#美国核心物价涨幅不及市场预估 US December core CPI year-over-year increased by 2.6%, with a month-over-month gain of only 0.2%. These figures are not as strong as expected, further confirming the trend of inflation easing. Once the news broke, US stock futures indeed rallied, but then started to diverge — tech stocks continued to rise, while the financial sector lagged behind. The bond market reacted quite directly, with short-term US Treasury yields falling, and precious metals like gold and silver also gaining strength. The US dollar index initially declined and then rebounded.



The market has sensed the possibility of rate cuts, and the probability of a rate cut in April has indeed increased. However, don’t get too excited yet; the Federal Reserve still has a relatively high chance of maintaining interest rates unchanged in the near term. $BTC $ETH The performance here still depends on subsequent employment data and whether inflation in the first quarter will rebound, as these variables could all push risk higher.
BTC1,77%
ETH2,35%
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TradFiRefugeevip
· 01-18 01:29
Inflation data is weak, but the Federal Reserve still has to play tough. This hand is interesting.

It's another case of rise first, then divergence—tech stocks are gaining, finance is holding steady. Gold is about to take off again?

Wait, is this really a rate cut signal this time, or just another end-of-month fluctuation? I'm still on the sidelines with BTC; no rush until the employment data is out.
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JustAnotherWalletvip
· 01-16 00:29
The expectation of interest rate cuts is back, but it feels like this wave will cool down. The Federal Reserve is not in a hurry at all.

Really, just because inflation data is weak, they want to cut rates—too naive.

Wait a minute, now it's tech taking off while finance is falling. This divergence is quite interesting.

The crypto world still depends on employment data to speak, otherwise it's all in vain.
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AirdropSkepticvip
· 01-16 00:25
Inflation cooling down sounds good, but can this rally really last? Feels like the Federal Reserve is still pretending to be deep.

Wait, financial stocks are dragging behind. Is this the rhythm of cutting the leeks?

The employment data hasn't come out yet. It's too early to get off now; this rebound might be a fake fall.

Tech stocks are rising. I think in the medium to long term, we still need to see if inflation in Q1 will jump out again.

The probability of rate cuts is rising, but interest rates are stable in the short term. Despite the contradictions, we still need to wait and see.

U.S. Treasury yields are falling, gold is exploding. This signal indicates that big funds have been reallocating their positions for a while.

The crypto circle is dancing along, but this expected trend probably won't last long; the risks are still there.
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DegenApeSurfervip
· 01-16 00:19
Weak inflation data, is the market starting to dream of rate cuts again? Don't rush to jump in, the Federal Reserve's hawkish stance hasn't loosened yet.

Expectations of rate cuts easily push BTC higher, but the employment data could tell a different story. Be cautious in this round of market movement.

Financial sector dragging down, precious metals soaring, is capital fleeing? This signal is quite interesting.

A 0.2% month-over-month increase sounds mild, but the rebound risk is still quite high. Don't take April's performance as a certainty.

The bond market's reaction is the most honest—declining U.S. Treasuries indicate that some people really believe in rate cuts.

In the crypto world, it's still that old saying: the attitude of the central bank is the key, everything else is just floating clouds.

Inflation data looks good, but what about economic data? Feels like this rally might be a bit hollow.
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zkProofInThePuddingvip
· 01-16 00:16
Inflation isn't as fierce anymore, but the Federal Reserve is still likely to stay steady, don't think too much about interest rate cuts.

However, what's going on with the financial sector dragging down the market? Is the tech sector acting alone?

The crypto market still depends on upcoming data. If there's a rebound in Q1, we might get hit again.
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