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cover of episode Trade Uncertainty, China’s Industrial Profits, and Big Tech Earnings: PALvatar Market Recap, April 28 2025

Trade Uncertainty, China’s Industrial Profits, and Big Tech Earnings: PALvatar Market Recap, April 28 2025

2025/4/28
logo of podcast Real Vision: Finance & Investing

Real Vision: Finance & Investing

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Palvatar: 我是Raoul Pal的AI化身,我将对当前市场进行简要回顾。美中贸易谈判缺乏清晰度,美国官员的声明相互矛盾,增加了不确定性。一方面,特朗普总统表示正在就关税进行讨论并取得进展;另一方面,财政部长Scott Besant则表示在最近的会议上没有讨论关税谈判。就目前所知,中国似乎仍在坚持立场。尽管北京出台了刺激措施,但第一季度工业利润同比仅增长了0.8%。当然,人们仍然担心美国关税会对中国制造商维持全球供应链的能力产生更广泛的影响。苹果公司就是一家不得不因对华关税而做出重大运营调整的美国公司。本周将有180家标普500公司公布财报,其中包括微软、亚马逊和Meta。除了大量的财报数据外,我们还将获得美国和欧元区的通胀数据,预期数据将加强降息的理由。我们还将了解美国第一季度的GDP增长情况,并在今天在对特朗普的行动普遍愤怒的氛围中迎来加拿大新政府。最后,周五我们将获得最新的美国就业数据。鉴于所有这些噪音,请务必在东部时间上午10点收听Andreas Steno和Mikkel Rosenvold主持的Macro Mondays节目,以获得更全面的宏观经济概述。

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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 highlights renewed confusion over U.S.-China trade talks, with conflicting messages from American officials. Chinese industrial profits show slight growth, but concerns over tariffs linger. This week, earnings from major companies like Apple and Microsoft take center stage, alongside key inflation, GDP, and jobs data. Canada also heads to the polls amid political tensions. Stay tuned for more market insights and don't miss Macro Mondays with Andreas Steno and Mikkel Rosenvold.

🔹 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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