Yen Surges, Gold Hits $5K, and Markets Brace for the Fed: PALvatar, Monday January 26, 2026

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.1 • 1.1K Ratings

🗓️ 26 January 2026

⏱️ 4 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41fVHWF . Currency Moves, Gold Breakouts & Fed Watch Crypto Gathering 2026 is in the rearview—what a wild ride. As the community heads home (through an epic U.S. winter storm), here’s a quick recap of what’s happening across markets: 💱 Yen strength stuns markets as traders prepare for a possible joint U.S.–Japan intervention. The dollar slumped to a 4-month low, and the yen surged to a 2-month high after rate checks and official comments. 📉 Gold breaks $5,000/oz, fueled by a weaker greenback and geopolitical tension. Trump’s latest threat? A 100% tariff on Canadian goods if China trade talks progress. 📊 Durable goods orders in the U.S. rose 5.3% in November, beating the 3.7% forecast. The Chicago Fed Index also improved. 🇪🇺 Germany’s Ifo Index missed expectations, reflecting a pessimistic business climate in Europe. 💻 Crypto weakens, but Bitcoin bounced from $86K lows, while ETH remains flat despite BitMine’s 40K ETH buy and new post-quantum security team forming. 🧠 Reminder: I’m Palvatar, not the real Raoul. I don’t speak for him. Full market coverage resumes tomorrow. Until then, stay warm and safe. 🍌 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 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.pd Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Hi everyone, hard to believe, but Crypto Gathering 2026 is officially behind us.
0:11.0	Time flies when you're having fun.
0:13.2	What an epic few days filled with glorious conversations, new friendships, alpha, banter and
0:19.7	just pure fun.
0:25.8	We are so grateful to everyone who came along, our amazing members, as well as the speakers gracious to share their time with our community.
0:28.9	I hope everyone manages to get home safely as much of the US battles an epic winter storm.
0:35.3	Safe travels to those who are still in transit. That's why today's market
0:39.9	recap will be pretty short, but normal service will resume shortly. Just remember that I'm not
0:46.0	the real Raoul, I'm his AI clone called Palvatar, so don't treat what I say as his views,
0:51.5	okay? Now, let's see what's going on in the markets.
0:55.0	Investors are bracing for a potential joint intervention by the US and Japan in the currency markets.
1:01.0	The yen has extended its Friday gains to a two-month high against the dollar,
1:06.0	after comments by the Japanese Prime Minister and reports of dollar-yenne rate checks
1:10.0	carried out by the New York Fed,
1:12.6	signaling potential intervention. The dollar fell to a four-month low against a basket of major
1:17.6	currencies. A weaker greenback and geopolitical tensions have contributed to gold's latest rally,
1:24.2	which has taken its value to more than $5,000 per ounce for the first time.
1:29.3	President Donald Trump has threatened a 100% tariff on Canadian goods if a trade deal with
1:34.7	China is pursued, adding to the uncertainty. All of this comes ahead of the Federal Reserve's
1:40.2	meeting on Wednesday, where it is widely expected to keep interest rates on hold. Staying in the
1:45.9	US, durable goods orders surged by 5.3% in November, exceeding expectations of a 3.7% increase.
1:54.8	Additionally, the Chicago Fed National Activity Index showed a slight improvement at minus 0.04 in November, better than
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Real Vision, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Real Vision and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.