According to The Kobeissi Letter, President Trump publicly criticized Federal Reserve Chair Jerome Powell, calling him a 'fool' after the Fed decided to keep interest rates unchanged. Trump asserted that there is 'virtually no inflation' and highlighted 'tariff money pouring into the US.' For crypto traders, this high-profile criticism and the Fed's rate decision could signal ongoing uncertainty in traditional markets, potentially increasing volatility and risk-on sentiment in cryptocurrencies as investors seek alternative assets. Source: The Kobeissi Letter (May 8, 2025).

According to André Dragosch (@Andre_Dragosch) on Twitter, recent data and market analysis confirm that tariffs have contributed directly to inflationary pressures, contradicting earlier claims by some commentators who stated otherwise (source: @Andre_Dragosch, April 27, 2025). For crypto traders, this linkage between tariffs and inflation is highly relevant, as heightened inflation tends to increase market volatility and shift investor sentiment toward digital assets like Bitcoin and Ethereum as hedges. Monitoring future tariff announcements and inflation data remains critical for adjusting trading strategies and anticipating potential price swings in the crypto sector.

According to The Kobeissi Letter, the US Consumer Sentiment Index fell by 6.2 points to 50.8 in April, marking the second-lowest point on record. This decline could signal increased volatility in cryptocurrency markets as consumer confidence wanes, impacting trading strategies. The index's drop highlights a consistent four-month decline, paralleling June 2022 levels when inflation was at a peak of 9.1%. Traders should consider potential impacts on crypto investments as economic uncertainties grow.

According to Mihir (@RhythmicAnalyst), gold is expected to target the $3,000 to $3,100 range, reflecting a bullish trend in the market. This projection is based on recent strong market performance, as well as underlying macroeconomic factors such as inflation and currency valuations, which are currently supporting higher gold prices. Traders should watch for key resistance levels and potential breakout opportunities as the market approaches these new highs.

According to AltcoinGordon, understanding the fluctuations in the US money supply is crucial for cryptocurrency traders. As the US money supply increases, it often leads to inflationary pressures, which can result in investors seeking alternative assets like cryptocurrencies (source: AltcoinGordon). This trend can influence the demand for Bitcoin and other digital currencies, potentially leading to price volatility. Traders should monitor US Federal Reserve policies and money supply indicators to make informed trading decisions.

According to The Kobeissi Letter, the persistent inflation and US deficit spending have led to the US interest expense on national debt reaching a record $1.2 trillion over the last 12 months. This situation necessitates mass issuances of US Treasuries, which in turn causes bond prices to fall as the market becomes saturated with bonds. Traders should monitor bond market movements as they can impact broader financial markets.

According to Edward Dowd, the impact of trade tariffs is significant on financial assets and inflation, likening it to a tax hike that could lead to lower economic growth. Dowd emphasizes that trade tariffs affect different global regions distinctly, influencing trading strategies and market volatility. Citing the analysis, he suggests that traders should closely monitor these economic indicators as they adjust their portfolios accordingly.

According to @MilkRoadDaily, the inflation data came in cooler than expected, but markets didn't react with the anticipated upward momentum. A significant market movement occurred a day earlier, marking the biggest shift in nearly 20 years, attributed to a pause in tariffs. This suggests that the markets require time to absorb the recent rally and current shifts, with implications for cryptocurrency traders. [Source: @MilkRoadDaily, April 11, 2025]

According to Milk Road (@MilkRoadDaily), the potential for a crypto rally is forming as inflation cools, interest rates are lowered, and liquidity increases. These economic conditions could enhance risk appetite among investors, setting the stage for a new risk cycle beneficial for cryptocurrency markets.

According to @MilkRoadDaily, the release of the CPI data at 08:30AM ET could significantly influence cryptocurrency markets. If inflation data indicates cooling, discussions about potential interest rate cuts may intensify, which could lead to bullish trends in crypto markets as investors seek higher returns. Conversely, if inflation rises, this could prompt a more aggressive monetary policy, potentially leading to bearish movements across the board in the cryptocurrency sector.

According to AltcoinGordon, the recent decline in inflation could positively influence cryptocurrency trading as lower inflation tends to stabilize fiat currency values, thereby potentially increasing investor confidence in digital assets. This development may lead to an uptick in altcoin trading volumes as traders seek to capitalize on stable economic conditions. The mention of former President Trump's influence suggests political factors also play a role in market perceptions, which traders should monitor closely.

According to Omkar Godbole, EUR/USD is nearing the 1.12 supply zone, a level it has not surpassed since July 2023. The potential breakout is bolstered by recent US super core CPI data, which is at its lowest since May 2020. This aligns with falling market-based measures of inflation, such as the five and 10-year breakeven rates. Traders should monitor these developments as a breakout could push EUR/USD towards the next trendline at 1.20.

According to Michaël van de Poppe, recent declines in inflation, which has turned negative month-over-month, along with the falling U.S. Dollar Index (DXY), signal a potential uptrend for Bitcoin. Van de Poppe suggests that if gold and yields also decrease, this could further bolster Bitcoin's upward trajectory.

According to The Kobeissi Letter, US households are currently experiencing financial strain due to lower asset prices and ongoing inflation. At the end of 2024, US households held a record 29% of their financial assets in stocks, which have since suffered declines. This situation poses significant challenges for traders as market volatility increases and consumer spending is likely to be impacted. Investors should remain vigilant about the potential for further inflationary pressures and adjust their portfolios accordingly.

According to The Kobeissi Letter, the 10-year note yield has fallen to its lowest level since September 29th, despite inflation expectations rising above 5%. This suggests that markets are pricing in a recession, impacting interest rates and bond markets.

According to The Kobeissi Letter, the 10-year note yield has fallen to its lowest level since September 29th, indicating that despite an expected inflation rise to over 5%, interest rates are decreasing. This trend is interpreted as a key indicator that markets are pricing in a potential recession this year.

According to The Kobeissi Letter, the Trade Policy Uncertainty Index has surged to new record highs, reaching levels three times higher than during the Trump Trade War 1.0. This heightened uncertainty poses significant challenges for market stability, especially as inflation rebounds.

According to The Kobeissi Letter, the Trade Policy Uncertainty Index has surged to unprecedented levels, now standing three times higher than the peak during the Trump Trade War 1.0. This heightened uncertainty poses a significant challenge for markets, especially amidst rising inflation pressures.

According to The Kobeissi Letter, if the average tariff rate remains at 29%, inflation is projected to rise to approximately 5.0%-5.5%. UBS supports this estimate, indicating that price increases will likely be partially transferred to consumers. This inflationary pressure may affect trading strategies, particularly in sectors sensitive to price changes. Additionally, Canada is the only other country predicted to experience a significant inflation increase of over 2%, which could influence currency and commodity trading decisions.

According to The Kobeissi Letter, if the average tariff rate remains at 29%, inflation is anticipated to rise to approximately 5.0%-5.5%. UBS corroborates this estimate, highlighting that price increases will likely be partially transferred to consumers. Notably, Canada is identified as the only other country expected to experience a similar inflation increase of over 2%.