🚨 TODAY’S CPI MAY BE THE LAST “GOOD” PRINT

U.S. CPI just came in at 2.4% YoY, exactly matching expectations and the lowest level since April 2025.
Core CPI printed 2.5%, also in line and the lowest in nearly five years.

On the surface, that looks bullish for risk assets.

But the bigger story may be what happens next.

Over the last two weeks, oil prices have surged nearly $20. Historically, every $10 move in oil adds roughly 0.2% to CPI, meaning inflation pressure could already be building again.
At the same time, geopolitical risks are escalating:

• Oil supply routes are under stress

• Multiple tanker attacks reported in the last 24 hours

• Tensions around the Strait of Hormuz are rising

If energy prices keep climbing, inflation could quickly reverse course.

That would complicate the macro outlook.

The ECB is already leaning toward further tightening, and if U.S. inflation turns back up, the Fed may have to stay hawkish longer than markets expect.

For stocks and crypto, that’s the key risk to watch.
For now, the CPI print looks calm.

But the next few months of energy prices could decide the real direction of inflation.

#OilPricesPullBack #GateClawOfficiallyLaunches #IranDeploysMinesInStraitOfHormuz #EthereumFoundationAdvancesDVT-liteStaking #MetaAnnouncesAcquisitionOfMoltbook $BTC ‌