#PPIHotCPINext

#PPIHotCPINext US producer inflation came in hotter than expected, with August PPI rising 0.4% month over month and 5.4% year over year. Energy prices were a major contributor, while core PPI increased a more moderate 0.2% monthly. Treasury yields and the dollar strengthened after the release as traders increased expectations for another Federal Reserve rate hike. The ECB also raised its key rates by 25 basis points, showinStates#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%

#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%.

🇺🇸 Fed rate hike odds jumped to 58% after today's PPI data.

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

🚨PPI INFLATION DAY🚨 US PPI data drops today at 8:30 AM ET. Previous: 4.7% | Forecast: 5.3% Market reaction:👇 > Below 5.3% → Bullish reaction > Above 5.3% → Bearish reaction > In line at 5.3% → Mixed reaction A major macro event to watch.