#CryptoCPIWatch , #CryptoRoundTableRemarks CPI & Tariff Effects
Yes, the forecast that April’s CPI might reflect early inflationary pressures from Trump’s tariffs seems plausible. Here's why:
Autos and imports are the first to feel tariff impact due to their direct exposure to global supply chains.
A 90-day tariff pause might calm markets short term, but if prices were already rising in April, it won’t show up in this report yet.
CPI Prediction: Expect a modest uptick in core CPI, potentially in the 0.3%–0.4% month-over-month range, driven by goods inflation. However, headline CPI could remain stable if energy prices softened. It’s a delicate moment—markets will be hypersensitive to any upside surprise.
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SEC’s New Crypto Stance
This shift from enforcement-first to a rules-based approach is a big deal. Here's how it could change the game:
Issuance: Clearer standards mean less uncertainty for founders—likely a boon for U.S.-based token projects.
Custody: Broader custodian eligibility could expand access for institutions and retail, spurring trust.
Trading & ATS: Modernizing these rules is long overdue. If broker-dealer “super apps” become reality, expect greater market efficiency and user-friendly access.
Overall Take: It’s a positive pivot—finally addressing the industry’s main complaint: ambiguity. It’s not full clarity yet, but it signals that the SEC is listening.
