#CPI前瞻，12月利率走向迎关键考验 “11.10, BTC’s life-or-death test” is not clickbait
$BTC $UNI
I checked the calendar: the October CPI report due on November 10 is the last inflation data available before the Fed’s December 9 rate-setting meeting. November’s CPI won’t be released until December 10, a day after the meeting. In other words, by the evening of November 10, all the cards on Powell’s table will be face up—and we’ll know whether rates will be cut or raised in December.
The market has priced this data in as a “make-or-break moment.” BTC is stuck fluctuating around 75000, ETF funds have just gone through a run of consecutive outflows, leverage has not been fully flushed out, and the long-side structure is already fragile. Even a slight deviation in CPI from expectations could trigger an immediate repricing of rate-cut expectations in the market, rather than being gradually absorbed.
Forecast figures: headline CPI m/m +0.2%, core CPI m/m +0.3%. The only thing to watch is whether core CPI can actually move closer to 0.2%.
#CPI #BTC #美联储降息
$BTC $UNI
I checked the calendar: the October CPI report due on November 10 is the last inflation data available before the Fed’s December 9 rate-setting meeting. November’s CPI won’t be released until December 10, a day after the meeting. In other words, by the evening of November 10, all the cards on Powell’s table will be face up—and we’ll know whether rates will be cut or raised in December.
The market has priced this data in as a “make-or-break moment.” BTC is stuck fluctuating around 75000, ETF funds have just gone through a run of consecutive outflows, leverage has not been fully flushed out, and the long-side structure is already fragile. Even a slight deviation in CPI from expectations could trigger an immediate repricing of rate-cut expectations in the market, rather than being gradually absorbed.
Forecast figures: headline CPI m/m +0.2%, core CPI m/m +0.3%. The only thing to watch is whether core CPI can actually move closer to 0.2%.
#CPI #BTC #美联储降息