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cover of episode Middle East Ceasefire, German Sentiment Recovery, and Powell’s Testimony: PALvatar Market Recap, June 24 2025

Middle East Ceasefire, German Sentiment Recovery, and Powell’s Testimony: PALvatar Market Recap, June 24 2025

2025/6/24
logo of podcast Real Vision: Finance & Investing

Real Vision: Finance & Investing

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Palvitar: 我为大家带来最新的市场回顾。全球股市在伊朗和以色列宣布停火后上涨,缓解了人们对石油生产可能中断的担忧,导致原油价格大幅下跌,并促成了整体风险偏好情绪。然而,人们对停火是否能够维持存在疑问,以色列指责伊朗在停火生效后几个小时就违反了停火协议,并誓言报复。美国总统唐纳德·特朗普呼吁以色列停止轰炸。尽管如此,在欧洲午餐时间,亚洲和欧洲主要股指大幅上涨,华尔街期货也转为绿色。加密货币价格飙升,许多另类币实现了两位数的涨幅。黄金和石油价格均跌至战争开始前的最低水平。在经济新闻方面,德国的商业信心持续复苏,IFO商业气候指数6月份升至88.4,为一年来的最高水平,高于预期的88.2。在美国,6月份的标普综合PMI也超出了预期,尽管与上个月相比,扩张速度略有放缓。53.1的数字得益于制造业活动超出预期的增长,公司招聘速度为一年多来最高。另一方面,由于价格压力不断增加,截至6月份的三个月内,服务出口遭受了自2022年末以来最大的季度收缩。今天一个值得关注的事件是杰罗姆·鲍威尔在国会作证。在美联储官员发表鸽派言论后,人们越来越猜测可能会降息。请关注相关线索。

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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 covers the market’s risk-on reaction to the Iran-Israel ceasefire and the resulting fall in oil and gold prices. Equity markets and crypto surged, while doubts remain over the ceasefire’s stability. In macro news, German business sentiment hit a one-year high, and the U.S. saw solid PMI figures despite weak services exports. Markets now await Jerome Powell’s testimony for clues on potential Fed rate cuts.

🔹 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.

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