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cover of episode Eurozone Rebound, UK Labor Weakness, and Fed Signals: PALvatar Market Recap, April 15 2025

Eurozone Rebound, UK Labor Weakness, and Fed Signals: PALvatar Market Recap, April 15 2025

2025/4/15
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Real Vision: Finance & Investing

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Palvatar:我的分析显示欧元区工业生产在经历了近两年的下滑后,于2月份实现了同比1.2%的增长,这主要得益于非耐用品和能源生产的强劲增长。然而,中间产品和耐用品的生产却有所下降。与此同时,美国总统特朗普暗示可能会推迟汽车关税,这提振了欧洲和亚洲,特别是汽车制造商的股票。 此外,英国的就业数据显示出疲软的迹象。3月份的就业人数与上月相比下降了7.8万,这是自疫情以来的最大降幅,尽管这一数字仍有待修正。失业率维持在4.4%不变,这表明更多的人离开了劳动力市场。这一就业数据增加了英国央行在5月份会议上降息的可能性。然而,强劲的7%的工资增长可能会加剧通货膨胀,从而使情况复杂化。 最后,一位美联储官员表示,围绕关税的不确定性可能会促使更早地降息,如果经济衰退的风险进一步显现的话。上周债券市场经历了大幅抛售后,目前已经趋于稳定,但高度的不确定性依然存在。

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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 highlights a surprising rebound in Eurozone industrial production, boosted by energy and non-durable goods. European and Asian car stocks rallied after Trump hinted at delays in auto tariffs. Meanwhile, UK job data disappointed, increasing the odds of a May rate cut. A Fed official flagged tariff-related uncertainty as a risk to growth, opening the door to earlier cuts. Bond markets calmed, but macro uncertainty still looms.

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

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