المنشور

CPI landed at 0.4%, matching forecasts — but don't read that as neutral. Hike odds for September 16 were already sitting near 70-73% before this print, well past the 60% most assumed. A confirming number just cements that pricing rather than resetting it. Stronger dollar, firmer yields, less room for non-yielding assets to breathe. $BTC and $XAU both sit exposed to that same pressure right now. #PPIHotCPINext #OracleAICloudUp121% #BTCSpotETFOutflows