With the Federal Reserve expected to cut interest rates, the delay in releasing the US inflation rep

The US inflation data, which was supposed to be released in September, had to be postponed due to the government shutdown, causing a stir in the market. According to latest forecasts, the annual increase in US CPI this year could reach 3.1%, setting a new annual high. This figure is significant, indicating that prices remain high, and it also cooled down expectations that the Federal Reserve would lower interest rates.

However, there’s another side to the story: the US job market remains weak. This has led analysts to believe that the Fed may eventually be forced to cut rates in order to stabilize the economy. For investors, this isn’t bad news. Historical data shows that whenever expectations of rate cuts rise, high-risk assets like Bitcoin often benefit first. In other words, while inflation continues to drive up costs, the cryptocurrency market might be quietly preparing for another wave of growth.

Key points

● Inflation reached the threshold of 3.1%: The delayed CPI data for September 2025 could reach an annual rate of 3.1%, the highest level this year. But as expected, this won’t affect the Fed’s decision to focus on job data when deciding on rate cuts.

● Flexibility of cryptocurrencies: The market value of Bitcoin increased by 1.8%, reaching $3.8 trillion, with its price climbing to $110,500. This shows its strength, and a lower-than-expected CPI could lead to further increases in its value.

● Monitoring government shutdown decisions: Ending the government shutdown as soon as possible could clarify the economic path. Investors should pay attention to any fluctuations after the decision is made, and be prepared for potential liquidity-driven gains.

Learn about the latest inflation data for September 2025 in the United States, as well as its impact on cryptocurrencies. Stay informed about Federal Reserve interest rate cuts and market trends, and make informed investment decisions.

What impact does the delayed release of inflation data for September 2025 have on the cryptocurrency market?

The delayed release of inflation data for September 2025 refers to the Consumer Price Index (CPI) report released by the U.S. Bureau of Labor Statistics. Due to the 24-day government shutdown, this report was postponed. It is expected that the data will show an annual inflation rate of 3.1% in 2025, the highest level since 2025. This could affect the Federal Reserve’s decision-making regarding interest rates. Although there is potential upward pressure, concerns over the weak labor market have kept the probability of interest rate cuts at 98.3% (according to Chicago Mercantile Exchange futures data). This could lead to increased liquidity flowing into crypto assets like Bitcoin.

How does CPI data affect the Federal Reserve’s decision to cut interest rates?

The expected 3.1% increase in the CPI is consistent with predictions made by economists at sources such as Trading Economics. This represents a monthly increase of 0.4%. Investor Ted Pillows believes that a figure of 3.1% or higher might reduce the likelihood of interest rate cuts, while a figure below 3% could be beneficial for the market. Analyst Ash Crypto added that a figure exceeding 3.1% would be a negative signal, as it would be comparable to the highest CPI level since June 2024, which could dampen enthusiasm for risk assets. However, Matt Maley, chief market strategist at Miller Tabak, emphasized to Bloomberg that even if the data deviates from expectations, the Fed’s main concern remains employment trends. A report by Barron Weekly indicates that, given the 98.3% probability of a decision being made next Wednesday according to CME futures markets, rising inflation will not prevent interest rate cuts. This resilience could sustain the momentum behind interest rate cuts in December, indirectly supporting cryptocurrencies by increasing liquidity. Short-term market movements may occur, but the trend of structural interest rate cuts seems intact. Historical data shows that cryptocurrencies tend to rebound after monetary policy easing.

It is expected that inflation in the United States will rise again. Source: Trading Economics

How do cryptocurrencies react to inflation data?

在等待延迟发布的报告期间，加密货币市场表现出谨慎乐观的态度。过去24小时内，加密货币总市值上涨1.8%，达到3.8万亿美元，反映出尽管存在不确定性，但资金仍在稳步流入。比特币领涨，周四尾盘一度突破11.1万美元，最终收于11.05万美元，凸显了与更广泛经济信号相关的韧性。

美国政府关门已进入第24天，这加剧了人们对财政政策在通胀动态中作用的关注。特朗普顾问的洞见暗示本周可能出台解决方案，市场预期数据发布路径将更加清晰。这种延迟凸显了经济报告中的脆弱性，但加密货币的去中心化特性使其成为对冲传统市场波动的工具。以太坊和其他山寨币与比特币的涨势相似，涨幅在1-2%之间，表明它们对宏观指标做出了相关反应。

更广泛的背景表明，通胀数据历来会影响投资者对风险资产的情绪。根据汇总的市场分析，在以往的周期中，低于3%的通胀数据与几周内5-10%的加密货币飙升相关。目前的仓位配置中，比特币占据56%的主导地位，表明投资者的兴趣多元化，但有利的CPI可能会加速山寨币的轮动。交易员正在监测交易量激增的情况，该峰值已达到平均水平的15%，暗示着投资者押注降息将持续下去。

常见问题

什么原因导致2025年9月美国通胀报告延迟?

As the federal government shutdown enters its 24th day, the Bureau of Labor Statistics has suspended its operations. The release of the U.S. inflation report for September 2025, particularly the consumer price index, has been postponed. This is the first major data release that has been delayed since the government shutdown began at the beginning of this month. The expected release date is scheduled for Friday. Despite these delays, economists continue to predict an annual inflation rate of 3.1%. They emphasize the need for timely fiscal measures to avoid further economic uncertainty.

Will high inflation data prevent the Federal Reserve from cutting interest rates in 2025?

No. The expected high inflation rate of 3.1% in September 2025 is unlikely to deter the Federal Reserve from cutting interest rates, as the Fed’s focus is already on the weak labor market. CME futures indicate a 98.3% probability of interest rate cuts next Wednesday, and cuts are also expected in December. Even if the data exceeds expectations, experts like those from Bloomberg believe that monetary easing will continue to support employment and benefit assets, including cryptocurrencies, by increasing liquidity.

Conclusion

It is expected that the inflation rate in the United States will be 3.1% in September 2025. This delayed release of data highlights the ongoing economic challenges caused by the government shutdown. However, given the concerns regarding the labor market, the Federal Reserve continues to implement interest rate cuts as planned. The cryptocurrency market is expected to benefit from these ongoing policies. Bitcoin’s price remains stable around $110,500, with a total market value of $3.8 trillion. With data released on Friday, investors should be prepared to handle short-term fluctuations. At the same time, they should focus on long-term opportunities in an environment of ample liquidity. Please stay updated to capitalize on these important changes.