The recently released U.S. January CPI data is a positive signal. The core CPI year-over-year rate is 2.4%, below the expected 2.5%, and the month-over-month increase is 0.2%, lower than the anticipated 0.3%. This sends an important message about cooling inflation. When combined with strong non-farm payroll data, it creates a scenario where the economy, employment, and inflation remain manageable. This is the golden era development zone in the eyes of the yellow-haired folks, where both growth and stability are pursued simultaneously.

Let's emphasize the impact of this data on U.S. stocks, gold, silver, and the crypto market. Note that this CPI data is somewhat supportive but not enough to immediately change the Federal Reserve's easing pace. Therefore, for all markets, it mainly acts as a stabilizing factor for U.S. stocks, reinforcing a volatile consolidation scenario.

You heard right, it's not about pushing stocks to surge immediately, but rather preventing a collapse. For gold and silver, wasn't there a dip yesterday? Right, silver dropped by over ten points. The positive CPI release helps confirm a phased bottom in the market, but it still leans toward a consolidation scenario. Don't expect a sudden explosion unless there’s a geopolitical shock, which could then push prices higher.

For the weak home appliance market, the environment of structural liquidity tightening remains unchanged. This positive data can provide some short-term support, allowing the crypto market to breathe and move within a wide-range consolidation.

Current data shows that core inflation remains sticky. The market's expectation of a rate cut in June is only slightly increased, which isn't significant. Overall, the environment still favors structural liquidity tightening. So, don’t expect these assets to establish a new upward trend in the short term. The supportive nature of this data is not a sign of a rapid surge. Once again, exercise caution when chasing gains.