12月核心PP环比预测0.2%，前值0.0%，实际0.0%；
2023核心PPI同比预测1.9%，前值2.0%，实际1.8%；
2023超级核心ppi同比，前值2.4%，实际2.5%；
2023总体PPI同比预测1.3%，前值0.8，实际1.0%。
盘前数据：
油价继续上，纽交所期货报价上涨至75美金。
新闻汇总：
Bloomberg:
US inflation picks up
The Federal Reserve has more work to dobefore it can consider cutting rates after yesterday’s CPI data came in slightly hotter than expected. Federal Reserve Bank of Cleveland President Loretta Mester said it was premature to consider cutting interest rates as soon as the US central bank’s March meeting. Yesterday’s data showed inflation picked up in the year through December, with higher housing costs driving more than half the price gain and goodsprices halting their month-long decline. The consumer price index rose 3.4% from a year earlier, the most in three months, while prices excluding food and energy cooled only slightly less than forecast to 3.9%. Market reaction was somewhat limited but asingle block trade in the fed funds futures market, struck as the dust settled following the inflation reading, was the biggest ever seen of its kind.
Comment：昨天市场反应很奇怪，再等等，让子弹飞一会儿，美股隔天隔周补跌补涨的事情也不是一次两次了。
Red Sea conflict
The price of oil jumped as the US and itsallies launched airstrikes against Iranian-backed Houthi rebels in Yemen, stepping up retaliation for attacks on ships in the Red Sea. Global benchmark
Brent rose more than 3% to above $80 a barrel as investors tried to gauge the chance of the escalation in hostilities sparking a broader conflict in the Middle East. The Houthi attacks on commercial shipping have already disrupted flows of fuel and goods through the vital waterway, with concerns mounting that the drop in shipments could become even bigger. On the other hand, gold edged higher after the airstrikes boosted haven demand. They were by far the most wide-ranging military action undertaken by the US since Hamas’ Oct. 7 attack on Israel ignited its operation to clear militants in Gaza.
Comment：美国CPI，PPI还要上，2月份数据不会好看。判断归判断，跟信号。
Bitcoin bonanza
What a week it’s been for Bitcoin. OnThursday, the first US exchange-traded funds investing directly in the largest digital currency finally went live after a landmark approval from the SEC. The batch of almost a dozen funds got off to a strong start, with some $4.6 billion of shares changing hands in a frenetic first day. Records were broken as The Grayscale Bitcoin Trust saw the largest-ever first-day turnover for an ETF. Bitcoin at one point on Thursday surged past $49,000 to levels last seen in 2021
before falling back below $46,000 as of 10:30 GMT Friday. Even with regulators’ blessing, however, it’s up to firms whether to offer trading in the Bitcoin-linked products and some including Vanguard still seem reluctant to jump into a volatile asset class.
Comment：BTC走势将进入华尔街节奏，再不是几个GEEK和游资可以玩的了，游击队退散，正规军入场。坐等ETH ETF。
Big bank earnings
We’ll get a spate of fourth-quarterearnings reports from Wall Street behemoths today, including BlackRock, Bank of America, JPMorgan and Citigroup. Some big lenders have recently lamented the ongoing revenue slump due to sluggish dealmaking activity. Citigroup has already warned that fixed-income and equities trading revenue for the fourth quarter could drop as much as 20% from the third quarter. But, as Kristine notes below, the prospect of lower interest rates should offer some relief. Delta Airlines also reports.
Comment：不及预期，大幅下滑，这也是我没想到的，毕竟三季度的报表是很亮眼的。
Yahoo：
What we're watching
Earnings kicks off: Big banks will getfourth quarter earnings season underway in earnest Friday morning, with results from JPMorgan (JPM), Citigroup (C), Wells Fargo (WFC), and Bank of America
(BAC) all set for release. But it's not just banks in focus — BlackRock (BLK), Delta Air Lines (DAL), and UnitedHealth (UNH) are also slated to release their numbers.
Comment：财报季是比较难做的。
Pesky inflation: After data on consumerprices out Thursday showed inflation perked up to cap 2023, a reading from producers is set to show a similar dynamic with the monthly Producer Price
Index forecast to have risen 0.2% in December and 1.3% over last year. These readings would be up from no change and a 0.9% increase registered in November.
Comment：这可能只是个开始，油价上升，1月份的通胀估计还要上。
What stumble? After stocks began 2024 withtheir worst start to a year since 2016, they staged a post-inflation turnaround on Thursday that saw the Dow hit an intraday record and the Nasdaq extend its winning streak to five days.
Commnet：该跌了。