BloFin Research|Sep 10, 2026 11:58
Sept 16 Fed hike odds are near 60%, on Warsh's Jackson Hole remarks and a +162K payrolls beat.
‼️ Friday's CPI is the last big print before the meeting. BTC fell 5% to $77K on Warsh, then jumped 7% to $82.2K on Waller. CPI sets the next move 👉 Rip or dip?
⛽️ Oil near $100, new tariffs and the AI buildout are all keeping supply-side inflation alive. The question is whether the Fed judges underlying inflation to be back inside a range it can accept.
💰The other consideration is the bond market. Treasury has lifted long-bond buybacks to $6B and the 30-year is still above 5.3%.
A hike would push the government's own funding costs higher. If the Fed weighs the Treasury's refinancing risk, that is one more reason to hold.
#Bitcoin #Fed #FOMC #CPI #Crypto #Macro(BloFin Research)
Share To
Timeline
HotFlash
APP
X
Telegram
CopyLink