🔥Better-than-expected mild data, the market has sniffed out new opportunities

The US December core CPI month-over-month just came out, with a figure of 0.2%—which surprised many. Previously, everyone was speculating that, due to potential measurement biases in the first two months, there might be a price rebound this time. But the reality provided a more moderate answer.

How surprising is it? Out of 73 economists participating in the forecast, only 11 guessed this number correctly.

💥Why is this data so critical?

First, it reinforces a core narrative—inflation is continuing and steadily moving downward. This gives the Federal Reserve a reassurance, increasing the likelihood of an interest rate cut cycle within the year. Market expectations for policy direction have become clearer.

Second, what does this mean for crypto assets? The macro uncertainty is decreasing, and risk assets generally get a breather. Improved liquidity expectations may lead funds to re-evaluate this sector, encouraging more focus on technological innovation and ecosystem development rather than constantly watching interest rate policies.

Overall, this report opens a positive door for the market. While the path to achieving inflation targets is still long, the pace appears much more robust than pessimists had anticipated.