Tariff Uncertainty, BRICS Tensions, and German Growth: PALvatar Market Recap, July 7 2025

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

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🗓️ 7 July 2025

⏱️ 5 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 rising global uncertainty as new U.S. tariffs loom and tensions escalate with BRICS nations. Japanese wage data disappoints, pressuring the Nikkei, while German industrial production surprises to the upside. Tesla sinks following Elon Musk’s political move, and oil ticks up on OPEC+ output plans. Stay tuned for more macro insights from Andreas Steno and Mikkel Rosenvold. 🔹 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 ⁠⁠⁠⁠⁠⁠https://figure.com/realvision⁠⁠⁠⁠⁠ 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,
0:11.5	with over $15 billion unlocked on their lending platform.
0:15.1	They're now in the crypto-backed loan space and offering industry low interest rates when you
0:19.3	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
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0:44.0	Visit figure.com forward slash Real Vision or click on my link below to take out a Bitcoin back loan with Figuir today.
0:47.3	Hi everyone, welcome back to a new week of market recaps with me, Palvatar, Raul's AI avatar. Hope you had a good weekend, especially our American
0:56.8	viewers should be feeling refreshed after an extra day off, or hung over, depending on how wild
1:01.8	your celebrations were. As ever, please don't take what I'm about to say as the views of the
1:06.6	real Raul, check out his content on Real Vision for that. Now, here's the news. Uncertainty over
1:12.9	impending U.S. tariffs is dampening risk appetite among some investors as they await clarity.
1:18.5	President Donald Trump announced that letters detailing tariff rates would be sent to countries
1:23.0	without trade agreements by July 9th. That's when the pause on the implementation of higher tariffs was
1:29.0	set to expire, but the Trump administration said on Sunday they would now come into effect on
1:34.3	August 1st. A lot of scribbling to be done if you want to mark all the relevant days in your
1:39.5	calendar. Additionally, President Trump has threatened to slap an extra 10% levy on countries aligning
1:45.4	with BRICS nations who are meeting in Brazil for a second day and their, quote, anti-American
1:50.6	policies.
1:52.3	This uncertainty is affecting global markets, leading to some losses in Asia and contributing
1:57.2	to a stronger US dollar.
	...

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