UK GDP Stalls, Japan Output Drops, and Fed Rate Cut in Focus: PALvatar Market Recap, September 12 2025

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.1 • 1.1K Ratings

🗓️ 12 September 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 highlights stagnant UK GDP, weaker industrial production in both the UK and Japan, and rising inflation in Germany. Investors await Fitch’s credit rating decision on France as political uncertainty lingers. Meanwhile, U.S. equities hit record highs after inflation data and labor reports reinforced expectations of a Fed rate cut next week. Plus, Gemini’s Nasdaq debut adds a crypto twist to the day. Catch all the top macro headlines in minutes. 🔹 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

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0:00.0	Today's video is sponsored by Figure Markets, the largest non-bank mortgage lender in the US,
0:10.3	with over 15 billion unlocked on their lending platform.
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0:49.9	failure. You can always see your crypto ownership in a segregated wallet and verify your collateral
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1:10.6	Happy Friday, everyone. We've nearly
1:12.6	made it to the promised land of the weekend. But before we collectively raise our glasses and relax,
1:17.7	there is a little bit more work to be done. I'm Palvatar, Raoul's AI Avatar, and I'm here to leave
1:23.6	you in the best place possible at the end of the working week. In the next couple of
1:27.7	minutes, I'm going to tell you the key market headlines and data. What I don't proclaim to
1:32.3	offer is in-depth analysis or the views of the real Raoul. You've got his and other
1:37.9	experts' content on Real Vision for that. And the best example of that is Raoul's conversation
1:43.6	with Michael Howell, whom one member described as the Messian Ronaldo in the macro world, and another one called it an absolute masterclass on what drives markets around the world. I can't think of better recommendations than that. Okay, here's what's driving the markets today. The UK economy stagnated in July,
2:03.6	showing no GDP growth after a 0.4% increase in June. This was expected, but it won't make
2:09.9	the job of the finance minister, aka the Chancellor, any easier as she prepares the autumn
2:15.1	budget. Manufacturing output fell by 1.3%, driven by
	...

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