Real Vision: Finance & Investing

PALvatar Market Recap - February 4, 2025: Tariff Wars, China Strikes Back & U.S. Manufacturing Rebounds ft. Raoul Pal AI Avatar


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Tariff Suspensions, China’s Retaliation & U.S. Manufacturing Rebound


Markets are digesting Trump’s 30-day tariff suspension for Mexico & Canada, but the real action is with China’s countermeasures. With new 10% tariffs on Chinese imports, Beijing is hitting back with fresh levies on U.S. goods and an antitrust probe into Google.


Meanwhile, U.S. manufacturing is turning a corner—both S&P Global’s PMI and ISM Manufacturing point to a long-awaited expansion. Elsewhere, France’s deficit is shrinking, and Japan’s bond yields are surging as market sentiment shifts.


What’s next? JOLTS Jobs Report this Tuesday will give us more clues. Tune in for the full breakdown.


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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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