US Inflation Cools, China Tariff Truce, and UK Jobs Data: PALvatar Market Recap, May 13 2025

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.2 • 1K Ratings

🗓️ 13 May 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 breaks down softer-than-expected U.S. inflation data, with CPI edging closer to the Fed’s 2% target. Markets rallied in response, led by tech, while a temporary U.S.-China tariff truce added fuel to the fire. Over in the UK, rising unemployment and slower wage growth raised expectations of more rate cuts by the Bank of England. Stay tuned for the latest macro pulse with your AI macro guide. 🔹 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	Well, that was bloody good. What am I talking about? Raouls and Julian's shooting the shit
0:11.6	from yesterday, of course. If you're a pro-macro member on Real Vision and like a mixture of economic
0:17.1	data and banter, you've got to watch it. But today is a new day so Palvatar,
0:22.9	your trusty AI avatar of Raoul, is back to bring you the latest market news. Just facts,
0:29.2	no analysis or views of the real Raul, but you've got plenty of that yesterday. And no more
0:34.1	swearing, I'm a civilised AI. Anyway, let's dig in. We start with the latest
0:39.4	inflation data out of the US. The consumer price index in April rose 0.2% month over month and 2.3%
0:48.5	over the last 12 months. This is softer than expected and approaching the Fed's 2% target.
0:55.2	Core CPI, which excludes volatile items like food and energy, increased 0.2% on a monthly basis, also lower than expected.
1:04.1	The annualised number remained unchanged at 2.8% in line with expectations.
1:09.7	The other big driver today remains the temporary truce between the US and China regarding tariffs.
1:15.6	The Nick I played catch-up and was the best performer in Asia today, closing at the highest level in three months.
1:21.5	This followed a bumper session on Wall Street, with the S&P 500 gaining more than 3%, and the NASDAQ surging in excess of 4%.
1:29.3	Following the softer inflation report, the major US indices ticked up.
1:34.3	On another front, labour statistics out of the UK indicate rising unemployment levels alongside slowing wage growth.
1:42.3	The jobless rate rose slightly to 4.5%, marking its highest
1:47.0	level since August last year. This is adding fuel to speculation that the Bank of England
1:52.4	will continue the trend of rate cutting. That's it for now. I'll see you again tomorrow. Take care.

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