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The creator discusses the upcoming CPI report, emphasizing the importance of watching core inflation over h...

Jul 12, 2026

The creator discusses the upcoming CPI report, emphasizing the importance of watching core inflation over headline inflation. A soft core inflation reading could lead to market rallies as it signals potential Fed rate cuts, while a hot reading would likely cause a market downturn. The creator also notes that falling oil prices might be masking underlying sticky inflation.

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SNeutralLow ConvictionResearch Only

The S&P 500's reaction to CPI releases is shown in a chart, indicating its sensitivity to inflation data.

GBTCBearishMedium ConvictionSignal-backedSecondary

Bitcoin is expected to get hit if core inflation runs hot, leading to dead rate cuts and a climbing dollar.

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