EASY EXPLANATION OF THE NEWLY RELEASED CPI REPORT
CPI (2.7%) is lower than forecast (2.8%)
Meaning & Impact:
→ Inflation lower than expected → pushes the Fed toward cutting interest rates
→ Strong capital flow into risk assets (stocks, crypto, etc.), market excitement rises
• USD exchange rate ↓
• Bond yields ↑
• Stocks ↑
• Crypto ↑ sharply (total market cap only $4T – very small compared to other asset classes)
In short: Weak job market + moderate inflation → pressure on the Fed to cut rates in September. Stocks & crypto are growing → Altseason is approaching.
#CPI #FED