⚡ USA: the consumer hit the brakes
🔴 Core Retail Sales m/m: 0.0% (expected 0.3%)
🔴 Retail Sales m/m: 0.0% (expected 0.4%)
After 0.5–0.6% earlier — this is no longer noise. This is a pause.
The American consumer is the main engine of the US economy. When he stops, the Fed cannot be “tight” for long. The market immediately prices in greater chances of rate cuts.
The classic result:
— dollar under pressure
— yields down
— risk-on assets get air
For BTC, this is moderately positive. But without euphoria.
One report does not change the trend — it only shifts expectations.
The real movement will begin when the Fed confirms this with actions, not rhetoric.
BTC
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