After the nonfarm payrolls data was released, the market’s probability of the Federal Reserve raising rates by 25 basis points in September quickly rose from 49% to about 60%.
Citigroup has pushed back its forecast for the Fed’s next rate cut to June next year.
Higher interest rates put direct pressure on Bitcoin, raising the opportunity cost of holding a non-yielding asset and tightening overall financial conditions.
Bitcoin plunged sharply from above 82,000, at one point falling below 80,000 dollars.
But Thirteen must remind everyone of one thing: Bank of America’s latest research report points out that August’s nonfarm employment data was only an "opening warm-up"; the key variable that will truly determine whether the Fed raises rates in September is next week’s CPI inflation data.
Fed Governor Waller also signaled a more dovish stance, saying this month’s interest-rate decision is largely being shaped by the inflation report due next week, and that he is beginning to see signs of inflation easing.
The FOMC meeting on September 15-16 will be the real day of judgment.
The nonfarm data has already pushed the probability of a rate hike to 60%, but CPI is the final yardstick.