2026-01-15 09:22:56

US CPI data arrived as expected, with the year-over-year growth rate stable at 2.7%, in line with expectations, but the core CPI appears a bit weak—only 2.6% year-over-year. The key is the month-over-month data, which only increased by 0.2%, lower than the market expectation of 0.3%. This detail is enough to sway market sentiment.

The subsequent chain reaction quickly manifested: traders began repricing, dovish expectations heated up, and the two-year Treasury yield fell accordingly. On the crypto side, Bitcoin clearly felt the influx of buying pressure, gaining significant support.

Next week, there are a bunch of data points to watch: the US will release Producer Price Index, retail sales, and existing home sales data, while the UK’s GDP will also be announced. The market rhythm will be continuously driven by these figures.

BTC-1,16%

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ZeroRushCaptain

· 01-18 05:13

Core CPI is only 2.6%? That's good news. Now we just have to wait for the data to hit us again. The month-over-month is even lower than expected. I bet five bucks that Thursday will see a reverse surge.

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NFTragedy

· 01-18 04:42

The core CPI weakness is truly remarkable; a month-on-month increase of 0.2% directly broke expectations. No wonder Bitcoin is performing so well right now.

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SignatureCollector

· 01-15 09:53

Core CPI is so weak, Bitcoin is about to take off.

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airdrop_whisperer

· 01-15 09:51

Month-over-month only 0.2%？ The dovish rally is here, Bitcoin is directly riding the momentum. --- Core CPI underperforming, yields plunging, it's always the same routine. --- It's another data week, I can't sit still these days. --- 0.2% MoM, the market is excited, but I always feel like next week will be a roller coaster again. --- What does a dovish expectation mean? Just look at the government bond yields—Bitcoin is taking advantage of the situation. --- This week's data bombardment—whether retail sales can hold steady is the key. --- Is weak core CPI good or a hidden danger? Honestly, it's hard to see through. --- Yields retreating, buyers entering the market—crypto is this sensitive, it's hilarious. --- Two-year Treasury yields are running, and next week we have producer price index and more—this week is not peaceful. --- From 0.3% to 0.2%, details have become the price setter, traders really know how to hype.

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DustCollector

· 01-15 09:50

Core CPI is only 2.6%? The dovish folks are happy now, and Bitcoin is surging upward.

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VCsSuckMyLiquidity

· 01-15 09:46

Core CPI remains weak and came in below expectations month-on-month, a clear dovish signal. No wonder Bitcoin took off directly.

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wagmi_eventually

· 01-15 09:40

The soft core CPI indeed gives the dovish side enough reason, and this rebound in Bitcoin is quite interesting.

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WalletDoomsDay

· 01-15 09:36

The detail of 0.2% month-on-month is really amazing, turning market sentiment around. The dovish stance heats up, BTC eats up the gains, it's awesome.

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