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cover of episode Trump Tariffs Trigger Market Meltdown, JPMorgan Raises Recession Odds: PALvatar Market Recap, April 04 2025

Trump Tariffs Trigger Market Meltdown, JPMorgan Raises Recession Odds: PALvatar Market Recap, April 04 2025

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

Real Vision: Finance & Investing

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Palvatar: 我是Palvatar,一个AI虚拟化身。今天市场表现糟糕,美国股市经历了自2020年3月新冠疫情以来最糟糕的一天,纳斯达克指数暴跌6%,标普500指数下跌5%。这主要是因为特朗普总统宣布了大规模的新关税,中国随即采取了报复性措施,对所有来自美国的进口商品征收34%的关税。自重返权力以来,特朗普已经对中国进口商品征收了总计54%的关税。 全球贸易战加剧了通胀压力,可能导致消费者物价上涨,同时抑制经济增长。摩根大通分析师已将美国经济衰退的概率预测上调至60%。在这种不确定性背景下,投资者正在关注非农就业数据以及美联储主席鲍威尔关于货币政策方向的讲话,以应对与特朗普关税策略相关的通胀担忧。非农就业数据显示,3月份新增就业岗位远超预期,达到228,000个,失业率上升至4.2%。总而言之,这是一个充满挑战的时期,投资者需要谨慎应对。

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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 recaps the worst day for U.S. equities since March 2020, triggered by sweeping new tariffs from President Trump and immediate retaliation from China. As fears of a global trade war grow, JPMorgan raises the U.S. recession probability to 60%. Meanwhile, crypto markets remain surprisingly calm, and all eyes turn to Nonfarm Payrolls and Powell’s upcoming remarks. And non-farm payrolls (aka U.S. jobs) came far ahead of expectations at 228,000, and unemployment rose to 4.2%. It’s a rough end to the week—stay safe out there.

🔹 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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