CPI Week

Santa Rally continues

Relevant Topics, News, and Data: Month of December

• China update on monetary policy update coming soon (next few days)

• Powell Rate cut nearly 100% priced in for Dec. 18th

• Israel / Hezbollah Ceasefire

• CPI Wednesday

• Microsoft votes Tuesday Dec. 10th on BTC

• China will resume gold purchases after a 6-month pause

• Breaking Report from US Treasury on BTC as digital gold (over the weekend)

• Big announcement on Strategic BTC reserve by Dennis Porter and Congress/State governments coming this week

• ETH ETFs get similar flow that BTC did at the beginning of the BTC ETFs launch

• Tokenization of assets (Blackrock headline update)

• David Sacks becomes US crypto czar

  

  

TIN HAT:

There are some rumors that BRICs is about to get caught off guard if the US sells some Gold for BTC….Lowering the price of gold which would affect them, while possibly forcing them to get into BTC for trade AFTER the US has bought BTC.

CPI:

For some reason there are still no posted forecasts on CPI. Either way, I think the market will take the print and data release to make a certain move (I am betting on rotation.)

BTC:

This week can be another huge week for updates on adoption.

The last thing I am watching is any updates on potential tariffs or ceasefires by Trump this week.