#美国核心物价涨幅不及市场预估 Core CPI data released, results far below market expectations.



One thing is gradually being recognized by the market: the threat of inflation is truly receding.

So what does this mean?

It doesn't mean an immediate rate cut. On the contrary — continuing to maintain a tightening policy no longer has much reason.

From now on, the key issue is not "whether to loosen," but rather how far the market will push forward the timetable for policy easing. How fast this pace will be is what truly deserves attention in the coming period.
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NotAFinancialAdvice
· 01-21 08:38
Inflation is cooling down, but it's still too early to cut rates... This logic is a bit convoluted.

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Wait, does this mean there's no need for further tightening? Is easing still far off?

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Wow, now the question is "how fast to cut" instead of "whether to cut," this market move is impressive.

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With core CPI so low, the Americans are still holding firm and not acting? I think they’re holding back a big move.

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Basically, inflation has calmed down, and now it’s just a matter of who blinks first... Interesting.

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So the crypto world will have to endure more pain for a while longer.

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As soon as this data came out, I knew it was going to be explosive... Do your homework in advance, everyone.
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HappyToBeDumped
· 01-19 15:54
Inflation receding doesn't mean interest rate cuts, and this logic is actually interesting, indicating that tightening should come to an end. Now the market is betting on how quickly the easing pace will accelerate.

It's a bit confusing; does it feel like the Federal Reserve still wants to pretend to be tough a little longer?
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TokenSherpa
· 01-19 07:08
actually if you examine the historical voting patterns on fed policy precedents, the timing acceleration mechanics here are fundamentally about governance quorum thresholds more than plain rate cuts tbh
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TokenomicsShaman
· 01-18 12:19
Inflation is really retreating, but that doesn't mean we should relax immediately. On the contrary, there's no need to continue strict tightening; this is the key.

How explosive this round of market rally can get depends on how quickly the Federal Reserve eases its stance.

With CPI coming down, the real show is just beginning. Let's wait and see the schedule.

Is tightening invincible? Not really. As soon as weak data appears, the market sentiment shifts immediately. The market is just that realistic.

So the real question is, how aggressive will the easing be? It's not a matter of whether it will happen; this is very important.
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EntryPositionAnalyst
· 01-18 12:16
Wait a minute, isn't the logic reversed... Tightening no longer makes sense, which should mean easing instead?

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So now it's just waiting to see how the Fed plays it, betting on how long they'll pretend.

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Inflation fading = market pricing in a rate cut cycle. Should we be positioning now?

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Sounds good, but it all depends on what they say at the September FOMC meeting.

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It's the same old rhetoric... Every time the data looks better, they call for easing, then hold steady, repeatedly cutting.

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NG, the Fed is playing this quite skillfully. The data looks good, but they’re not in a rush to move, just keeping everyone on edge.

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Wait, so should we be accumulating or selling BTC and ETH this round... I’m a bit unsure about the rhythm.

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Got it, so the timeline is being pushed forward. When's the earliest? Two times this year?
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GasFeeNightmare
· 01-18 12:05
Inflation is really calming down, and the crypto market is about to get excited with this rapid pace

Expectations for rate cuts are at their peak. Let's see how the Federal Reserve responds next

Wait, isn't this good news for stablecoins? Liquidity is coming

Even CPI is cooling down, it feels like the wind is about to change

Really, the day the Fed loosens its grip will be a big show; right now, it's just the appetizer

Once this data came out, I immediately set up long positions, betting they will accelerate easing

Inflation fading = printing presses will start? I feel like another round of bubbles is coming
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BuyTheTop
· 01-18 12:02
Inflation is really retreating, and this time it's not just talk. The question now is how quickly can interest rate cuts happen? I'm a bit hopeful.

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Wait, there's no reason for continued tightening? Then why is Bitcoin still fluctuating, and why am I still cutting losses?

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With core CPI so low, it feels like the market is starting to price in a rate cut cycle. Should we get on board?

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Basically, inflation is dead, and now we're waiting for the easing policy schedule. This is actually good news for the crypto world, but only if there's no more damage.

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I just want to know when the interest rates will really be cut, so we don't keep getting played by retail investors.
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StablecoinSkeptic
· 01-18 11:57
Inflation is really cooling down now. What about those who insisted "never cut interest rates" before? Face-slapping moment.
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VitalikFanAccount
· 01-18 11:55
Haha, inflation really has to admit defeat. By the way, the expectation of interest rate cuts is probably going to be brought forward again.
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