Big Events in the Coming Week | Sep 7—Sep 13
Sep 7 | US Labor Day
US stock and bond markets and ETFs are closed for the holiday. Even if Crypto breaks out today, there’s still a lack of synchronized confirmation from US equities and spot ETF flows.
Sep 8 | US Markets Resume Trading
After the holiday, TradFi capital returns to the market. Focus on spot BTC and ETH ETF inflows to verify whether Crypto action during the weekend/holiday received a continuation from traditional funds.
Sep 10, 20:30 | US Aug PPI
The first inflation checkpoint. After relatively strong jobs data, if PPI continues to come in above expectations, market expectations for September Fed easing may cool further.
Sep 11, 20:30 | US Aug CPI
The most important data of the week. The market already knows employment isn’t weak—the real factor for the Fed’s next move is whether inflation has re-accelerated, especially tracking core CPI.
Sep 12—13 | Markets Reprice the FOMC
Once CPI and PPI are fully released, the rates market will reprice the September FOMC. Key things to watch include US Treasury yields, the US Dollar Index, the probabilities of the Fed cutting/holding rates, and whether BTC can hold its price under macro pressure.
Next stops: Sep 15—16 FOMC, and Sep 16 Circle Arc’s public mainnet launch.
In other words, this week’s PPI + CPI is setting the pricing for the two major events of next week.
$BTC
Sep 7 | US Labor Day
US stock and bond markets and ETFs are closed for the holiday. Even if Crypto breaks out today, there’s still a lack of synchronized confirmation from US equities and spot ETF flows.
Sep 8 | US Markets Resume Trading
After the holiday, TradFi capital returns to the market. Focus on spot BTC and ETH ETF inflows to verify whether Crypto action during the weekend/holiday received a continuation from traditional funds.
Sep 10, 20:30 | US Aug PPI
The first inflation checkpoint. After relatively strong jobs data, if PPI continues to come in above expectations, market expectations for September Fed easing may cool further.
Sep 11, 20:30 | US Aug CPI
The most important data of the week. The market already knows employment isn’t weak—the real factor for the Fed’s next move is whether inflation has re-accelerated, especially tracking core CPI.
Sep 12—13 | Markets Reprice the FOMC
Once CPI and PPI are fully released, the rates market will reprice the September FOMC. Key things to watch include US Treasury yields, the US Dollar Index, the probabilities of the Fed cutting/holding rates, and whether BTC can hold its price under macro pressure.
Next stops: Sep 15—16 FOMC, and Sep 16 Circle Arc’s public mainnet launch.
In other words, this week’s PPI + CPI is setting the pricing for the two major events of next week.
$BTC
