GHOSTY-KING

CPI leyi ingaba inombolo enquma kutsi i-Fed iyahlala iqinile noma ekugcineni inika emabhizinisini (markets) umoya wokuphefumula.
Umphumela weti-Nonfarm Payrolls lonemandla uyabaluleka ngoba idatha yemisebenti eqinile inika i-Fed sizatfu lesincane sokugijimela kupholisa umgomo. Uma imisebenti ihlala iqinile ngenkathi inflation ihlala inenkani, kulula kunembiwa kutsi kugcinwe ngemazinga lamadlangala kube kulungile.
Nge-CPI, ngibuka umkhuba we-inflation kakhulu kunelikhatsi nje lelinombolani lesihloko. Uma CPI ingena ishisa kakhulu kunaloko bekulindelwe, i-Fed ingakhuluma ngendlela yebo-yabe (hawkish) kakhulu. Lokho kungacotfoza idola kanye nemali yeti-Treasury (Treasury yields) phezulu, ngemuva kwaloko kubeke ingcindezi etintfweni (stocks) kanye ne-crypto. Negolide nalo lingacindzelwa kutsi lidayiswe.
I-CPI ethambile ingatsela indzaba lehlukile kakhulu. Kupholisa inflation kunganciphisa ingcindezi yekunyusa emagugu (rate-hike) bese kunika stocks, crypto negolide sikhala lesiningi sokukhuphuka.
Lokubeketa engcondvweni yami njengamanje kuyi-BEARISH (lokunciphisa) ema-risk assets ngaphambi kwaleso sikhatsi semphumela. Angingagijimeli etohwebo ngaphambi kwekutsi ngibone kutsi lusabela njani. Ngifuna bufakazi emandleni e-USD, Treasury yields kanye nekutsi BTC/lililanga (stock) lifana njani, ikakhulu kutsi umnyakato wekucala uyahlala yini noma uyabuyiselwa emuva.
Ucabanga kutsi CPI ingempela ingayishintsha yini indlela i-Fed lebuka ngayo, noma ngabe imakethe isivele ibeke engozini iningi yaloko?
#CPIWatch