පොළු සර්වොපරි සම්බන්ධතා

CNBC & Yahoo Finance:

• The Financial Times Stock Exchange 100 Index down 0.4% & US stocks up on 5 Jan after strong US non-farm payroll data.
• S&P 500 up 0.6%, Dow rose 0.3%, Nasdaq rose 0.7% post opening bell.
• US payroll gains 216,000, beating expectations of 171,000 increase in December.
• Unemployment flat at 3.7%, contrary to expected uptick to 3.8%.
• Government jobs (+52k), healthcare (+38k), leisure/hospitality (+40k) drive hiring boost.
• Construction (+17k), retail trade (+17k) also contribute to job growth.
• Fed funds futures react, lowering odds of March rate cut to 56%.

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ඕනෑම අර්ථ දැක්වීමක්

The Guardian, BNN Bloomberg සහ JP Morgan:

• පුරාට පරිබෝධී අධීක්ෂකයා හෝවර්ඩ් ඩේවීස්, BoEගේ පොළී අනුපිළිවෙල පහළ දැමීමේ ශීතක් කිරීමට වේලාවක් ලබා දීමට අවශ්‍ය බව අනතුරු ඇඟවුම් ලබා දෙයි. BoE පෙර දී සැසියේ ප්‍රතිදානයෙන් කලින් දැඩියට වියැකී තිබුණු බව.
• UK සමාගම් අවමංගල්‍යය 2023 අතර කිරීමට නැවත නැවත ලැබීමයි — 30,199 සමාගම් අවමංගල්‍ය ක්‍රියා කලාප වල යෙදී ඇති බව, Creditsafe නිසා වෙළඳපොළය 52% කින් වැඩි වේ.
• J.P. මෝර්ගන් පර්යාලන කොනස් තුළ 2024 සඳහා හිඳ මුල් අවස්ථාවක් භාවිතා කරයි, Q1 1.18 ක වෙල්ටි බව වනු ඇත, දෙසැම්බර් 1.26 දක්වා ඉහළ ගනිමින්. Economic resilience noted amid policy tightening concerns.

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Economic indicators

Business Insider:

• JPMorgan මාර්කෝ කොලනොවික්, 2024 සඳහා පොළු සැකැස්ම නොවෙනස්වී දීපානුදීම්මර් දායක බව අනතුරු ඇඟවයි.
• ආයෝජකයන්ට රහස් පරිවර්තනයේ අපහසුවක් බලාපොරොත්තු විය යුතු බව.
• පොළඹ සමග සමඟ නිශ්චිත වෙළඳ වර්ධන ආර්ථික ප්‍රජාත්වයේ වීයට. මාධ්‍ය ආධාර මඟින් සභාපතික බයීන්, බල්, අඩු VIX, පර්වාණා නැව් හා වඩා වැඩිී ආදර්ශය.
• Partial reversal of year-end rally due to stronger data and geopolitical risks.
• Stock investors urged to reassess risk appetite; low bond yields signal potential low growth.

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Japan economy

Business Times & Market Screener:

• මුල්පත කොරියාව හෝ ඌ රද්ද වෙනස්කරන්නා හෝ ලඟනවා.
• ජපන් බොන්ඩින් හෝ බොහෝමයක් යටි වල යනවා.
• ඔලි G‌ සතියෙන් 0,000 සතා බලාපොරොත්තුවකට කියවේ.
• BOJ වෙනත් පද්ධති නවීකරූ කරන ලදි යන මැලවෙක් හෝ පැහැදිලි මාවතේ පණිවිඩයක් පවා.
• ගොවන වාසීන්ට ප්‍රාදේශීය ශාඛා ආධාරයි, සහායයි, ආපසු සිල් කලිසමක් පැවැතුවේ නමේ මුලු කිරීමට නම් කිසිදු විශේෂිත ප්වානමින්.
• නිවාස පසු පතේ තුළ පහටන විකමන ලද පාදකි.
• BOJ ආෂ්‍රය කියවීමේ තල්ලුවක් ලබා ගැනීමට අනාගතදක පළ මෝහොතක් ඇත.
• අයවැය ප්‍රාදේශීය බංකුව විනිසුරුව ලියුම් කිරීමේදී නිපීටය ඇති என்பதை පණිවිඩවන සති මත අවස්ථා ද ලැබෙනු ඇත.

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Fed insights

Wall Street Journal:

• Top Fed official signals Bank Term Funding Program's likely wind-down in mid-March.
• Michael Barr, the Federal Reserve's vice chairman for banking supervision, suggests no extension for the emergency lending program.
• Bank Term Funding Program allowed banks to take Fed advances for up to a year by pledging various bonds as collateral.
• $114 billion credited to banks under the temporary program designed to counter fallout from Silicon Valley Bank's failure.
• Barr emphasizes the program's emergency nature, established to prevent a repeat of events like Silicon Valley Bank's crisis.
• The move aimed to help banks meet withdrawals without selling bonds at a loss, as witnessed in Silicon Valley Bank's case last March.
• Insights shared at an event sponsored by Women in Housing & Finance.

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Europe monetary policy

Nasdaq:

• European Central Bank policymaker Mario Centeno dismisses waiting until May to decide on monetary policy, citing no additional pressure on inflation.
• Nearly 150bp of ECB rate cuts priced in by year-end, according to market expectations.
• Francois Villeroy de Galhau advocates for 2024 rate cuts when inflation expectations solidly anchor at 2%, backed by effective and durable data.
• Mario Centeno sees annual inflation of 2.9% in the eurozone in December as "good news" but downplays concerns about second-round effects on wages.
• Dollar index rises ahead of Thursday's U.S. Consumer Price Index report and amid concerns over the euro zone's recessionary trend.
• EUR/USD falls 0.2% despite higher bund-Treasury yield spreads, highlighting challenges faced by the euro zone's manufacturers.

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Bitcoin ETFs

Reuters:

• එක්සත් ජනපද Securities and Exchange Commission greenlights 11 applications, including giants like BlackRock, Ark Investments/21Shares, Fidelity, Invesco, and VanEck, for U.S.-listed bitcoin Exchange Traded Funds.
• Game-changer for Bitcoin: Opens doors for institutional and retail investors, providing exposure without direct ownership.
• A significant boost for the crypto industry, overcoming recent challenges and scandals.
• Standard Chartered analysts predict ETFs could attract $50-100 billion in 2024, potentially propelling Bitcoin to $100,000.

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UK inflation

Yahoo:

• Governor Andrew Bailey prioritizes tackling inflation, keeps interest rate future undisclosed.
• Stresses UK's crucial return to the 2% inflation target.
• No comments on monetary policy outlook at Treasury select committee meeting.
• Deutsche Bank projects UK inflation hitting BoE's 2% target this spring, revised to 2.5% YoY in 2024.
• Money markets foresee five quarter-point interest rate cuts, dropping from 5.25% to 4%, post-October's 0.3% economic shrink.
• Traders bet on four 2024 interest rate cuts, adapting to economic challenges.

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Fed විවේචන

CNBC & Pew Research Center:

• එක්සත් ජනපද CPI increased by 0.3% in December, surpassing estimates.
• Year-on-year growth at 3.4%, beating expectations of 3.2%.
• Rising shelter costs driving the surge.
• Shelter costs up by 0.5% for the month, contributing over half to core CPI increase.
• Annual basis shows a 6.2% increase in shelter costs.
• Despite inflation spike, futures traders anticipate March rate cut. CME Group’s FedWatch indicates a 69% probability of Fed cutting rates in March.
• The major indexes ended the day mostly flat after the latest reading on inflation.

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Precious metals

Kitco:

• Weak U.S. ඩොලර් කර 2023 දෙසැම්බර්හී කලින් සුදුධාළ වේ මූල්‍ය සාධාරණ ඇමරිනිංගවය කියවේ.
• HSBC warns: Gold may not maintain this level in the new year.
• Market seen as overstretched; HSBC anticipates a decline due to:
• Higher prices impacting physical demand.
• Headwinds on jewellery and bullion sales.
• Real interest rates to rise; potential headwind for gold.
• HSBC notes historical sensitivity of gold to US real rates.
• Bedrock factors sustaining gold prices:
• Geopolitical and trade risks.
• Central bank demand.
• 75 nations with elections in 2024.
• "Gold faces headwinds, but bedrock factors may sustain historically high levels," says HSBC.

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වියාචනය:

The information contained in this blog is for educational purposes only and is not intended as financial or investment advice. It is considered accurate at the date of publication by the sources. Changes in circumstances after the time of publication may impact the accuracy of the information.

Past performance is not indicative of future results. Doing your own research before making any trading decisions is recommended.

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