Допис

🚨 The U.S. consumer is losing steam—but inflation isn’t letting the Fed breathe. July retail sales dropped 0.6% MoM, crushing expectations of +0.1%. Meanwhile, consumer sentiment slipped to 51.0, while inflation expectations climbed to 4.3%. That’s a messy mix for the Fed: 📉 Weaker spending → less pressure to keep hiking 🔥 Higher inflation expectations → rates may need to stay higher for longer And BTC is caught right in the middle. ₿ $63K is the line I’m watching. #WeakConsumptionFedSplit