🔥 Market reaction forecast to the U.S. inflation report from JPMorgan (16:30 Moscow time):

▫️CPI (m/m) 0.4% and higher - a decrease in the S&P 500 index by 1.5-2%.

▫️0.33-0.39% - decrease by 0.75-1.5%.

▫️0.27-0.33% - decrease by 0.25-1%.

▫️0.21-0.27% - an increase of 1-1.5%.

▫️0.20% and below - an increase of 1.25-1.75%.

📌 Forecast from Goldman Sachs:

▫️CPI (m/m) 0.45% and higher - reduction of the S&P 500 index by 1.5%.

▫️0.40-0.44% - decrease by 1%.

▫️0.35-0.39% - decrease by 0.5%.

▫️0.31 -0.34% - growth by 0.5%.

▫️0.26-0.30% - an increase of 0.75%.

▫️0.20-0.25% - an increase of 1%.

CPI - consumer price index (consumer inflation).

@Сryptoz ₿

🔥 U.S. macro data (CPI):

▪️ Consumer Price Index (CPI) (y/y) (Jan)

FACT: 3.0%
FORECAST: 2.9%
PRE.: 2.9%

▪️ Consumer Price Index (CPI) (m/m) (Jan)

FACT: 0.5%
FORECAST: 0.3%
PREVIOUS: 0.4%

▪️ Basic Consumer Price Index (CPI) (y/y) (Jan)

FACT: 3.3%
FORECAST: 3.1%
PREVIOUS: 3.2%

▪️ Basic Consumer Price Index (CPI) (m/m) (Jan)

FACT: 0.4%
FORECAST: 0.3%
PRE.: 0.2%

@Сryptoz ₿

🔽 Bitcoin on the US inflation report (CPI).

@Сryptoz ₿

⚠️ Market expectations: the Fed will reduce the interest rate NOT earlier than October 2025 (earlier - July)

Bloomberg: Progress in the fight against inflation is under threat! The latest U.S. macro data suggest a less «pigeon» DCP of the Fed.

@Сryptoz ₿

#opinion
🤔 Peter Schiff: The Fed should immediately raise the rate by at least 200 bp, given the increase in inflation in the United States.

@Сryptoz ₿

🇷🇺🇺🇸 Reuters: The U.S. government will release the co-founder of the BTC-E crypto exchange.

Russian Alexander Vinnik was arrested in 2017 on suspicion of laundering $4,000,000,000, he faced up to 20 years in prison.

The release of the founder of BTC-E will take place as part of the exchange of prisoners between the United States and Russia, as a result of which Mark Vogel will also be released.

@Сryptoz ₿

👮‍♀️🇺🇸 Wyoming Road Patrol Association is going to buy BTC on its balance sheet - twitter

@Сryptoz ₿

#eth
🔥 Cboe BZX Exchange has applied for changes to add staking to the Ethereum ETF from 21Shares - document

@Сryptoz ₿

#trump #Listing
🥳 South Korea’s largest exchange Upbit will list the TRUMP token (announcement)

@Сryptoz ₿

🧐 1,399,999,990 USDC has just been withdrawn from the Binance exchange - Whale Alert

@Сryptoz ₿

🇺🇸 The New York State Senator proposed a bill to establish a working group on digital assets (doc)

Purpose: development of legislative and regulatory measures to increase transparency, security, consumer protection and minimize risks from the use of cryptocurrency.

@Сryptoz ₿

🤝 SEC and CFTC plan to resume the work of the joint advisory committee for cryptocurrency regulation (FOX)

@Сryptoz ₿

🇺🇸 Donald Trump nominated the former head of the crypto company Bitfury Jonathan Gould for the post of head of the Office of Monetary Controller (OCC), the country’s banking regulator.

@Сryptoz ₿

💸 #ETH Ethereum Foundation translated:

◽️10,000 ETH ($26.8m) in Spark.
◽️10,000 ETH ($26.8m) in Aave Prime.
◽️20,800 ETH ($55.7m) in Aave Core.
◽️4,200 ETH ($1.25m) in Compound
(twitter)

@Сryptoz ₿

#usdt
🤯 JPMorgan: Tether will potentially have to sell BTC for $9,000,000,000.

Reason: If the United States introduces new rules for regulating stablecoins, the USDT issuer may be obliged to restructure assets (get rid of BTC in favor of U.S. government bonds).

Now 93,433 BTC ($9B) is stored on Tether’s balance sheet.

From the draft laws STABLE Act and GENIUS Act - the reserves of stablecoin issuers must consist of 100% of reliable assets (state bonds and cash). Tether corresponds to this point only 66-83%.

@Сryptoz ₿

#13f
🤑 JPMorgan’s investments in Bitcoin ETF increased to $1,000,000+ (form 13F)

JPMorgan — is the TOP-2 US bank. Assets under management (AUM) = $3,300,000,000,000+.

@Сryptoz ₿

🔥 U.S. Macro Data (PPI):

▪️ Producer Price Index (PPI) (m/m) (Jan)

FACT: 0.4%
FORECAST: 0.3%
PRE.: 0.5%

▪️ Producer Price Index (PPI) (y/y) (Jan)

FACT: 3.5%
FORECAST: 3.2%
PREVIOUS: 3.3%

▪️ Basic producer price index (PPI) (m/m) (jan)

FACT: 0.3%
FORECAST: 0.3%
PREVIOUS: 0.0%

▪️ Basic producer price index (PPI) (y/y) (jan)

FACT: 3.6%
FORECAST: 3.3%
PRE.: 3.5%

▪️ Number of primary applications for unemployment benefits

FACT: 213K
FORECAST: 217K
PREV.: 220K

@Сryptoz ₿

📌 Market expectations (#FRS rate):

- January 29: PAUSE.
- March 19: PAUSE.
- May 7: PAUSE.
- June 18: PAUSE.
- July 30: PAUSE.
- September 17: PAUSE.
- October 29: decrease by 25 b.p. to 4.00-4.25%.
- December 10: PAUSE.

@Сryptoz ₿