#CPI数据超预期引发美联储加息预期

The data comes out and it's exactly as projected. CPI: CPI Y/Y: 3.4% CPI M/M: 0.1% Core CPI Y/Y: 2.5% Core CPI M/M: 0.2% That means that Core CPI has dropped to the lowest level since March '26 and CPI has dropped as well. Great signs for the markets.

🐋 WHALE WATCH : U.S. CPI drops at 8:30 AM ET! All eyes on the the CPI data today. Previous: 3.5% Forecast: 3.4% One number could set the tone for the entire market.

🚨 REMINDER: 🇺🇸 U.S. CPI DATA DROPS TODAY AT 8:30 AM ET! Previous: 3.5% Forecast: 3.4% IF INFLATION > 3.4% → MARKETS CRASH HARD IF INFLATION < 3.4% → MARKETS RALLY HARD IF INFLATION = 3.4% → EXPECT A MIXED REACTION

It's CPI day. One of the most important days of the month as it clearly defines the trajectory going forward. CPI projects: CPI Y/Y: 3.4% CPI M/M: 0.1% Core CPI Y/Y: 2.5% Core CPI M/M: 0.2% It's relatively simple for#Bitcoinand risk-on assets. If the upcoming data comes in lower (means: better), then the expectations are: - Yields go down - Dollar could go down - Risk-on assets including#Bitcoinhave a strong move upwards. - Expectations for a FED rate hike will go down Recent data points in June and July have been softer, and as a result,#Bitcoinrallied up by 11% and 8%. Clearly, if this isn't the case and the data might be hitting higher grounds, we'll need to be aware of the fact that#Bitcoincan easily continue falling down to $60,000.

CPI温和落地，美股走出深V，资金正加速涌向AI算力、存储与光通信 从Nebius、CoreWeave的订单爆发，到光模块、存储链集体走强，市场交易的核心愈发清晰：AI不缺需求，真正稀缺的是算力、电力与基础设施。 与此同时，油价、财政赤字与霍尔木兹风险仍在重塑宏观定价。今晚PPI、闪迪投资者日及多家半导体财报，值得重点关注。👇

CPI bang on forecast. Nothing to worry about. Warsh will make sure we get to 2% using a revised methodology just like Citadel will make sure stocks go up now that they are levered long. Easy stuff if you know what you’re doing in this game.

July’s 0.1% CPI rise is misleading. Energy prices fell because CPI compares monthly average prices. But oil and gasoline rose sharply during July after starting the month at depressed levels. That means July CPI still reflects May's oil price collapse, not July's sharp rebound.

3 years into Milei’s supposed anti-inflationist crusade, CPI rises 2.1% in a single month, totalling a 33.8% rise over the past year.reuters.com/world/americas/a…

at the moment, CPI cleaner signal than PCE Get the premium service “first word” at https://t.co/AKBj6hR09l @fundstratdirect 🥇 Use evidenced based research to understand markets and build a portfolio PS: Free 30-day trial FYI 🆓 😍

Big week incoming; PPI, CPI, $BTC &amp; $ETH in their ranges with no direction while $OTHERS is bumping resistance (no break-out yet) Selective alts poppin off but overall direction lacking. I think you either bid a fat dip or extreme strength, otherwise do nothing. https://t.co/g9whvZDaI9