#数字资产市场洞察 $LUNA $UNI $SUI

Inflation data unexpectedly weak, market reacts strongly—Is the Fed really about to open the rate cut window?

📉 Today's inflation report shows a clear turning point signal. The overall CPI has fallen below expectations, and the core inflation indicators are also declining in tandem, which is quite rare in the sticky inflation environment of the past few months. The implication of this data is straightforward: the downward trend of inflation is shifting from theoretical expectation to actual confirmation.

💡 For the Federal Reserve, known for its "data dependency," what does this mean? The logical chain of policy shift is gradually becoming complete. Currently, market futures contracts have quickly priced in a higher probability of rate cuts next year, with traders betting real money on a policy change. But the Fed's decisions are never hasty—they need to confirm that this is not just a fleeting data fluctuation.

⚖️ The key variable now in the rate cut timetable depends on economic resilience. A "soft landing" is not only the Fed's goal but also the market's core expectation for subsequent trends. If economic data continues to confirm steady growth and stable employment, the probability of accelerating rate cuts will significantly increase. Conversely, if recession signals appear, the Fed may also accelerate its actions.

🎯 From a trading perspective, is this inflation data the starting point of a market reversal or just a short-term technical adjustment? Will the Fed signal rate cuts within this year or continue to hold steady until mid-next year? Your judgment determines the next strategic layout. Feel free to share your views on macro trends and market directions in the comments!👇