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Birdie_OKX
The signal is not simply “growth down, rates down.” July retail sales fell 0.6% MoM against 0.1% growth expected, while August Michigan sentiment slipped from 55.2 to 51.0. Cooler demand and CPI/PPI weaken the case for a September hike, but one-year inflation expectations rising to 4.3% complicate the easing narrative. My read: further softness could support gold and BTC through a weaker dollar and lower short-end yields, yet persistent inflation expectations may cap the valuation upside for risk assets. Not advice, just analysis.
#WeakConsumptionFedSplit
Aviso legal: o conteúdo do OKX Orbit é fornecido apenas para fins informativos. Saiba mais
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Criptos em alta
BTC/USDTBitcoin
$85.342,9+0,00%
ETH/USDTEthereum
$2.703,89+0,00%
ZEC/USDTZcash
$1.333,58+0,01%
Destaques do mercado hoje
1#FedECBMeetingMinutes
2#BTCETHETFFlowsDiverge
3#BessentTreasuryYields
