Fed Dovish Turn, U.S. Labor Weakness, and Polymarket’s U.S. Return: PALvatar Market Recap, September 4 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 dives into rising confidence in Fed rate cuts following weak U.S. labor data, which lifted global equities despite bond market jitters. Tech stocks led the charge, while China lagged on regulatory fears. Commodities retreated after recent highs, and oil softened on surprise U.S. inventory builds. In Europe, construction data showed mixed signals. Crypto made headlines with Polymarket’s U.S. return and American Bitcoin’s public debut.

🔹 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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