đš CPI TOMORROW: WALL STREET IS ALMOST UNANIMOUS! đ
Tomorrowâs Consumer Price Index (CPI) report could be a major catalyst for the bond market, Treasury yields, mortgage rates, and equities.
The consensus is remarkably tight:
đ 3.6%: Bank of America, Citi, Deutsche Bank, Jefferies, JPMorgan, TD, UBS, Kalshi, and others.
đ 3.7%: Goldman Sachs, Morgan Stanley, and Barclays.
đŻ Median Forecast: 3.6% đ
Hereâs what Iâm watching. When Wall Street is this tightly positioned around one number, the surprise matters more than the headline.
A hotter print could send the US 10-year Treasury yield higher, pressure mortgage rates, and reinforce the Fedâs hawkish stance. A cooler print could provide the bond market with some much-needed relief and potentially trigger a meaningful rally.
My focus isnât just the headline CPI. Itâs core inflation, the monthly trend, and how the 10-year Treasury reacts. With energy prices and inflation expectations already creating pressure, tomorrowâs report could help determine the next major move in rates.
Everyone is watching 3.6%. Iâm watching what happens when the number hits the tape.
đ US10YR: The bond market will tell the real story.
#CPIWatch #BTCDominanceBackAt60% #UKHighCourtRulesChineseLawGovernsBitcoinClaims #StrategyBuys250Bitcoin $BTC
Tomorrowâs Consumer Price Index (CPI) report could be a major catalyst for the bond market, Treasury yields, mortgage rates, and equities.
The consensus is remarkably tight:
đ 3.6%: Bank of America, Citi, Deutsche Bank, Jefferies, JPMorgan, TD, UBS, Kalshi, and others.
đ 3.7%: Goldman Sachs, Morgan Stanley, and Barclays.
đŻ Median Forecast: 3.6% đ
Hereâs what Iâm watching. When Wall Street is this tightly positioned around one number, the surprise matters more than the headline.
A hotter print could send the US 10-year Treasury yield higher, pressure mortgage rates, and reinforce the Fedâs hawkish stance. A cooler print could provide the bond market with some much-needed relief and potentially trigger a meaningful rally.
My focus isnât just the headline CPI. Itâs core inflation, the monthly trend, and how the 10-year Treasury reacts. With energy prices and inflation expectations already creating pressure, tomorrowâs report could help determine the next major move in rates.
Everyone is watching 3.6%. Iâm watching what happens when the number hits the tape.
đ US10YR: The bond market will tell the real story.
#CPIWatch #BTCDominanceBackAt60% #UKHighCourtRulesChineseLawGovernsBitcoinClaims #StrategyBuys250Bitcoin $BTC