Beijing time tonight at 20:30 key data warning: US July unadjusted CPI year-on-year release

Market expectation: 2.8% (previous value 2.7%)

Core verification: Significant lagging effect of tariffs on inflation over 3-5 months

Policy dilemma: Cooling job market and inflation pressure create a policy scissors gap

Scenario simulation:

① Higher than expected: Confirm tariff inflation transmission → Interest rate cut expectations retreat → BTC under pressure to adjust

② In line with expectations: Inflation maintains a gradual decline trend → Focus on interpreting Federal Reserve policy signals

③ Lower than expected: Strengthen September interest rate cut probability → Risk appetite in the crypto market heats up

#比特币市值超越亚马逊 #CPI数据来袭 #机构疯抢以太坊

Continue to pay attention: EDU PROM ASR