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US June headline CPI dropped 0.4% month-over-month per the BLS, far exceeding the expected 0.1% decline and reversing May's 0.5% rise, with plunging energy prices driving the fall while core CPI stayed flat. The sharper-than-expected disinflation strengthens the case for Fed rate cuts, pressuring UST yields and the DXY lower while boosting rate-sensitive risk assets including BTC, ETH, and NASDAQ growth names, alongside gold. Watch Fed funds futures repricing and upcoming Fed commentary to confirm whether markets pull forward the cut timeline.
As a Macro signal, watch whether it changes price action, volatility, or flows around BTC, IXIC, GC=F.
Original Source: 블록미디어
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