纽约联储的一项调查显示，美国求职者对找到工作的预期概率降至43.1%，为该系列数据自2013年开始 以来的最低水平，同时家庭预计短期通胀将略有上升；美国银行（BAC）数据表明经济放缓最严重的 阶段可能正在过去。 责任编辑：张俊 SF065 纽约联储的一项调查显示，美国求职者对找到工作的预期概率降至43.1%，为该系列数据自2013年开始 以来的最低水平，同时家庭预计短期通胀将略有上升；美国银行（BAC）数据表明经济放缓最严重的 阶段可能正在过去。 责任编辑：张俊 SF065 ...

The upcoming report from Bank of America (BAC) is expected to reveal quarterly earnings of $0.95 per share, indicating an increase of 15.9% compared to the year-ago period. Analysts forecast revenues of $27.32 billion, representing an increase of 7.8% year over year.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.7% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Ahead of a ...

The earnings season is now upon us, and Bank of America ( BAC ) is scheduled to report its full fiscal year results next week on the 14th of January. The stock is up by more than 23% over the past 12-month period, asVladimir Dimitrov, CFA is a former strategy consultant within the field of brand and intangible assets valuation. During his career in the City of London he has been working with some of the largest global brands within the technology, telecom and banking sectors. He graduated from the London Sc ...

"As we mark the first anniversary of the devastating fires, we also celebrate the incredible progress of the YMCA's efforts to rebuild its destroyed Via de la Paz site and a nearby campus," said Raul Anaya, Bank of America president for Greater Los Angeles. "The wildfires destroyed so much – thousands of homes, businesses and communities – but it never destroyed L.A.'s spirit. As a longtime supporter of the YMCA, we're proud to help bring this space back to life for so many residents, and encourage other do ...

1. 1月9日(周五)美股盘前，美国股指期货在12月非农就业数据公布后延续涨势。道琼斯指数期货涨 0.19%，标普500指数期货涨0.23%，纳斯达克100指数期货涨0.29%。 2. 截至发稿，欧洲股市主要指数齐 涨。欧洲斯托克50指数涨1.09%，英国富时100指数涨0.48%，法国CAC40指数涨0.83%，德国DAX30指 数涨0.42%。 3. 截至发稿，WTI原油涨0.87%，报58.26美元/桶。布伦特原油涨0.85%，报62.52美元/桶。 纽交所黄金涨0.44%，报4480.4美元/盎司。 ### 市场消息 1. 欧盟成员国投票通过欧盟-南方共同市场自 由贸易协定。 2. 美国银行将2026年钯金平均价格预测上调至1725美元/盎司。 3. 俄罗斯12月平均原油产 量为932.6万桶/日。 4. 美国商务部长称印度总理未与特朗普通电话导致印美贸易协议陷入停滞。 5. 特 朗普宣布取消对委内瑞拉第二波打击，石油巨头将对委投资至少1000亿美元。 ### 个股消息 1. Meta Platforms签署数千兆瓦级核能协议，为人工智能数据中心供电，将投资俄亥俄州与宾夕法尼亚州核电厂 支持AI发展。 ...

Investors are turning their focus to Bank of America‘s (NYSE:BAC) dividend as the lender heads into its upcoming earnings report. Before the opening bell on Wednesday, Jan. 14, analysts expect the bank to report fourth-quarter earnings of 96 cents per share. That’s up from 82 cents per share in the year-ago period. The consensus estimate for Bank of America's quarterly revenue is $27.62 billion (it reported $25.35 billion last year), according to Benzinga Pro. Currently, Bank of America has an annual divide ...

Core Viewpoint - The current U.S. labor market is characterized by "low hiring, low layoffs," indicating a new normal rather than a temporary fluctuation, with economic growth strong but employment data stagnating [2][5]. Group 1: Employment Market Analysis - The U.S. employment market is experiencing its weakest performance since 2011, with an average of only 17,000 new jobs added monthly over the past six months, the lowest since the global financial crisis [2]. - The private sector has seen a slightly better performance, averaging 44,000 new jobs monthly, but this is still at a decade-low level [2]. - The U6 unemployment rate has risen to 8.7%, and the number of job openings per unemployed person has dropped to 1.0, both reaching their lowest levels since 2017 [2]. Group 2: Economic Growth and Consumer Behavior - The U.S. GDP annualized growth rate reached 4.3% in the third quarter, driven by a surge in consumer spending and a $166 billion increase in corporate profits [6]. - However, real disposable income for households has stagnated, indicating that consumer spending is being maintained through savings depletion, borrowing, and cutbacks in spending [6]. Group 3: K-Shaped Recovery - The U.S. economy is entering a K-shaped growth phase, where affluent households benefit from stock market gains and property appreciation, while lower-income families face affordability pressures and stagnant real incomes [6]. - Companies are finding ways to grow without hiring more staff, focusing on productivity improvements rather than expanding their workforce [7]. Group 4: Long-term Labor Market Trends - Goldman Sachs warns of a "no job growth" scenario, where despite rising output, most industries, except healthcare, are experiencing stagnant or negative job growth [7][10]. - The impact of artificial intelligence on labor demand is expected to create long-term headwinds for job growth, as companies increasingly focus on reducing labor costs [7][10]. - The demographic shift, including declining birth rates and an aging population, is expected to limit labor supply contributions to economic growth [8].

Core Viewpoint - The transition of leadership at Berkshire Hathaway from Warren Buffett to Greg Abel marks a new era for the company, with Abel committed to maintaining Buffett's investment philosophy of concentrating capital in high-quality ideas [1][2]. Investment Portfolio Overview - Berkshire Hathaway's investment portfolio totals $317 billion, with a significant concentration in eight key stocks that represent 74% ($234.5 billion) of the portfolio [3]. Key Holdings - **Apple**: Represents 20.1% of invested assets; despite being the largest holding, it has seen a 74% reduction in shares over the last two years, indicating a shift in investment strategy [4][6]. - **American Express**: Accounts for 18.2% of invested assets; known for its dual role as a payment facilitator and lender, it has a strong position among affluent customers, making it resilient during economic downturns [7][9]. - **Bank of America**: Comprises 10.2% of invested assets; the position has been reduced by 45% over five quarters, reflecting concerns over interest rate sensitivity amid a rate-easing cycle [11][13]. - **Coca-Cola**: Holds 8.6% of invested assets; its long-standing presence in the portfolio since 1988 is supported by a strong dividend yield and global market presence [14][15]. - **Chevron**: Represents 6.3% of invested assets; its integrated business model allows for stable cash flow, and it has a robust capital-return program with projected buybacks of $10 billion to $20 billion annually through 2030 [16][18]. - **Moody's**: Accounts for 4.1% of invested assets; it has performed well due to its debt rating services and analytics, benefiting from low interest rates in recent years [20][21]. - **Occidental Petroleum**: Comprises 3.4% of invested assets; it has a unique focus on upstream operations and is working to reduce its net debt position [23][25]. - **Chubb**: Represents 3.1% of invested assets; it focuses on high-end property and casualty insurance, allowing for premium pricing power and attractive margins [27][29].

Bank of America (BofA) has upgraded Coinbase (COIN) to a "buy" rating, pointing to the exchange's growing ambitions beyond crypto trading and its increasingly diversified business model. In a research note published Thursday, BofA analyst Craig Siegenthaler highlighted Coinbase’s pivot toward becoming an “everything exchange” — a single app where users could one day trade stocks, buy crypto, make peer-to-peer payments and even wager on prediction markets. The company detailed some of these plans at a pr ...

Former Berkshire Hathaway (NYSE:BRK-B) CEO Warren Buffett recently handed his chief executive position over to Greg Abel. ...