Major financial institution just recalibrated their inflation outlook right before the upcoming CPI data drop. Timing's interesting here.

When big banks start tweaking their forecasts this close to official numbers, it usually signals they're seeing something in the advance data or market positioning that's making them adjust expectations. Could be reacting to recent Fed commentary, employment figures, or shifts in consumer spending patterns.

This kind of last-minute repositioning often creates ripples across risk assets. If their new forecast skews higher than consensus, we might see pressure building on growth-sensitive sectors. Lower forecast? Could fuel the "soft landing" narrative again.

For crypto holders, this matters because inflation prints still drive macro sentiment. Hot CPI numbers historically trigger risk-off moves, while cooler readings tend to benefit digital assets as the "hard money" thesis gains traction.

Worth watching how markets price this in over the next 24-48 hours before the actual release. Sometimes the anticipation moves prices more than the data itself.