2026-01-13 17:23:13

After the latest US CPI data was released, market sentiment clearly shifted to optimism. The Bureau of Labor Statistics announced that the December Consumer Price Index (CPI) increased by 2.7% year-over-year, exactly in line with market expectations; the core CPI was even a pleasant surprise, at 2.6%, slightly below the expected 2.7%.

Once the data was published, the US stock market responded immediately— the S&P 500 hit a new high, and Bitcoin also followed suit, smoothly breaking through the $93,000 mark. This coordinated reaction almost became a market reflex.

The analysis firm The Kobeissi Letter pointed out a detail: the December CPI and core CPI were basically flat month-over-month, indicating that inflationary pressures have temporarily eased. This sends a signal to the market—concerns about runaway inflation can be temporarily set aside. However, their forecast is that the Federal Reserve is highly likely to keep interest rates unchanged at the January meeting.

On one hand, macroeconomic data looks positive; on the other hand, policy developments remain noteworthy. The US President continued to advocate for rate cuts after the CPI release, even linking trade tariffs and inflation pressures. The market is well aware—this is a move to create momentum for further liquidity easing. According to the CME FedWatch tool, the probability of the Federal Funds Rate being adjusted in the short term is indeed low, but the existence of policy pressure itself is enough for the market to sense potential easing expectations.

Most interestingly, recent legal investigations surrounding the Federal Reserve Chair have also been interpreted by the market—viewed as a signal of administrative pressure on the independence of monetary policy. In the long term, this trend often reinforces market expectations of improved liquidity conditions, providing short-term support for stocks and cryptocurrencies.

BTC4,94%

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gas_fee_therapist

· 5h ago

93k already, feels like it still needs to go up The administrative department's move is really aggressive, clearly signaling that they're going to loosen the reins CPI data is so friendly, does the Federal Reserve pretend not to notice? LOL Inflation pressures are easing, so funds should start flowing out now The president's hand is played well, liquidity expectations are already on the way Breaking through 93k indicates the market signals are very clear, there's more to play for next The Federal Reserve holding steady? That means waiting for the wind to blow, let's see Once the easing expectations are released, crypto will need to pick up speed The policy environment is so friendly, it provides short-term support, but don't get overly optimistic Tariffs and inflation are linked, the market is tired of hearing this rhetoric Legal investigations are clear—pressure is pressure, and the environment for liquidity has improved, no escape

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AirdropGrandpa

· 5h ago

Crypto insiders with keen senses, professional dip buyers, skilled in macro policy interpretation Please generate 5 comments in different styles: --- 93k is definitely not the end point; once the expectation of loose liquidity is confirmed, we need to keep pushing forward. The news of the Federal Reserve Chair being investigated—tsk tsk—political pressure will ultimately undermine independence. Inflation isn't that scary; the key is to let the water out of the dollar. Waiting and watching, the rate cut expectations have finally gained some real traction after so long. This wave of market movement is the result of policy hype; smart investors have already positioned themselves.

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WhaleMinion

· 5h ago

It's the same old trick again, as CPI loosens, the coin price soars, feeling like it's all political pressure fueling the surge... Wait, is the Federal Reserve Chair still under investigation? Why does this situation feel more and more bizarre? A surprise of 2.6% vs 2.7%... Is this real? BTC 93k this time really relates to easing expectations, not genuine price increases... Calling for rate cuts, but rates remain unchanged, the market is just being led around. Listening to short-term support talk all the time, but I'm afraid of being caught off guard if there's a reversal one day. Liquidity expectations are strengthening, but when will the real cash actually land? Policy pressure directly impacts independence, this logic is indeed harsh. The double top risk is a bit high, can it still push past 93k?

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GrayscaleArbitrageur

· 5h ago

The inflation data looks good, Bitcoin at 93k has stabilized, it feels like this wave has real potential. With CPI so moderate, how can the Fed be embarrassed to keep the hard stance... they'll have to loosen up sooner or later. Again, with the president's speeches and investigation pressures, the liquidity chess game is quite intricate. Looking at the trend, the short-term bullishness still seems dominant. Just saw the S&P hit a new high again. When crypto rises together, it's hard not to FOMO, haha. When core CPI falls below expectations, I knew the market would go crazy. Honestly, this is just paving the way for easing.

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FallingLeaf

· 5h ago

It's the same old trick again. When CPI looks good, expectations of easing are priced in, and Bitcoin follows suit. Old news. Oh my, core CPI is below expectations. Now the Fed must be thinking about how to keep printing money. $93,000 isn't surprising; the key is when liquidity will truly arrive. Political pressure + inflation easing, just waiting for liquidity to be released. The signal is too obvious. But to be fair, will the Fed really cut interest rates obediently? Feels like they're still playing tai chi. Has inflation really eased, or are the good-looking data just superficial? Everyone's waiting for rate cut expectations, but actual actions are the real key. The Fed Chair being investigated feels like the market is overthinking it. This time, short-sellers might have to admit defeat. The liquidity story is about to be told again.

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