CPI Comfortable at 2.9%, Rate Cut Now Almost Certain

12.09.25 03:51 AM By Jiuyu

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Bitcoin yesterday was showing signs of strength - now today it’s BLASTING OFF! Finally getting out of it’s month long correction, we’ve seen the first solid reversal in price since August 14th, with price sitting at a comfortable $116K now and climbing. Gold had a day of mostly sideway price action, closing for the day at $3,634, whilst the Risk-on markets soaked up all the good news from the CPI data overnight. Silver however continued to close the day out in the green again at $41.56, and seems to be accumulating upwards in price now - further positioning Silver as a precious metals “Catch-up” play, after the already monstrous Gold rally we’ve seen all year long.


The Consumer Price Index (CPI) for all items rose 0.4% month-over-month in August (seasonally adjusted), up from 0.2% in July. Whilst this might’ve initially been cause for concern to a projected doveish FED, the year-over-year data came in as forecasted at 2.9%, therefore giving markets the certainty that inflation data whilst being somewhat-sticky isn’t worse than expected. This data-delivery at forecasted levels is all the markets needed to soar overnight and feel comfortable that the FED will in-fact deliver at least a 25 basis-point rate cut come next week with odds of this sitting at juicy 92.7% currently.


As markets now almost certainly expect the Federal Reserve to deliver a rate cut at its upcoming meeting, with 25 basis points seen as the likely outcome - The FED will likely monitor inflation closely over the coming months to ensure they are moderately easing whilst being mindful of a weakening U.S. job market. The is a strong signal to Risk-on markets that the short-term bullish momentum is back on the table, with U.S. Indices getting pumps and daily breakouts of their respective ranges shooting up with green daily closes. The S&P500 closed for the day at an all-time-high of 6,588, meanwhile the NASDAQ also saw it’s highest close at 23,989.


Bitcoin Bulls didn’t hold back overnight and saw us finally confirm a reversal of the month-long rut it’d been stuck in. Certainty around the inflation data coming in was enough to confirm a bullish reversal back to the upside, smashing past the $113K resistance zone. This has comfortably landed us at $116K at current point in time of writing, and likely to continue higher from here now as we inch closer to the FED’s monetary policy decision next week.


Stormrake Spotlight: Hedera (HBAR) ($0.241)

HBAR continues to try and buck-the-trend, seeing it push higher into our local trend resistance at $0.245. The rest of the Risk-on markets pumping on the positive macro data is propping up HBAR and seeing us get very close to our level. As long as we don’t sell-off again and make new Lower lows after hitting this trend resistance - hopefully for HBAR HODL’ers, this will be the move you’ve been looking for to get it back on track for Alt Season.

BTC/USD Key Levels and Price Action:

Bitcoin twitter is now saying “We’re so back!” That’s how quickly sentiment can shift in this space, with price continuing the pump after the excellent CPI print last night. As of trading this morning, we’re getting strong bullish momentum follow-through landing us currently at $116K and breaking well above the previous Highs of the last few weeks. This is exactly what you’d like to see in order to confirm the move higher. We’re going to start looking for higher targets now in the coming days and weeks ahead - so stay tuned!




BTC Total ETF Flows for 11 Sep: $ 186.5 million


(ETF flow data is sourced from https://farside.co.uk/btc/ and reflects figures at the time of writing.)
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*All prices are denominated in USD unless stated otherwise*

Written by James Ryan

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