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cover of episode US-China Trade Truce, Cooling CPI, and Crypto Legislation: PALvatar Market Recap, June 11 2025

US-China Trade Truce, Cooling CPI, and Crypto Legislation: PALvatar Market Recap, June 11 2025

2025/6/11
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Real Vision: Finance & Investing

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Palvitar: 我观察到美中贸易关系出现缓和迹象,两国官员就维持关税暂停和解除部分出口限制达成框架协议,尤其是在稀土方面。尽管如此,由于细节尚不明确,投资者对该协议的持久性持谨慎态度。同时,美国公布的最新通胀数据显示,消费者价格指数(CPI)和核心CPI均低于预期,这增加了美联储降息的可能性,并打破了此前对关税可能引发通胀的担忧。此外,抵押贷款申请量有所增加,显示出经济的韧性。日本方面,生产者价格增长放缓,加上长期债券收益率上升,降低了日本央行进一步加息的可能性。在加密货币领域,美国的《Clarity Act》在国会取得进展,加密货币交易所Bullish也计划上市,而SEC则要求对Solana ETF的申请文件进行修改。

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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 cautious optimism around a renewed U.S.-China trade truce, lower-than-expected U.S. inflation data strengthening the case for Fed rate cuts, and a notable rise in mortgage applications. Japan sees slower producer price growth, reducing chances of further BoJ hikes. On the crypto front, the Clarity Act advances in Congress, and Bullish signals plans to go public. Plus, the SEC requests changes on the proposed Solana ETF filing.

🔹 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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