$BTC These two inflation reports may directly and substantially rewrite September rate expectations!
First, watch the PPI tonight.
Then on Friday comes the real test—CPI!
The two releases will hit the market back-to-back.
Before the Fed’s September 15–16 meeting, the final inflation pricing is here!
Tonight, the PPI will show the market the pressure on producer-side prices, and on Friday the CPI will confirm just how stubborn consumer-side inflation is. With the two datasets nearly lining up with the Fed’s September meeting, any obvious deviation from expectations could quickly shift the probability of rate hikes, U.S. Treasury yields, and the direction of the dollar.
If both the PPI and CPI come in below expectations in succession, yields may drop again, and BTC and U.S. stocks can visibly breathe; if both reports run hot, rate-hike expectations may keep pushing higher, and high-beta assets could face renewed pressure. Especially since crude oil is still elevated, the market will be particularly sensitive to inflation re-accelerating.
Tonight, we fire the first shot with the PPI. On Friday, the CPI will decide whether this macro trade can really play out as a trend.
As long as both data prints are simultaneously cool, that pile of bearish fuel above BTC may get lit again!
Click the card below and go for it! 👇
$ETH $ZEC
First, watch the PPI tonight.
Then on Friday comes the real test—CPI!
The two releases will hit the market back-to-back.
Before the Fed’s September 15–16 meeting, the final inflation pricing is here!
Tonight, the PPI will show the market the pressure on producer-side prices, and on Friday the CPI will confirm just how stubborn consumer-side inflation is. With the two datasets nearly lining up with the Fed’s September meeting, any obvious deviation from expectations could quickly shift the probability of rate hikes, U.S. Treasury yields, and the direction of the dollar.
If both the PPI and CPI come in below expectations in succession, yields may drop again, and BTC and U.S. stocks can visibly breathe; if both reports run hot, rate-hike expectations may keep pushing higher, and high-beta assets could face renewed pressure. Especially since crude oil is still elevated, the market will be particularly sensitive to inflation re-accelerating.
Tonight, we fire the first shot with the PPI. On Friday, the CPI will decide whether this macro trade can really play out as a trend.
As long as both data prints are simultaneously cool, that pile of bearish fuel above BTC may get lit again!
Click the card below and go for it! 👇
$ETH $ZEC
