Thoughts on the latest CPI and what it means for the Fed's next move

Just saw the latest CPI print come in a bit hotter than expected. It's not a huge jump, but enough to make me think the Fed might be less inclined to cut rates as aggressively as some were pricing in for the second half of the year. This could mean continued strength in the dollar and potentially a tougher road for riskier assets if liquidity tightens further.

I'm mostly watching how this plays out in the bond market; yields moving higher would certainly impact my watchlist, especially for growth stocks and crypto. Might see some re-evaluation across the board. Keeping an eye on $CSPR and $ATOM, as any significant shift in sentiment could lead to some interesting entry points, or necessitate a re-think on existing positions. Not making any drastic moves yet, but definitely adjusting my mental framework.