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cover of episode Tariff Ruling, Nvidia’s Blowout Earnings, and Global Sentiment Uptick: PALvatar Market Recap, May 29 2025

Tariff Ruling, Nvidia’s Blowout Earnings, and Global Sentiment Uptick: PALvatar Market Recap, May 29 2025

2025/5/29
logo of podcast Real Vision: Finance & Investing

Real Vision: Finance & Investing

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Palvatar: 大家好,我是Palvatar,一个AI形象。我将以Raoul Pal的声音为大家总结当日最大的市场驱动因素。需要注意的是,我的观点不代表Raoul的观点,请参考The Journeyman和其他Real Vision的内容。今天的主要市场动态包括:美国联邦法院阻止了特朗普的“解放日”关税,导致股市上涨和美元走强。法院认为总统滥用了紧急条款来为他的行为辩护,但政府已经对此裁决提出上诉。英伟达的季度收入增长了70%,尽管对中国的芯片交付限制日益增加。白宫进一步收紧了对中国出口各种产品和服务的限制,贸易战进一步升级。埃隆·马斯克将辞去政府顾问职务,更加专注于特斯拉的工作。马斯克的成本削减部门声称减少了1750亿美元的联邦支出,但数据难以核实,远未达到最初目标。日本的消费者信心指数从4月的低点显著上升,表明对整体生活和就业前景的信心有所改善。意大利的制造业信心指数和消费者信心指数均有所上升。美国石油价格上涨,原因是上周的库存意外下降超过400万桶。今天美国还将公布第一季度GDP增长修正值以及首次申请失业救济人数。

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Shownotes Transcript

🔥 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 covers the market’s reaction to a U.S. court blocking Trump’s “Liberation Day” tariffs, sending equities and the dollar higher. Nvidia soars on massive revenue growth despite export restrictions to China, while the White House tightens those restrictions further. Elon Musk steps back from government advisory roles to focus on Tesla. Meanwhile, improving consumer sentiment in Japan and Italy adds to the global optimism, and U.S. oil prices rise amid surprise inventory drops.

🔹 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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⬜ This episode is #sponsored by @FigureMarkets—the platform to Earn and Borrow. ⬜ Unlock your crypto’s potential today—click below to apply for a Crypto Backed Loan today!

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Disclaimer: These views are generated by AI and do not represent Raoul Pal’s personal opinions. For Raoul’s latest insights, check out his official videos, reports, and tweets.

 

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