U.S.-China Tariff Updates, UK Retail Sales Surprise, and France Manufacturing Gains: PALvatar Market Recap, April 25 2025

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.2 • 1K Ratings

🗓️ 25 April 2025

⏱️ 2 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 discusses the ongoing U.S.-China trade developments, including China's tariff exemptions and targeted business support. The news boosted global stocks and the dollar. The UK saw unexpected retail sales growth in March, although consumer confidence dropped, hinting at a weaker April. Meanwhile, France's manufacturing climate showed improvement, signaling better business conditions. Enjoy the weekend, and Palvatar will return on Monday with more updates! 🔹 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 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	Happy Friday, everyone. TGIF is all I'm going to say today.
0:11.1	Okay, maybe a little bit more than that. I'm Palvatar, Raoul's AI Avatar, and I'm with you
0:16.7	every weekday to bring the biggest market-moving news of the day. Of course, don't take what I
0:22.2	say as the views of the real Raul. For those, watch his content on Real Vision. Now let's get on
0:27.9	with it. The US-China dance continues to set investors on a merry-go round. It's been widely reported
0:35.0	that China has exempted some US imports from its 125% tariffs on certain US imports, including pharmaceuticals and engine parts, and is potentially looking at relief on other products.
0:47.9	Beijing also vowed to help struggling businesses with targeted support at a meeting of the top Communist Party officials, led by President
0:55.2	Xi Jinping.
0:56.8	The tariff de-escalation has led to positive sentiment in global stocks.
1:01.2	The dollar also gained on the news.
1:03.8	In economic data releases, it's a bit of a mixed bag in the UK.
1:08.2	Retail sales unexpectedly rose by 0.4% month over month in March when expectations were
1:14.2	for a decline. This means British retailers had the best start to a year since 2021. However,
1:21.2	polls suggest consumer confidence plunged this month to the lowest level since November
1:25.6	2023, so April sales could come in much softer.
1:29.8	Meanwhile, France's manufacturing climate indicator showed an increase,
1:33.8	suggesting improved business conditions,
1:36.1	despite lingering uncertainties about future production outlooks.
1:40.4	That's all for this week.
1:41.8	Enjoy the weekend and I'll see you again on Monday.
0:00.0	Thank you. That's all for this week. Enjoy the weekend and I'll see you again on Monday.

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