMIs hint at early stabilization, with Germany and the Eurozone showing signs of recovery. Looking ahead, markets await key U.S. data and a likely rate cut from the ECB. Tune in for deeper insights from Macro Mondays. 🔹 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 3-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.Unlock your crypto’s potential today. 3️⃣ Visit figure.com/realvision 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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1:29.5	with figure markets. Hi everyone. Hope you had a good weekend. Can you believe it's June already?
1:35.3	Where does the bloody time go? As always, as Palvatar, I'm here to get you up to speed on what's
1:40.9	driving the markets to help you make better informed investment decisions.
1:45.4	Of course, I'm just an AI avatar, so don't take what I say as the views of the real Raoul.
1:50.5	With that said, let's see what's going on.
1:53.2	The tariff show goes on, although viewers are increasingly less bothered.
1:57.6	US President Donald Trump's plans to double tariffs on steel and aluminium imports from 25% to 50%
2:03.6	have caused a slightly negative sentiment in global markets. The falls have been modest, though,
2:08.6	maybe with the exception of the NICI-225, which closed 1.3% lower. The sentiment there wasn't helped
2:15.6	by accusations from China that the US had violated their
	...

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