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cover of episode Fed Turmoil, Shell-BP Merger Rumors, and U.S. GDP Contraction: PALvatar Market Recap, June 26 2025

Fed Turmoil, Shell-BP Merger Rumors, and U.S. GDP Contraction: PALvatar Market Recap, June 26 2025

2025/6/26
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Real Vision: Finance & Investing

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Palvitar: 我观察到美元显著走弱,这主要是由于市场对美联储独立性的担忧。特朗普总统持续批评美联储主席杰罗姆·鲍威尔,加剧了这种担忧。据《华尔街日报》报道,特朗普可能提前宣布鲍威尔的继任者,这进一步打压了市场信心。特朗普甚至公开指责鲍威尔未能更快降息,称其为“非常愚蠢的人”。目前,特朗普正在考虑包括前美联储理事Kevin Walsh和国家经济委员会主任Kevin Hassett在内的多位人选。由于这些因素的综合影响,美元已经跌至三年来的低点,这反映了市场对美国货币政策前景的担忧。

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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 growing concerns over the Fed’s independence as Trump eyes a potential replacement for Powell, sending the U.S. dollar to a three-year low. He also covers a rumored Shell-BP merger, a surprising U.S. GDP contraction, and mixed labor market signals. Meanwhile, U.S. factory orders jump sharply, and German consumer sentiment takes an unexpected dip despite improved wage and spending prospects.

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

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