通胀日，CPI预测数据3.8%，前值4%，实际值3.9%。
续请失业金人数预测值1871k，前值1885k，实际值1834k。
截止发文时，四大指数期货表现，标普-0.08%，道琼斯-0.11%，纳斯达克0.01%，罗素-0.13%。
就业市场升温，cpi不及预期，美联储最不想看到的情况。
盘前新闻汇总：
Bloomberg：
ETF approval
Exchange-traded funds investing directly inBitcoin were given the green light by US regulators, marking a landmark moment for the crypto sector that will broaden access to the token both on Wall Street and beyond. After a stellar run in 2023 and volatility to start 2024, Bitcoin’s price wasn’t moved much by the approval, briefly topping $47,000. Rival coin Ether, however, surged on speculation it could be next in line. Crypto-linked stocks in the US are extending their recent rally and the approved funds will start trading today.
评：ETH飙升12%，该来的总要来的。埋伏了半年多。
附上btc ETF代码表
Blackrock's iShares Bitcoin Trust (IBIT)
ARK 21Shares Bitcoin ETF (ARKB)
WisdomTree Bitcoin Fund (BTCW)
Invesco Galaxy Bitcoin ETF (BTCO)
Bitwise Bitcoin ETF (BITB)
VanEck Bitcoin Trust (HODL)
Franklin Bitcoin ETF (EZBC)
Fidelity Wise Origin Bitcoin Trust (FBTC)
Valkyrie Bitcoin Fund (BRRR)
Grayscale Bitcoin Trust (GBTC)
Hashdex Bitcoin ETF (DEFI)
Inflation da
US consumer price inflation data is duelater and is likely to show another soft reading, in part due to more declines in price growth in the goods sector. Stocks and bonds are rising globally ahead of the numbers, which will help to clarify the path for Federal Reserve rate policy. John Williams, president of the Federal Reserve Bank of New York, said monetary policy is now likely sufficiently tight to guide inflation back to the 2% target, but that more evidence will be needed before any rate cuts emerge.
JPMorgan Asset Management, however, thinks Fed rate cuts could top current forecasts.
评：有很大一部分原因是油价下跌，如果油价再上（已经开始），怎么样还不好说。不过无所谓，关注短期。
Tech layoffs
Google is laying off hundreds of staff thatwork on its digital assistant, hardware, and engineering teams as it continues to cut costs. The move comes as Google, part of Alphabet, has seen its core
search business face more pressure from rival AI offerings from Microsoft and OpenAI. It’s the latest in a slew of tech companies to announce layoffs already this year, echoing what happened at the start of 2023. Amazon is cutting workers in its Prime Video and Twitch units and Unity Software is planning to slash 25% of its workforce.
评：AI开始替代一部分人的工作，起码在数据分析方面，可以干掉一些人，而且AI会保持比较中立的态度，与人不一样。
Deal prospects
The earnings calendar is light for Thursdaybut will pick up pace on Friday as US banks kick off the season — JPMorgan Chase, Citigroup, Bank of America and Wells Fargo are all on the slate. The slide in revenue and profit that Jefferies reported earlier in the week has darkened the mood and the UK’s Barclays has also suggested that the investment banking environment in the fourth quarter was subdued. Dealmakers, however, think that M&A could bounce back as inflation eases and interest rates eventually get cut.
评：大型银行的业绩应该会很亮眼，这个在2023年总结中就说过了。并购反弹已成事实，至少最近关注的医药行业，正在加速。
WSJ：
Chesapeake, Southwestern Energy Agree toMerge
Chesapeake and Southwestern Energy agreedto merge in a deal valued at $7.4 billion that will create one of the U.S.'s largest natural-gas producers.
评：如bloomberg所写。
MarketWatch：
Wall Street firms getting excited overJapan as Nikkei keeps hitting records
Japanese stocks, notably the Nikkei 225,have gained prominence, crossing the 35,000 mark for the first time in nearly 34 years. JPMorgan attributes this to a weak yen and global risk-on sentiment after the Fed's interest rate pause. Wage increases and a recovery in consumer sentiment are seen as catalysts for growth in real wages, contributing to improved margins and return on equity (ROE), according to Bank of America strategists. Both JPMorgan and Bank of America highlight factors such as companies' awareness of capital costs, a government tax-free stock investment system, and potential inflows from individual investors. The latter predicts a rise in Japanese stocks in the first half, a sideways movement in July-September, and a subsequent rise post the U.S. presidential election in November, recommending value stocks with high dividend yields like Mitsubishi, Mitsui, Marubeni, and Sumitomo.
评：全球大型基金正在撤出中国股市，押注日本和印度。
The buzz
Consumer price inflation is due at 8:30a.m. Forecasters expect December headline inflation to rise to 0.2% from 0.1% and to 3.2% from 3.1% annually. Core CPI, minus food and energy, is seen dipping to 3.8% from 4% annually. Weekly jobless claims are due at the same time. Cleveland Fed President Loretta Mester willappear on TV at 11:30 a.m. and Richmond Fed President Tom Barkin will speak at
12:40 p.m.
Eleven bitcoin exchange-traded funds,including Grayscale Bitcoin Trust GBTC, Blackrock’s iShares Bitcoin Trust and ARK 21Shares Bitcoin ETF will being trading on Thursday after a Securities and
Exchange Commission green light and a chaotic 24 hours for the agency. Chesapeake Energy (CHK) is buyingSouthwestern Energy (SWN), at a slight discount to Wednesday’s close, as the
deal talks had been previously reported.
More tech job cuts — on the heels ofAmazon.com (AMZN), Alphabet’s Google (GOOGL) reportedly plans to axe hundredsof workers.
Citigroup (C) has set aside $1.3 billion tocover risks related to turmoil in Argentina and Russia.
An oil tanker in the Gulf of Oman wasboarded early Thursday by “unauthorized men” wearing military uniforms.