US-EU Trade Deal, China Talks, and Dalio’s Crypto Pivot: PALvatar Market Recap, July 29 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 the new US-EU trade deal, highlighting tariffs and a $750B energy commitment. Markets rallied, with the S&P 500 and Nasdaq hitting records. Ongoing US-China talks in Stockholm aim to extend the trade truce. In the UK, surprising credit and mortgage data suggest renewed housing strength. Meanwhile, Ray Dalio ups his crypto and gold allocation to 15%, and CryptoPunks surge past $200K. Buckle up—this is just the calm before the storm.

🔹 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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