🔥 U.S. Inflation Is Making Markets Cautious Again

This week, I’m once again keeping an eye on inflation in the United States, because it is currently, in many ways, determining the next moves of the Federal Reserve. In August, consumer prices rose by 3.4% year over year, while core inflation increased by 2.4%. This means the problem of rising prices has not gone away yet.

🏦 On September 16, the Federal Reserve raised the rate by 0.25 percentage points—to 3.75–4.00%. For me, this is an important signal, especially as I track BTC, technology stocks, and SPCXB. Expensive money can limit capital inflows into more risky assets, and higher yields on government bonds create additional competition for them.

📊 What I’m monitoring right now: upcoming inflation data, the labor market, the yield on 10-year U.S. Treasury notes, and the Fed’s rhetoric. If inflation continues to stay high, there will be less room for a rapid rate cut. But if price pressures begin to ease, market expectations can shift quickly.

For me, the key right now is not to react to a single data point, but to look at the whole picture: inflation → the Fed → bond yields → liquidity → BTC and the stock market.

#cpi #ФРС #BTC #crypto #TradFi