
#PPIHotCPINext
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About PPIHotCPINext
US August PPI came in at 5.4% year over year, above expectations, as energy and commodity prices continue pushing up producer inflation. Core PPI was 0.2% month over month, slightly below forecast. Treasury yields and the dollar strengthened, with September hike pricing moving higher. The ECB also hiked 25bps and raised its 2027 to 2028 inflation forecasts, noting the Middle East as a significant upside risk. August CPI prints tonight, the last major input before the Sept 16 Fed decision.
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Crypto Major Events Overview
1. US Inflation Data Heavy Release Window: Today's PPI and tomorrow's CPI announcements directly impact the Federal Reserve's rate hike expectations, serving as the core variables for this week's crypto market. Hotter-than-expected data will continue to suppress risk assets.
2. CLARITY Act Senate Vote on September 15: The core catalyst for this ZEC rally, the privacy coin regulatory framew#PPIHotCPINext #OracleAICloudUp121% #BTCSpotETFOutflows
Producer prices just hit 5.4% year-over-year. The Fed decision is in five days.
August PPI set the stage:
· Headline +0.4% MoM, with annual inflation rising to 5.4%
· Final demand goods +1.1%, led by a 24.1% monthly jump in diesel
· Core PPI +0.2% MoM, below the 0.3% forecast
· Annual core PPI still at 4.6%, well above the Fed's 2% target
After the print, September hike odds rose sharply, with some trackers near 73%-74%. The 10-year Treasury yield pushed toward 5%.
At Jackson Hole, Chair Warsh said underlying inflation trends had not "meaningfully improved" and stepped back from forward guidance. A hot CPI print would make a hold harder to explain. The market knows it.
The ECB moved the same day, hiking 25bps to 2.5%, with Lagarde calling the decision a "no-brainer." The real signal was in the forecasts: 2027 core inflation was revised up to 2.6% before easing in 2028. This is not just an energy story. Broader price pressure is building on both sides of the Atlantic.
Friday's CPI is the last major inflation print before the Sept. 16 Fed decision. Consensus sits around +0.4% MoM and 3.3%-3.4% YoY, with core expected at +0.2% MoM and 2.4% YoY. A hot PCE-relevant surprise would make the September hike case much harder to push back against.
BTC has pulled back into the mid-$76K area after repeatedly stalling near the 50-week moving average around $81K. One number at 8:30AM ET could decide whether the range stabilizes or breaks lower.
Which matters more for BTC this week: CPI, yields, or the Fed's reaction function?
#PPIHotCPINext #US10YearYieldsNear5%
$BTC is consolidating near 76,800–77,000 after yesterday’s PPI (August YoY at 5.4%, hotter than expected) triggered a sharp drop from the high-78,000s/low-79,000s into the mid-76,000s. The bigger issue isn’t just the candle—rate-hike odds for the upcoming Fed meeting have climbed to roughly 70%. Repeated failures above 80,000 have already flushed longs; a hotter CPI would raise the odds of another leg lower. 
$ETH is tracking BTC closely and trading around 2,440–2,450.
#PPIHotCPINext August PPI came in hot at 5.4% YoY, but the details make the inflation picture less straightforward than the headline suggests 🌡️
Energy and commodity prices kept producer inflation elevated, while core PPI rose just 0.2% MoM—slightly below expectations. Treasury yields and the dollar still strengthened, and markets moved toward higher odds of a September Fed hike.
What caught my attention is how much of the pressure is coming from supply-sensitive categories rather than broad underlying inflation. Monetary policy can reduce demand, but it can’t directly solve energy disruptions or geopolitical risk.
The ECB’s 25bp hike and higher 2027–2028 inflation forecasts reinforce that concern, especially with the Middle East identified as a major upside risk 🛢️
Tonight’s CPI is the final major input before the September 16 Fed decision. I’m curious whether consumer prices confirm the PPI warning—or show that producer costs haven’t fully passed through.
$BTC is heading into the PPI release with the market already focused on inflation and rate expectations.
If PPI comes in hot, yields and risk-off pressure could increase.
If it’s softer, bulls may get some relief, but tomorrow’s CPI remains the bigger test.
I’m not trying to predict the candle.
Data first → price reaction → confirmation.
The best trade might simply be waiting for the market to show its hand.
$BTC $ETH $SOL
#PPI #CPI #Crypto

❗️U.S. Macro — PPI
MoM = +0.4% (expected +0.3% / previous +0%)
YoY = +5.4% (expected +5.1% / previous +4.7%)
Core PPI
MoM = +0.2% (expected +0.2% / previous +0.2%)
YoY = +4.6% (expected +4.5% / previous +4.2%)
In addition, yields on 2-year Treasuries jumped to 4.47%—the highest level since July 2024.
$BTC breaks below $77,000, triggered by selloff after hot PPI data.
Takeaway: US August PPI came in at 5.4% YoY, hotter than estimates. Fed rate hike odds jumped from 65% to over 70%.
US PPI data will be released today.
Expectations: 5.3%
If PPI = 5.3%, a slight dump.
If PPI < 5.3%, pump and rate hike odds will go down.
If PPI > 5.3%, dump and rate hike odds will rise.
$BICO


$MACRO $PPI
PPI lands in less than two hours. Markets are already priced for acceleration.
Consensus expects August headline PPI +0.4% MoM and +5.3% YoY, a clear step-up from the flat July print.
Core is seen at +0.3% MoM / +4.6% YoY.
This is the last major inflation print before tomorrow’s CPI and next week’s FOMC.
If it came higher than 0.4%, expect a drop in the markets across the board and if it came equal or lower than 0.4%, expect some relief.
NDX, SPX and Bitcoin all sit downstream


