昨儿BTC ETF获批居然是假新闻？我尼玛，波音737max全线停飞。
Bloomberg
Bitcoin ETF deadline
It’s today — the long-awaited deadline forthe US Securities & Exchange Commission to vote on spot-Bitcoin ETF applications. If crypto markets weren’t dramatic already, the SEC’s X account was hacked on Tuesday and a fake post was published claiming that the agency had approved the plans. The largest digital asset surged almost 60% in the final quarter of last year on bets that the products will help bolster Bitcoin demand. It’s why for some observers, the question now is whether the actual green light could become a reason for speculators to trim some profits — especially as it remains uncertain whether the ETFs will succeed in making Bitcoin more of a mainstream asset. SEC Chair Gary Gensler warned on X that people considering investing in crypto assets should ``be cautious’’ and there are ``serious risks involved.’’ Here’s Bloomberg Daybreak’s podcast covering
the Bitcoin drama.
Comment：？？？？难道昨天各大网站都是放假消息？还是我英文太差？这消息意思是还没批复？
Fake news in election year
Speaking of false information, a survey bythe World Economic Forum of more than 1,400 risk experts, policymakers and industry leaders showed fake news poses the biggest danger to the world in the next two years. That’s especiallypertinent in this year’s big election year, with more than 3 billion people heading to the polls in what my colleagues counted as 40 national elections. The calendar will kick off with Taiwan on Saturday, where the future of relations with China is one of the biggest issues at stake. The rhetoric between Beijing and Taipei is heating up ahead of the vote, even as relations between the US and China show some signs of stabilization. As a reminder, the
World Economic Forum will next week host the world’s elite in the Swiss resort of Davos.
Comment：随便了，反正选举也是假的，比天朝的选举还假。
Bumper bond demand
Appetite for newly-issued bonds is off thecharts as investors look to lock in yields before central banks cut interest rates. It was Spain’s turn today to receive a record €130 billion ($142 billion) of bids for a 10-year sale, exceeding a previous all-time high set nearly four years ago. That’s after Tuesday’s record day for issuance in the primary market across Europe and bumper demand for deals from governments in Belgium, the UK and Italy. In the US, Tuesday’s $52 billion auction of three-year notes was awarded at 4.105%, the lowest yield since May. Debt supply will ramp up over the next several weeks, with governments from the US, the UK, the eurozone and Japan due to sell a net $2.1 trillion of new bonds to finance their 2024 spending plans — a 7% increase from last year. Some bond analysts argue that it’s only a matter of time before markets become nervous about the
current supply dynamics.
Comment：知识欠缺，正在恶补，策略要尽快配置固定收益产品。
Volatile oil
US stock-index futures aren’t doing muchbut oil is swinging all over the place. Brent is nearing $77 a barrel, reversing an earlier gain and following Tuesday’s advance of almost 2%. Prices have seesawed since the start of the year as traders attempt to gauge the outlook for the coming quarters. But it’s not a clear trend in either direction: slow global growth should translate to lower demand, and therefore lower prices, but more attacks from Houthis on vessels in the Red Sea are raising the risk that Middle East supply could be disrupted -- translating into higher prices. Smaller US inventories are also becoming a factor. As the market’s indecision continues, here’s a good read on how Russia’s record oil drilling shows the country’s resilience to sanctions. And Bloomberg Opinion’s Javier Blas takes a look at themes for the oil market in 2025. Yep, 2025.
Comment：这个也没啥说的吧。就等着看戏呗。
Yahoo：
What we're watching
The bitcoin ETF approval roller coaster:The crypto community, which eagerly awaits the SEC's decision on bitcoin ETFs, briefly celebrated Tuesday when a tweet from the SEC appeared to announce approval of these vehicles. Then, SEC Chair Gary Gensler said the account had been compromised and the news fake. Around a dozen applicants have applied to set up ETFs, which will offer investors a way to have bitcoin exposure without the technical challenges and risks of ownership. A decision is expected Wednesday.
Comment：见Bloomberg
Boeing's paradox: The fallout from thelatest 737 Max incident is ongoing, but the aerospace manufacturer's year-end numbers, published Tuesday, showed a banner 2023 — helping to stabilize the company's stock. The FAA's grounding order has all 171 737 Max 9 planes staying
out of the air indefinitely until more questions get answered.
Comment：做好埋伏，悄悄的进村，打枪的不要
A critical earnings season to kick off: After a rough start to theyear, the upcoming earnings — and more importantly, outlooks — have a chance to reshape the 2024 narrative thus far. Or pour more water on an uninspired market in waiting mode. The already cut earnings estimates for the S&P 500 of 1.3% are far under the 5% year-over-year growth seen in Q3. But once again, with earnings, a good forecast could eclipse any disappointing results.
Commnet：搬个小板凳，看几家欢喜几家愁
Honda throws its hat in the EV ring: Japan's other auto giantannounced its plans for multiple EV launches in 2026. Honda has notably lagged Toyota, Tesla, Volkswagen, and General Motors in the market. Meanwhile, Tesla's US market share is more than VW, Subaru, and BMW.
Comment：电动车就是一个智商鉴定器，特斯拉？垃圾！避震一坨屎，难看又难坐。至少我不喜欢，，更不喜欢马一龙。
个股新闻
BE最近两天被疯狂上调，机构是嗅到什么了。今天又一家直接上调了快30%，目标价22元（现价14）