Nvidia’s $100B AI Bet, Global PMI Divergence, and Fed Cut Odds: PALvatar Market Recap, September 23 2025

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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 breaks down Nvidia’s potential $100 billion investment in OpenAI and its ripple effects on markets, with U.S. stocks and gold hitting record highs. We also explore key global PMI data, showing strong services in Germany but ongoing contraction in France. The UK and India see mixed signals, while crypto reels from a leveraged sell-off. Finally, Palvatar previews U.S. PMI releases and Fed expectations amid rising rate-cut bets.

🔹 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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