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Fed Governor Christopher Waller said on the 13th that if this week's core inflation comes in hot again, the FOMC should consider tightening policy in the near term, explicitly flagging the June CPI due on the 14th and PPI on the 15th. A hawkish pivot signal from a senior governor raises the risk of upward repricing in UST yields and the dollar, pressuring rate-sensitive risk assets including NASDAQ growth stocks and high-beta crypto like BTC and ETH. The immediate watch item is the core CPI print: an upside surprise would validate Waller's tightening path, while a soft reading would defuse the hawkish repricing.
As a Macro signal, watch whether it changes price action, volatility, or flows around IXIC, BTC, KRW=X.
Original Source: 연합인포맥스
This page is market information analysis, not investment advice.
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