#2026年比特币价格展望 Night at 21:30, the US December CPI data will be released, and the global capital markets are almost holding their breath.

The inflation showdown begins. At 21:30 Beijing time tonight, the US December seasonally unadjusted CPI year-over-year and seasonally adjusted CPI month-over-month will be announced—this not only marks the complete end of the inflation trajectory over the past year but also directly influences how the Federal Reserve will set interest rates next, thereby affecting the flow of global funds.

The market is focused on three key questions: First, will the correction of the statistical system after the government shutdown cause a rebound in the data? Current expectations show that the overall CPI month-over-month could rise to around 0.37%, and year-over-year to about 2.7%, with core CPI month-over-month possibly reaching 0.36%, the highest point this year. Second, can the pace of housing cost increases continue to slow down, and when will a new round of tariff policies truly pass through to prices—these two questions determine whether inflation is genuinely cooling or just an illusion. Third, will the strength or weakness of the data completely rewrite the Federal Reserve’s rate cut pace this year—currently, the market assumes interest rates will remain unchanged in January, but if the data exceeds expectations, the rate cut plans for this year could be largely scrapped; conversely, it could ignite a rally in risk assets.

At 21:30, every 0.1 percentage point change can trigger follow-up reactions in US stocks, the dollar, oil, and other commodities. Locking in this time window, the true face of inflation and the next policy steps will soon be revealed, and the global financial markets will once again experience a grand "data rally."