本周重要时间点提示：
美中时间周三24日8点45 PMI数据
美中时间周五26日7点30 PCE数据
Bloomberg
Hedge-fund haul
Hedge funds delivered one of the best years for clients in 2023, producing combined gains worth $218 billion after fees, according to estimates by LCH Investments. The top 20 firms, which oversee less than a fifth of the industry’s assets, generated $67 billion or roughly a third of the gains last year. The report shows that Citadel, Millennium and D.E. Shaw continue to dominate multistrategy funds. “These managers have been generating above average performance over several decades reflecting the persistence of their superior returns, ” said Rick Sopher, chairman of LCH. Behind some of those record returns were bold bets on catastrophe bonds and other insurance-linked securities, as the science of catastrophes helped generate the best returns of any alternative investment strategy last year.
Comment: 再看看国内那些倒亏90%的傻缺基金经理，想想都想笑，什么顶流，网红，还真有一群不上道的去追。无知者无畏。
Buy the dip
Two major Wall Street firms are recommending investors start buying five-year US notes after they saw their worst rout since May last week. Morgan Stanley sees scope for a rebound in Treasuries on expectations data in the coming weeks may surprise to the downside. JPMorgan is also suggesting investors buy five-year notes as yields have already climbed to levels last seen in December. However, it warned that markets are still too aggressive in pricing for an early start to central bank interest-rate cuts. Sustained pushback from central bank officials, along with healthy data on retail sales, meant last week traders slashed bets on interest-rate cuts from the Fed this year. This sent yields climbing 22 basis points, the most since the period to May 19.
Comment：fixed income，我的硬伤，还没学懂，实在不敢下手。
Yahoo：
Starting the week on a high: The S&P 500 and the Dow both enter the week having hit all-time highs on Friday. A confluence of healthy — and happier — consumers, a lasting belief that the Fed will eventually triumph over inflation, and a new boost of AI excitement are under the market's wings.
Comment：本周还要来一波吧？然后等下周美联储会议。
Banks make way for tech: A few more smaller financials like Zions Bancorporation report earnings Monday, but banks are ready to hand the baton over to the tech industry which has helped propel the market to records, with the heavy hitters starting Tuesday when Netflix reports results.
Comment：看吧。Netflix去年的业绩应该不咋滴了。
United earnings: United Airlines will headline earnings results set for release Monday, with the major airline likely furnishing additional insights to investors about consumer demand, labor, the latest airline M&A drama, and any ripples from the Boeing fiasco.
Comment：航空财报季，重仓的航空股有没有口汤就看这周咯。
WSJ提示关注股票
↗️ 梅西百货：在 Arkhouse Management 和 Brigade Capital Management 表示，如果交易谈判没有进展，他们将向股东提出收购梅西百货的出价后，该零售商的股价在盘前交投清淡中上涨。
↘️波音：美国联邦航空管理局建议航空公司检查第二种类型的波音飞机，该飞机使用与阿拉斯加航空公司航班上被炸毁的门塞相同的门塞。 这家飞机制造商的股价盘前下跌约 3%。
↗️精神航空：捷蓝航空和精神航空周五晚间表示，他们计划对联邦法官阻止合并的裁决提出上诉。 继上周大部分时间螺旋式下跌后，Spirit 股价周一盘前上涨 4%。
↗️ Kindred Group：《华尔街日报》报道法国彩票运营商 Française des Jeux 同意以近 27 亿美元收购这家在斯德哥尔摩上市的赌博公司后，其股价飙升。 FDJ 股价在巴黎交易中上涨超过 4%。
↗️Advanced Micro Devices、英特尔：这两家半导体巨头的股价在盘前上涨，有望延续上周开始的涨势，此前台积电预计今年的收入增长将更为强劲。 台积电在美国上市的股票交易大致持平。
↘️ 阿彻丹尼尔斯米德兰：该农业公司在调查其会计实践时，将其首席财务官行政休假。 ADM 股价盘前下跌超过 9%。
🔎 Zions Bancorporation 和联合航空：两家公司将在收市后发布季度业绩。