Claudia Sahm Re-poster

#USJulyCPI&PPIDueThisWeek CPI drops today, PPI tomorrow. The real question isn't simply “hot or cool?”—it's whether inflation is re-accelerating enough to force the Fed into a higher-for-longer stance. Current expectations point toward ~3.4% headline CPI and ~2.5% core. A meaningful upside surprise could push Treasury yields and the dollar higher, tightening financial conditions and pressuring BTC/crypto liquidity. But a soft CPI + benign PPI would strengthen the disinflation narrative, revive rate-cut expectations and potentially unlock another risk-on move. For crypto, watch core CPI, services inflation, PPI, and yields—not just the headline number. This week could decide the next macro direction for BTC.😎 $BTC $CRCLONBSC