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cover of episode Ceasefire Boosts Risk Appetite, Japan’s Policy Divide, and Powell Stays Cautious: PALvatar Market Recap, June 25 2025

Ceasefire Boosts Risk Appetite, Japan’s Policy Divide, and Powell Stays Cautious: PALvatar Market Recap, June 25 2025

2025/6/25
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Real Vision: Finance & Investing

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Palvatar: 以色列和伊朗之间的停火协议似乎正在维持,这提振了投资者的风险偏好,并导致对黄金和美元等避险资产的需求下降。当然,现在我说出来了,可能有人会发射导弹,但希望一切保持平静。日本方面,尽管领先指数有所上调,但仍处于较低水平。日本央行官员在货币政策方向上存在分歧,一些人认为应尽快加息以应对通胀,而另一些人则主张维持宽松政策。美联储主席鲍威尔表示不急于降息,专注于确保通胀不会上升,尽管如此,美国国债收益率仍然下降。法国消费者信心依然低迷,西班牙第一季度的GDP增长确认为0.6%。总的来说,全球通胀和地缘政治风险持续影响投资者情绪。

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⬜ 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 that the S&P 500 is nearing a record high as a ceasefire between Israel and Iran calms markets. Meanwhile, the Bank of Japan faces internal debate over rate hikes, Powell remains cautious on U.S. cuts, and French consumer confidence stays weak. Spain’s Q1 GDP is confirmed at 0.6%. Global inflation and geopolitical risks continue to shape investor sentiment.

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🔹 Who should listen? Traders, investors, and macro enthusiasts looking for real-time market intelligence.

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