CPI Jahresvergleich BTC ETH SOL

Mr Beasts · 2026-08-12T20:42:31.000Z

Die Gesamtinflation des CPI liegt bei 2,7% im Jahresvergleich, im Monatsvergleich bei 0,2%. Die Kerninflation des CPI liegt bei 3,1% im Jahresvergleich, im Monatsvergleich bei 0,3%. Der Markt hatte zuvor für die Gesamtinflation im Jahresvergleich 3,4% und für die Kerninflation 2,5% erwartet. Die Gesamtinflation liegt unter den Erwartungen, die Kerninflation darüber. Die Inflation kühlt sich ab, aber die Zähigkeit der Kerninflation ist stärker als der Markt erwartet hatte. Aufschlüsselung dieser Daten: Die Gesamtinflation des CPI liegt bei 2,7% im Jahresvergleich, dem niedrigsten Stand seit 2021. Auch im Monatsvergleich von 0,2% entspricht den Erwartungen. Die Kerninflation des CPI liegt bei 3,1% im Jahresvergleich und damit über der Markterwartung von 2,5%; im Monatsvergleich liegt sie zudem bei 0,3% und damit über den erwarteten 0,2%. Die Zähigkeit der Kerninflation im Dienstleistungsbereich bleibt bestehen: Die Preise für Wohnen und medizinische Dienstleistungen fallen nicht so schnell wie die Gesamtinflation.

Overall CPI year-on-year is 2.7%, month-on-month 0.2%. Core CPI year-on-year is 3.1%, month-on-month 0.3%. The market previously expected overall year-on-year at 3.4%, core year-on-year at 2.5%. Overall is below expectations, core is above expectations. Inflation is cooling down, but the stickiness of core inflation is stronger than the market anticipated.
Breaking down this data:
Overall CPI year-on-year is 2.7%, the lowest level since 2021. Month-on-month 0.2% also meets expectations. Core CPI year-on-year is 3.1%, higher than the market expectation of 2.5%, month-on-month 0.3% also higher than the expected 0.2%. The stickiness of core service inflation remains, with housing and medical service prices not falling as quickly as overall inflation.
Oil prices have fallen from the July high to around $80, which clearly drags down overall CPI. But the stickiness of core service inflation mainly comes from housing costs and wage growth, two variables insensitive to interest rates, so rate cuts cannot suppress them. Non-farm data has confirmed employment is cooling, but core inflation data reminds the market that the cooling speed may not be fast enough.
Impact on BTC:
Overall CPI is below expectations, core CPI is above expectations, directions are opposite, but the overall narrative is moderate. The probability of a Fed rate hike in September will not rise sharply because of this data, as overall inflation is indeed trending down. But the stickiness of core inflation will suppress rate cut expectations, and the market needs more time to wait for easing signals.
BTC is very likely to have a short-term rebound, with 64500 to 65000 as the first target, a breakthrough looking at 65500. But the sustainability of the rebound needs verification; higher core inflation means the Fed will not rush to signal a shift. If core inflation remains high, BTC may be blocked and fall back again in the 65500 to 66000 range.
Operations:
Continue holding long positions at 62288, move stop loss up to 63000, first target 64500 to 65000, breakthrough looking at 65500. If the price pulls back to 63500 to 63800 without volume dropping below, it's a chance to add positions. CPI data is overall moderate, but higher core means betting on rate cuts requires more patience. The direction hasn't changed, but the timing must be right. Overall weak CPI is a short-term positive, higher core is a medium-term constraint. Hold your positions, don't be scared out by volatility. Brother Ci is done, savor it. $BTC $ETH  $SOL 