#美国就业数据不及预期 $DASH Market Observation

The US December inflation data just came out, and the results are quite interesting. The CPI year-over-year 2.7% is exactly in line with expectations, but the PPI year-over-year 3.3% has the market scratching its head — it looks like an increase from November's 3%, but in reality, it's well below the previously widely forecast 3.5%. Core PPI remained flat month-over-month, and this set of "below expectations" data has completely brought the issue of inflation stickiness to the forefront.

Breaking down this data carefully: food prices actually fell 0.1% (vegetables plummeted 15%), energy prices surged 3.5% due to short-term factors, and service prices remained unchanged. This structure indicates that inflation is still exerting a buffering effect, far from as mild as imagined.

What’s more painful is the collective voice from Federal Reserve officials. Barkin explicitly stated "inflation has not yet reached the target," while Williams was more straightforward: "There’s no reason to cut rates in the short term." CME probability data is more realistic — only a 26.8% chance of a rate cut in March, and last year's expectations of rate cuts have completely fallen apart.

Looking at the trend of $BTC and mainstream cryptocurrencies, this "mild inflation" actually turned into a positive. BTC has rebounded past $96,000, with a 24-hour increase of 2.5%, and mainstream altcoins are following suit. Ultimately, it’s because, although PPI shows some stickiness, it hasn't triggered market concerns about tightening, and everyone still hopes for a rate cut to start mid-year.

The question is: will this inflation data truly delay the Federal Reserve’s rate hike timetable? Can they start the rate cut cycle as scheduled in June? Can BTC take this opportunity to break through the $100,000 mark? How will $GUN and other mainstream coins perform in the future?