[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Ihwan Efendi [@ihwanfe](/creator/twitter/ihwanfe) on x XXX followers Created: 2025-07-12 03:51:05 UTC Fed Funds Futures masih bet XX% kemungkinan rate cut September, tapi data XX Juli ini bisa hancurkan ekspektasi market dalam sekejap BMO Economics warning: CPI Juni expected jump ke XXX% YoY dari 2.4%. Core inflation XXXX% MoM vs XXXX% sebelumnya Energy tailwind hilang, services cooling melambat. Game changer: Trump announce tariff wave X Agustus effective rate XX% → XX% (tertinggi sejak 1934). Copper XX% Canada XX% Brazil XX% Pass-through effect baru dimulai. OBBBA disahkan: $4.5T tax cuts vs $1.2T spending cuts = net deficit expansion $3.3T. Fiscal stimulus vs tariff-induced inflation = policy conflict untuk Fed. Fed dilemma: Tariff = supply shock (inflation up) + demand destruction (growth down). Stagflation risk scenario yang paling dibenci central bankers. Crypto positioning: Jangka pendek bearish (higher rates fear) medium-term setup bullish (fiscal debasement + geopolitical tension + BRICS de-dollarization). Critical timeline: XX Juli CPI X Agustus tariff implementation September FOMC. Market akan volatile reaktif setiap data point. If CPI surprise upside → Fed pivot hawkish → DXY rally → Crypto Correction If CPI in-line → September cut masih on table → risk-on resume → Crypto Bull Source: BMO Economics $BTC #Crypto  XXXXX engagements  **Related Topics** [tariffs](/topic/tariffs) [donald trump](/topic/donald-trump) [javascript](/topic/javascript) [coins energy](/topic/coins-energy) [dari](/topic/dari) [inflation](/topic/inflation) [fed rate](/topic/fed-rate) [futures](/topic/futures) [Post Link](https://x.com/ihwanfe/status/1943880767559643210)
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Ihwan Efendi @ihwanfe on x XXX followers
Created: 2025-07-12 03:51:05 UTC
Fed Funds Futures masih bet XX% kemungkinan rate cut September, tapi data XX Juli ini bisa hancurkan ekspektasi market dalam sekejap
BMO Economics warning: CPI Juni expected jump ke XXX% YoY dari 2.4%. Core inflation XXXX% MoM vs XXXX% sebelumnya Energy tailwind hilang, services cooling melambat.
Game changer: Trump announce tariff wave X Agustus effective rate XX% → XX% (tertinggi sejak 1934). Copper XX% Canada XX% Brazil XX% Pass-through effect baru dimulai.
OBBBA disahkan: $4.5T tax cuts vs $1.2T spending cuts = net deficit expansion $3.3T. Fiscal stimulus vs tariff-induced inflation = policy conflict untuk Fed.
Fed dilemma: Tariff = supply shock (inflation up) + demand destruction (growth down). Stagflation risk scenario yang paling dibenci central bankers.
Crypto positioning: Jangka pendek bearish (higher rates fear) medium-term setup bullish (fiscal debasement + geopolitical tension + BRICS de-dollarization).
Critical timeline: XX Juli CPI X Agustus tariff implementation September FOMC. Market akan volatile reaktif setiap data point.
If CPI surprise upside → Fed pivot hawkish → DXY rally → Crypto Correction
If CPI in-line → September cut masih on table → risk-on resume → Crypto Bull
Source: BMO Economics
$BTC #Crypto
XXXXX engagements
Related Topics tariffs donald trump javascript coins energy dari inflation fed rate futures