Grote dag morgen voor Bitcoin: markt vreest voor belangrijkste inflatiemeter

2025/08/29 02:16
Morgen wordt erop of eronder voor Bitcoin (BTC). De tijd voor de favoriete inflatiemeter van de Amerikaanse centrale bank is weer aangebroken, en dit keer lijken de cijfers belangrijker te zijn dan ooit.  Inflatiedata is nu belangrijker dan ooit Het gaat hier om de zogenoemde PCE-prijsindex, wat staat voor Personal Consumption Expenditures. Het meet hoe de prijzen van goeden en diensten die Amerikanen consumeren veranderen.  De Federal Reserve (Amerikaanse centrale bank) geeft de voorkeur aan de PCE boven de meer bekende CPI (consumentenprijsindex) omdat het een groter scala aan uitgaven dekt en zich sneller aanpast aan veranderend consumptiegedrag. Naast de CPI hebben we ook nog de PPI (producentenprijsindex). Deze inflatiemeter zorgde twee weken terug voor een grote crash op de cryptomarkt. De prijzen voor producenten stegen veel harder dan verwacht. Omdat hogere kosten bij producenten vaak doorberekend worden aan de consument, zouden we dit terug kunnen zien bij de inflatiemeters voor consumenten. Dat is precies waar men nu bang voor is. Want we weten dat de centrale bank zich al een tijdje zorgen maakt voor een nieuwe opleving. Hoewel voorzitter Jerome Powell vorige week in een persconferentie zei dat de zorgen om de verzwakkende arbeidsmarkt groter zijn geworden, is inflatie nog altijd iets om in de gaten te houden. Investeerders wachten al sinds december vorig jaar op een nieuwe renteverlaging. Door de woorden van Powell lijkt de kans groot dat de beleidsmakers volgende maand de economie weer aan gaan jagen. Maar dan moeten er geen gekke dingen gebeuren wat betreft de inflatie.  Zo kan BTC reageren morgen Hieronder de verwachtingen voor de nieuwe lading inflatiecijfers van de maand juli: PCE-cijfers Verwachting Vorige (juni) PCE Prijsindex (jaarlijks) 2,6 procent 2,6 procent PCE prijsindex (maandelijks) 0,2 procent 0,3 procent Kern PCE Prijsindex (jaarlijks) 2,9 procent 2,8 procent Kern PCE Prijsindex (maandelijks) 0,3 procent 0,3 procent. Bij de kern-variant worden de volatiele onderdelen voedsel en energie weggelaten. Dit zijn de belangrijkste cijfers. Als de data lager binnenkomt dan verwacht, dan zou het logisch zijn als bitcoin reageert met een koersstijging. Hogere cijfers zouden de kans op een renteverlaging wat drukken en dus juist voor een daling kunnen zorgen.  Om 14:30 uur Nederlandse tijd weten we wat het allemaal is geworden. Het zou mooi zijn als bitcoin in ieder geval boven de 112.000 dollar weet te blijven. Bij een stijging is de zone 115.000 dollar de eerstvolgende weerstand.   

Het bericht Grote dag morgen voor Bitcoin: markt vreest voor belangrijkste inflatiemeter is geschreven door Ivo Melchers en verscheen als eerst op Bitcoinmagazine.nl.

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