摩根大通(JPM)
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Fed increasingly divided on rate cuts in 2026, plus Big Banks' lofty forecasts for the coming year
Youtube· 2025-12-18 06:30
Hello and welcome to Market Domination. I'm Josh Lipton live from our New York headquarters. There's just an hour to go until the closing bail and stocks falling here as investors weigh what the latest data and Fed speak mean for rate cuts. Let's welcome in now Jared Blickery joining us to break down the headlines. Jared, what are you seeing in the markets? >> Thank you, Josh. Seeing a bit of weakness in tech yet again. This would be three out of four days. But let's check out the Dow first. Down only about ...
Crypto Corner: Legislation Woes, Visa's Stablecoin Settlement & JPM's "Big Move"
Youtube· 2025-12-18 04:00
Bitcoin remains volatile after hitting record highs earlier in 2025. Will crypto markets shift towards tokenization and stable coin adoption. Hi everyone, I'm Jenny Horn and this is Crypto Corner here on Schwab Network.With Bitcoin rangebound in the high 80s and low 90s this week, we are going to focus on some of the stories that could impact the crypto industry moving forward. Joining us now to discuss some of the recent volatility is Adam Lynch, director at the Schwab Center for Financial Research. Adam, ...
2 Top Active JPMorgan ETFs Worth Buying and Holding for the New Year
Yahoo Finance· 2025-12-18 01:38
subman / iStock Unreleased via Getty Images Quick Read JPMorgan Active Value ETF holds a 24% weighting in financials and 16% in healthcare with individual positions capped at 3%. JPMorgan Tech Leaders ETF maintains all 62 holdings below 5% weighting to reduce single-stock concentration risk. If you’re thinking about retiring or know someone who is, there are three quick questions causing many Americans to realize they can retire earlier than expected. take 5 minutes to learn more here JPMorgan (N ...
Why Finance ETFs Could Keep Outperforming The Broader Market In 2026
Benzinga· 2025-12-18 01:20
America’s largest banks are on the way to close the year 2025 with historic stock prices, strengthening balance sheets and regulatory freedom, per a Yahoo! Finance report — and investors in banking ETFs are taking notice. • JPMorgan Chase stock is showing upward bias. Where is JPM stock headed?Bank stocks are performing well as compared to other stocks in the market.One major gauge that follows the largest lenders in the country is the KBW Bank Index (BKX), which is up 30% year to date, outperforming the S& ...
JPMorgan names Edward Byun global head of technology ECM, memo says
Reuters· 2025-12-18 01:02
JPMorgan named Edward Byun as its global head of technology equity capital markets, or ECM, based in San Francisco, according to a memo seen by Reuters on Wednesday. ...
Three holds and a cut? Europe's central banks are about to make their final calls of 2025
CNBC· 2025-12-17 22:10
In this articleJPMA projected illumination marking the 75th anniversary of the Schuman Declaration, on the Grossmarkthalle building at the European Central Bank headquarters in Frankfurt, Germany, on May 9, 2025.Alex Kraus/Bloomberg via Getty ImagesInvestors are gearing up for the last interest-rate decisions of 2025, with four of Europe's central banks announcing their monetary policies and macroeconomic outlooks on Thursday.The European Central Bank, Bank of England, Riksbank, and Norges Bank are all meet ...
摩根大通「逃离」美联储 3500 亿美元猛攻美债
金十数据· 2025-12-17 21:41
摩根大通自 2023 年以来,已从其美联储账户中撤出近 3500 亿美元现金,并将其大部分投入美国政府债券。此举是该银 行为抵御可能侵蚀其利润的降息威胁而采取的防御策略。 根据行业数据追踪机构 BankRegData 汇编的数据,截至今年第三季度,这家资产规模超过 4 万亿美元的银行,其在美联 储的余额已从 2023 年底的 4090 亿美元骤降至仅 630 亿美元。 同期,该银行将其持有的美国国债规模从 2310 亿美元增加至 4500 亿美元。这一操作使其得以提前锁定较高收益率,以 应对美联储降息。 这些资金转移反映了这家美国最大的银行如何为一段轻松盈利时期的结束做准备。在那段时期,银行将现金存放在美联 储即可获得报酬,同时却只需向其多数储户支付极低利息。 摩根大通将现金从美联储转移到美债 2022 年和 2023 年初,美联储将其基准联邦基金利率目标区间从接近零的水平迅速提升至 5% 以上。该央行随后于 2024 年末开始下调其目标区间,并已暗示将进一步降息。本月,美联储将利率降至三年来的最低水平。 「很明显,摩根大通正在将资金从美联储转移到国债上,」BankRegData 创始人比尔·莫兰德(Bill ...
Analysis-Gold forecast to glitter again next year despite biggest gain since 1979
Yahoo Finance· 2025-12-17 20:24
黄金价格表现与驱动因素 - 2025年黄金价格实现了自1979年石油危机以来的最大涨幅 过去两年内价格翻倍[1] - 现货黄金价格在2024年10月达到创纪录的每盎司4381美元 而在2024年3月之前从未突破3000美元[2] - 摩根大通、美国银行和咨询公司Metals Focus的分析师目前认为 金价将在2026年达到每盎司5000美元[1] 需求来源与市场参与者 - 需求主要来自各国央行和投资者 新参与者包括稳定币发行商Tether和公司财务部门[2] - 投资者持有的黄金占管理总资产的比例已从2022年前的1.5%上升至2.8%[6] - 分析师估计 要使金价保持平稳 每季度需要约350公吨的央行和投资需求 他们预测2026年这一购买量将平均达到每季度585公吨[5] 推动价格上涨的宏观与地缘政治因素 - 美国财政赤字、缩小美国经常账户赤字的努力以及弱势美元政策提供了上涨动力[2] - 对美联储独立性的担忧、关税争端以及包括乌克兰战争和俄罗斯与欧洲北约国家互动在内的地缘政治局势提供了进一步支撑[3] - 市场定位在去风险后变得更加清晰 为周期的延续创造了条件[5] 央行行为的关键作用 - 央行连续第五年将储备从美元计价资产多元化 这将在2026年为黄金提供基础 它们会在投资者头寸紧张、资金轮动和价格下跌时买入[4] - 央行需求的出现将价格支撑在远高于起点的水平[4] 机构价格预测 - 摩根士丹利预测到2026年中金价将达到每盎司4500美元[6] - 摩根大通预计2026年第二季度平均价格将高于4600美元 第四季度将超过5000美元[6] - Metals Focus预测到2026年底金价将达到5000美元[6]
摩根大通减持中国铁塔约401.97万股 每股作价约12.25港元
智通财经· 2025-12-17 20:08
香港联交所最新数据显示,12月12日,摩根大通减持中国铁塔(00788)401.9718万股,每股作价12.2516 港元,总金额约为4924.8万港元。减持后最新持股数目约为2.78亿股,持股比例为5.96%。 ...
摩根大通增持药明康德约87.21万股 每股作价约106.32港元
智通财经· 2025-12-17 19:27
香港联交所最新数据显示,12月11日,摩根大通增持药明康德(603259)(02359)87.2123万股,每股作 价106.3228港元,总金额约为9272.66万港元。增持后最新持股数目约为3141.66万股,持股比例为 6.15%。 ...