Postare

🚨 Tonight’s CPI Could Reset September Rate-Hike Expectations The U.S. July CPI is due tonight, with markets expecting 3.4% headline and 2.5% core CPI, while September rate-hike odds are almost evenly split. Why it matters: Weak jobs data reduced the urgency for hikes, but persistent inflation could bring those expectations back. A cooling CPI, meanwhile, could strengthen hopes for future rate cuts and support risk assets. 🟢 Core CPI <2.4%: Bullish — yields and dollar could weaken, crypto and tech may rebound. $ETH holding $1,900 would be a positive signal. 🟡 Core CPI 2.4%–2.6%: Neutral — Fed expectations remain uncertain, keeping BTC/ETH range-bound and markets volatile. 🔴 Core CPI >2.6%: Bearish — rate-hike odds could rise above 60%, yields and dollar may climb, putting pressure on tech, crypto and especially altcoins. Losing $1,900 on ETH would weaken the setup. Strong CRWV earnings can support the AI sector, but strong fundamentals cannot fully offset tighter macro liquidity if inflation comes in hot. 👀 After CPI, watch: 1. U.S. 10Y Treasury yields 2. USD/JPY 3. CRWV/AI sector reaction 4. ETH’s $1,900 support Next major catalysts: Jackson Hole in late August and Nvidia earnings on August 26. Bottom line: CPI could reshape rate expectations, which may determine the market’s valuation direction. Earnings will then decide which sectors outperform. Macro analysis only, not financial advice. #Gold4400HavenBid #HormuzPressureRises #IBITCutsBTCThreshold