đ„ The US inflation report will be released tomorrow!
The consensus forecast of banking giants for the US CPI is 3.4% (inflation growth by 0.2%) !
âȘïž Arthur Hayes:
- In the second half of April, the market will face a reduction in dollar liquidity.
- Reasons: tax season + Fed policy to reduce balance sheet ( #QT ) and strengthening the balance sheet of the Ministry of Finance.
- These factors will stimulate a âfurious sell-off in crypto markets.â
âȘïž Market expectations ( #FED rate ):
- May 1: Pause.
- June 12: decrease by 25 bp. up to 5.00-5.25%.
- July 31: Pause.
- September 18: decrease by 25 bp. up to 4.75-5.00%.
- November 7: Pause.
- December 18: decrease by 25 bp. up to 4.50-4.75%.