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CPI Tonight: Could September Rate-Hike Expectations Change? Tonight’s U.S. July CPI is a major macro catalyst. Headline CPI is expected at 3.4% YoY, while Core CPI is forecast at 2.5% vs. 2.6% previously. September rate-hike odds are currently close to 50/50, making this report especially important. 📊 Three Possible Outcomes 🟢 Core CPI below 2.4% — Bullish Rate-hike expectations could fall sharply, Treasury yields and the dollar may weaken, while risk assets could recover. $BTC and $ETH may benefit, with ETH’s $1,900 support becoming important. AI, storage stocks and gold could also strengthen. 🟡 Core CPI 2.4%–2.6% — Neutral The Fed may keep its options open, leaving the September decision uncertain. Markets could remain choppy, with attention shifting back toward earnings and sector fundamentals. BTC may stay range-bound while ETH fluctuates around $1,900–$2,100. 🔴 Core CPI above 2.6% — Bearish Rate-hike expectations could jump above 60%, pushing Treasury yields and the dollar higher while risk appetite weakens. High-valuation tech stocks and crypto could face selling pressure, with ETH potentially losing $1,900 and altcoins taking a bigger hit. 🤖 Can Strong CRWV Earnings Offset a Hot CPI? Not completely. Strong AI and computing demand can support individual sectors, but macro liquidity remains the bigger market driver. If inflation stays high, even strong earnings may not prevent valuation pressure. 👀 After CPI, Watch 1. U.S. 10Y Treasury yield 2. USD/JPY and carry-trade movements 3. CRWV and AI-sector strength 4. ETH’s $1,900 support Other major catalysts include Jackson Hole at the end of August and Nvidia’s earnings on August 26. Bottom line: CPI could reset rate-hike expectations, those expectations influence overall market valuations, while earnings determine which sectors outperform. Stay focused on the data rather than chasing the first move. Macro analysis only, not financial advice. #AIInfraEarningsWatch #HormuzPressureRises #Gold4400HavenBid