10x Research Market Updates

10x Research Market Updates

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10x Research Market Updates
10x Research Market Updates
What Today’s Inflation Print Won’t Tell You—But Markets Already Know
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What Today’s Inflation Print Won’t Tell You—But Markets Already Know

Actionable Market Insights

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10x Research
Jun 11, 2025
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10x Research Market Updates
10x Research Market Updates
What Today’s Inflation Print Won’t Tell You—But Markets Already Know
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Today, the U.S. will release new inflation data, the first likely affected by the Trump tariffs. However, we expect a flat or modestly higher print. Even if inflation comes in above expectations, we don't anticipate a strong reaction from Bitcoin or equities. The tariffs appear to be less impactful than initially feared, with companies possibly hesitant to pass on the costs. Pre-tariff stockpiling ("hamster hoarding") hasn’t driven prices up, and inventories remain ample, limiting inflationary pressure.

Our CPI model closely predicted actual inflation print, except during COVID

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