🚨 Breaking: CPI Cools, Fear Fades — But the Fed Clock Still Matters 🔥🚀
November CPI finally gives the market breathing room. Inflation cooled enough to ease immediate pressure, and that’s the real shift today. Headline CPI around 2.7% YoY and core near 2.6% YoY signal inflation is drifting lower, not turning back up. That alone is enough to calm nerves and change short-term positioning.
This doesn’t mean policy flips. There is no scheduled FOMC meeting in January, so a January rate cut is not on the table. The Fed will need December CPI and January CPI to confirm a sustained downtrend before any real easing discussion. One soft print reduces fear, it doesn’t reset policy.
Where this matters is sentiment. Traders were positioned defensively, and this data forces some unwinding. A short-term relief pump is very much possible, driven by short covering and improved risk appetite rather than fundamentals changing overnight.
At the same time, this is not a free-long environment. Policy uncertainty remains, and markets in this phase often overshoot, trap late entries, and hunt liquidity before the next data point.
👉 My take: today’s CPI is constructive, not decisive. It supports a near-term bounce, but real conviction only comes if the next two inflation prints confirm the trend. Trade the reaction, not the excitement.
Follow Meow if you prefer logic over noise and experience over emotions.
$BTC $BEAT $ZEC #CPIWatch #PowellRemarks #TrumpTariffs
