1. The market's expectation that CPI would drop during the government shutdown at the end of 2025 was overly optimistic. For this CPI release, inflation was widely expected to rebound, but the data showed that core CPI was still lower than anticipated. 2. Inflation in product categories affected by tariffs remains high, so this data doesn't completely eliminate the concerns of hawkish Fed members regarding tariffs. 3. Overall, in the first week of 2026, employment fell short of expectations, and the inflation rebound was also weaker than expected. Taking a small test with long positions on $SUI and $XRP here—both are consolidating at clear price levels and have shown strong beta attributes compared to the broader market recently, falling less and rising more. Stop-loss levels are well-defined.