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cover of episode Trump’s Big Beautiful Bill, Eurozone Wobbles, and a Bitcoin Whale Awakens: PALvatar Market Recap, July 4 2025

Trump’s Big Beautiful Bill, Eurozone Wobbles, and a Bitcoin Whale Awakens: PALvatar Market Recap, July 4 2025

2025/7/4
logo of podcast Real Vision: Finance & Investing

Real Vision: Finance & Investing

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Palvatar: 作为Raoul Pal的AI形象,我在此向大家汇报美国国会通过了特朗普总统的标志性税改法案,即所谓的“Big Beautiful Bill”。尽管此前有担忧认为该法案可能导致超过3万亿美元的财政赤字,但最终参议院仅有三名、众议院仅有两名议员反对,巩固了特朗普对共和党的控制。为了弥补税改带来的财政压力,特朗普政府希望通过关税来增加收入。5月份的关税收入飙升至创纪录的240多亿美元,较上月增长25%,是去年同期的四倍。然而,7月9日特朗普的“互惠关税”暂停期即将结束,这给未来的贸易关系带来了不确定性。总统已宣布计划开始向贸易伙伴发送信函,概述新的关税措施。这些政策的实施,无疑将对全球经济格局产生深远的影响,我们也将持续关注其后续发展。

Deep Dive

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🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe.

⬜ 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 unpacks the passage of President Trump’s ambitious tax-cut plan, the Big Beautiful Bill, and rising U.S. tariff revenues ahead of a key July 9 deadline. European economic worries resurface as German factory orders and French industrial output disappoint. Meanwhile, crypto eyes a sleeping giant—20,000 bitcoin moved after 14 years—plus a $250M push into real-world assets by Ondo and Pantera. A short briefing before your holiday cocktail.

🔹 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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