VA
The data comes out and it's better than projected.
PPI:
PPI Y/Y: 4.7% vs 4.9% exp
PPI M/M: 0.0% vs 0.2% exp
Core PPI Y/Y: 4.2% vs 4.2% exp
Core PPI M/M: 0.2% vs 0.3% exp
That means that PPI shows that inflation is getting lower, and therefore, markets are reacting in a positive manner.
The Yields (2-Year) are in a downtrend for the first time since March '26.
Great signs for#Bitcoin.
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Michaël van de Poppe 指出最新 PPI 数据优于预期,显示通胀降温。2 年期美债收益率创 2026 年 3 月以来首次下行趋势。他认为这是积极信号,对比特币构成利好,市场反应正面。
02立场与情绪分析
03市场影响归因
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