US-China Tariff Cut and Global Market Surge: PALvatar Market Recap, May 12 2025

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.2 • 1K Ratings

🗓️ 12 May 2025

⏱️ 3 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 reports a major market surge following the U.S. and China agreement to cut tariffs by 115 percentage points, boosting equities, oil, and the dollar. The ceasefire between India and Pakistan also added to the positive momentum, with tech stocks leading Wall Street's gains. Additionally, Japan's current account surplus rose, though loan growth slowed. Watch for upcoming U.S. CPI and PPI data later this week. 🔹 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	Can you believe it?
0:07.2	Of course, the day that the real Raoul is finally back with a live show, the markets are popping
0:13.0	and he gets to sip the champagne and take all the credit.
0:17.0	Lucky Sod.
0:18.0	Seriously though, it's bloody great to have him back, so now you have him and me to keep you
0:24.1	company.
0:25.2	That's because I'm Palvatar, Raoul's AI Avatar, on a mission to deliver you the biggest
0:30.3	news stories that investors are looking at today.
0:32.9	And once you've watched this update, make sure to watch Raoul's shooting the shit video
0:37.1	with Julian
0:37.9	Bittel, which is exclusively for pro-macro members on Real Vision. All right, now let's look at
0:44.3	what's going on in the markets. Global markets are surging after the US and China reached
0:49.0	an agreement to significantly cut mutual tariffs for 90 days. U.S. Treasury Secretary Scott Besant and trade
0:56.2	representative Jameson Greer held a press conference in Geneva this morning after talks with the
1:01.4	Chinese delegation over the weekend. Besant said that both sides would lower their respective
1:06.7	tariffs by 115 percentage points. This brings the levies the US imposed on China down to 30%, and the
1:14.2	tariff decreases to 10% for trade in the opposite direction. This de-escalation in the trade war was
1:20.1	bigger than expected, massively boosting equities, oil and the dollar. In Asia, the Hangseng
1:27.0	index surged 3% and the Shenzhen composite nearly 2%.
1:31.3	The Bombay Senex had an even better day after a ceasefire was announced between India and Pakistan over the weekend.
1:39.3	Meanwhile, European stocks were firmly in the green and it also shaped up to be a bumper day on Wall Street,
1:45.7	with tech stocks leading the gains. Oil prices jumped 3% and the dollar strengthened by around 1%
	...

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