公司股息表现 - 公司提供4.0%的强劲股息收益率 [1][2] - 年度股息为每股1.06美元 按季度支付 [4] - 最近除息日为2025年9月2日 [4] 社会责任投资评级 - 被Dividend Channel评为顶级社会责任股息股票 [2] - 主要资产管理公司认可其社会责任投资属性 [1][2] - 环境标准评估包括产品服务环境影响及能源资源使用效率 [1][2] - 社会标准评估涵盖人权 童工 企业多样性及武器赌博烟草酒精相关业务影响 [1][2] ETF持仓情况 - 被纳入iShares USA ESG Select ETF(SUSA) 持仓占比0.08% [3] - 该ETF持有公司股票价值3,909,262美元 [3] 行业分类与同业 - 公司属于银行与储蓄行业 [6] - 同业公司包括摩根大通(JPM)和美国银行(BAC) [6] 股息历史分析 - 股息历史记录被DividendRank报告强调为关键评估要素 [4] - 历史股息数据有助于判断当前股息支付的可持续性 [4]

股权变动 - 摩根大通于9月5日增持民生银行2365.616万股[1] - 增持均价为每股4.3092港元[1] - 增持总金额约为1.02亿港元[1] 持股情况 - 增持后最新持股数目约为5.14亿股[1] - 增持后最新持股比例为6.17%[1]

股权变动 - 摩根大通在美团-W的持股比例从6.00%降至5.94% [1] - 变动发生于9月5日 平均股价为102.9867港元 [1]

通胀预测失误与持续性 - 发达市场央行连续五年通胀预测失误 核心通胀率预计2025年达3% 连续第五年大幅超过2%的央行目标 [1] - 美联储自2021年以来一年期前瞻性核心通胀预测累计上调10个百分点 [1] - 各国央行过去五年平均低估核心通胀约1个百分点 实际通胀水平较目标超出1.5个百分点 [4] 主要央行表现差异 - 英国央行预测误差达1.8个百分点 实际通胀较目标平均超调幅度高达3个百分点 [8] - 美联储预测误差平均1.3个百分点 通胀超调幅度约2个百分点 [8] - 2025年美联储核心通胀预计较年初预期高出1个百分点 受关税冲击影响 [8] 市场预期与风险 - 5年期5年远期通胀互换显示长期通胀预期自疫情前仅温和上升 美国欧元区英国指标恢复至危机前水平 [10] - 英国长期市场预期下降约40个基点 美国家庭调查显示5年期通胀预期近期跳升 [13][14] - 1年期1年远期通胀互换在2021-2022年跳升后保持锚定 突出性指标动态方向尚不明确 [18] 政策环境与概率预测 - 货币政策独立性受政治威胁 特朗普试图解雇美联储理事并威胁撤换主席鲍威尔 [19] - 美国经济衰退概率为40% 粘性通胀概率达45% [3][19] - 需为利率更高更久环境做准备 非市场预期的快速宽松周期 [22] 历史参照与机制变化 - 全球金融危机后长期预期在五年后开始下破 2014-2015年期间下降近100个基点 [17] - 工资和价格同步上涨将加大重新锚定预期难度 类似1970年代教训 [22] - 通胀预期可能嵌入名义合约 包括工资合约 影响央行价格稳定承诺可信度 [22]

JPMorgan Chase CEO Jamie Dimon has expressed concerns about the U.S. economy, following a significant revision in the Labor Department’s job data.Slowing Economy, Low Consumer Confidence, Says DimonDimon, in a statement on Tuesday, pointed out that the U.S. economy is showing signs of “slowing down,” reported CNBC. This insight followed the Labor Department's revision of nonfarm payrolls data through March 2025, which reduced the job count by 911,000 compared to earlier estimates. The adjustment aligned wit ...

JPMorgan Chase CEO Jamie Dimon is cautious about the U.S. economic outlook, believing that the full effects of tariffs and other geopolitical headwinds have yet to fully unfold. ...

JPMorgan Chase & Co. (JPM) closed at $297.85 in the latest trading session, marking a +1.69% move from the prior day. This change outpaced the S&P 500's 0.27% gain on the day. Meanwhile, the Dow experienced a rise of 0.43%, and the technology-dominated Nasdaq saw an increase of 0.37%. Prior to today's trading, shares of the company had gained 1.16% lagged the Finance sector's gain of 2.38% and the S&P 500's gain of 1.85%.The investment community will be closely monitoring the performance of JPMorgan Chase & ...

JPMorgan CEO Jamie Dimon claimed on Tuesday the US economy “is weakening” after the Labor Department slashed nearly 1 million jobs from its initial employment estimates for the year ending March 2025.The head of the nation’s largest bank told CNBC that the “big revision” by the Bureau of Labor Statistics to lower its non-farm payrolls data by 911,000 pointed to stuttering US growth.“I think the economy is weakening,” Dimon said at an event to mark the opening of the banking giant’s new $3 billion Manhattan ...

JPMorgan Chase CEO Jamie Dimon sounded a warning on Tuesday (Sept. 9) after the latest labor market data showed the U.S. economy slowing.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.A revised report from the Lab ...

Key Takeaways Six major banks face pressure from senators to boost lending instead of dividends and buybacks.Letters to CEOs cite concern that shareholder rewards come at the cost of stability and growth.Recent dividend hikes and buyback plans by JPMorgan, Citigroup and others drew senators' criticism.Six of the largest banks, including JPMorgan (JPM) , Citigroup (C) , Wells Fargo (WFC) , Morgan Stanley (MS) , Bank of America and Goldman Sachs, have been instructed by U.S. Senators Elizabeth Warren and Bern ...