Допис
Fatima_Tariq
#CPIEasesHikeBets
The July U.S. CPI report changed the rate-hike conversation but I don't think it completely removes the inflation problem.
Released on August 12, 2026, July CPI rose just 0.1% month-over-month, while annual inflation eased to 3.4% from 3.5% in June. Core CPI also cooled to 2.5% YoY.
That was enough to reduce the market's expectation for another Fed hike.
Before the CPI release, traders were pricing a higher probability of a September hike. After the data, the probability of a 25-basis-point September hike fell to around 41.9%, from 46.1% immediately before the report.
My take:
This is good news for risk assets, but calling it a clean dovish signal would be premature.
Inflation at 3.4% is still well above the Fed's 2% target.
The important part is the direction:
3.5% → 3.4% headline CPI
Core inflation → 2.5%
Monthly CPI → only +0.1%
That gives the Fed more room to wait instead of immediately tightening again.
For Bitcoin, equities and other liquidity-sensitive assets, the bigger story isn't simply “CPI is lower.”
It's that the probability of another aggressive Fed move is becoming less convincing.
But the next inflation and labor-market reports matter even more.
One cooler CPI print can change expectations.
A sustained disinflation trend can change monetary policy.
Those are very different things.
#OKXTraderVoices
#OKXOrbitTopics $BTC
Застереження. Вміст, опублікований на OKX Orbit, надається виключно в інформаційних цілях. Докладніше
Відповіді
Ще немає коментарів. Додайте першу відповідь!
Популярна криптовалюта
BTC/USDTBitcoin
$76 957,7-0,01%
ETH/USDTEthereum
$2 236,89+0,00%
OKB/USDTOKB
$110,73-0,01%
Сьогоднішні ринкові новини
1#Голова Федеральної резервної системи Вотш заявив, що політика не вплинула на рішення щодо процентної ставки
2#Hyperliquid的HYPE創歷史新高，OKX與ICE推進永續合約赴美
3#Емітент Tether та інших стейблкоїнів заморозив понад 1,567 млрд доларів USDT
