Analysts on Wall Street project that The Bank of New York Mellon Corporation (BK) will announce quarterly earnings of $1.96 per share in its forthcoming report, representing an increase of 14% year over year. Revenues are projected to reach $5.1 billion, increasing 5.2% from the same quarter last year.The current level reflects an upward revision of 1% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised thei ...

Group 1: Insurance Sector - The insurance sector continues to rise, with China Ping An (02318) up 5.17%, New China Life (01336) up 4.14%, China Life (02628) up 4.83%, and China Pacific Insurance (02601) up 3.29%. The National Financial Regulatory Administration reported that the insurance industry achieved a total premium income of 57,629 billion yuan, a year-on-year increase of 7.6% for the first 11 months of 2025 [1][2]. Group 2: Hydrogen Energy - Guofu Hydrogen Energy (02582) saw a rise of over 7.2% after announcing the delivery of a total of 424 sets of vehicle-mounted high-pressure hydrogen supply systems to clients, which will be used in fuel cell buses in Guangzhou [1]. Group 3: Coal Sector - Coal stocks collectively rose, with China Coal Energy (01898) up 4.33%, Yanzhou Coal Mining (01171) up 3.18%, and China Shenhua Energy (01088) up 2.31%. Since late November, port thermal coal prices have been on a downward trend, dropping from a high of 834 yuan/ton to a low of 670 yuan/ton, before rebounding on December 31, increasing by 8 yuan/ton to 678 yuan/ton [1]. Group 4: Solar Energy and AI - Junda Co., Ltd. (02865) increased by over 6.1% following a report from Guotai Junan that Elon Musk proposed a plan to deploy 100GW of solar AI satellites annually, driving demand for space photovoltaic technology [1]. Group 5: Lithium Mining - Lithium stocks were active, with Ganfeng Lithium (01772) up 4.22% and Tianqi Lithium (09696) up 2.85%. After breaking through the 130,000 yuan/ton mark, lithium carbonate futures surged over 8%, reaching a high of 137,760 yuan/ton [2]. Group 6: Real Estate Sector - Domestic real estate stocks continued to rise, with Beike-W (02423) up 3.44%, Longfor Group (00960) up 5.24%, China Jinmao (00817) up 5.34%, and China Resources Land (01109) up 3.64%. An article published in "Qiushi" magazine emphasized the need to improve and stabilize expectations in the real estate market [2]. Group 7: Baby Products - Different Group (06090) rebounded by over 34.99%. According to a report from China Merchants Securities, the company is positioned as a mid-to-high-end baby products brand with strong product development and channel expansion capabilities, targeting middle-class and high-net-worth consumers [3]. Group 8: Mining Sector - Zijin Mining (02899) rose nearly 6%, reaching a historical high. The company recently announced an annual profit forecast of 51 to 52 billion yuan, an increase of approximately 18.9 to 19.9 billion yuan compared to the previous year's profit of 32.051 billion yuan, representing a year-on-year growth of about 59% to 62% [3]. Group 9: U.S. Stock Market - The Dow Jones Industrial Average broke through 49,000 points, rising 1.3%, with major U.S. bank stocks reaching historical highs. Goldman Sachs (GS.US) rose 3.73%, JPMorgan Chase (JPM.US) rose 2.63%, and Morgan Stanley (MS.US) rose 2.55%. The U.S. ISM reported that the manufacturing PMI fell to 47.9 in December, below the expected 48.4 [4]. Group 10: Precious Metals - U.S. precious metal stocks collectively strengthened, with Hecla Mining (HL.US) up 4.56% and Barrick Gold (B.US) up 3.77%. Spot gold surged 2.5%, reclaiming the $4,400 mark, while spot silver rose 5%, surpassing $76 [4]. Group 11: AI and Technology - Datavault AI (DVLT.US) surged 42.57%, with a cumulative increase of 180% over three trading days after signing a procurement agreement with AP Global Holdings LLC for infrastructure and cybersecurity services [5]. Group 12: Bitcoin and Related Stocks - Bitcoin briefly reached the $93,000 mark, with related stocks rising, including Strategy (MSTR.US) up 4.81% and Coinbase (COIN.US) up 7.77% [6]. Group 13: Oil Sector - Oil stocks saw significant pre-market gains, with Chevron (CVX.US) up 5.1% and ConocoPhillips (COP.US) up 2.59%. Reports indicated that the U.S. had captured Venezuelan President Maduro through military action, leading to a strong performance in oil and gas services [7].

智通财经APP获悉，周一，道指首次突破49000点现涨1.3%，美国大型银行股走高，股价齐创历史新 高，高盛(GS.US)涨近5%，摩根大通(JPM.US)、摩根士丹利(MS.US)、纽约梅隆银行(BK.US)涨超3%， 富国银行(WFC.US)、美国银行(BAC.US)涨超2%。消息面上，美国供应管理协会(ISM)公布，2025年12 月美国制造业采购经理人指数(PMI)降至47.9，低于11月的48.2，创下自2024年10月以来新低，也显著不 及媒体调查中经济学家给出的48.4预期。 尽管制造业持续萎缩，ISM指出，PMI仍高于42.3这一长期来看与整体经济扩张相一致的水平。宏观层 面，美国经济在第三季度以年化4.3%的速度高于趋势水平增长。虽然创纪录时长的政府停摆预计对第 四季度经济活动造成拖累，多数经济学家仍预计，随着减税政策效应释放以及人工智能投资持续升温， 美国经济有望在2026年重新加速。 ...

Core Viewpoint - U.S. financial markets are experiencing a pause for the New Year's Day holiday, with trading set to resume on January 2nd, 2026. Despite a recent pullback, 2025 was a strong year for major stock indexes, which posted significant gains. Market Performance - On December 31st, 2025, major U.S. stock indexes closed lower, continuing a four-session losing streak. The Dow Jones Industrial Average fell 0.6% to 48,063.29, the S&P 500 declined 0.7% to 6,845.50, and the Nasdaq Composite dropped 0.8% to 23,241.99. Trading volume was light as many institutional investors had closed their books for the year [2][3]. - Sector performance was predominantly negative, with technology stocks being a major drag. The Energy Select Sector SPDR rose 0.8%, while the Information Technology Select Sector SPDR, Financials Select Sector SPDR, and Industrials Select Sector SPDR all declined by 0.3% [4]. Notable Stock Movements - Ares Management Corporation saw a share decline of 3.4%. Micron Technology and Western Digital experienced drops of 2.5% and 2.2%, respectively. Corcept Therapeutics shares plunged significantly after the FDA did not approve its treatment. Conversely, Nike shares rose 4.1% following the CEO's purchase of approximately $1 million in company stock [5]. Year-End Market Drivers - The strong performance in 2025 was largely driven by optimism surrounding artificial intelligence, with companies like Micron Technology, Palantir, Advanced Micro Devices, Alphabet, and Nvidia being significant contributors. The S&P 500 finished 2025 up approximately 16.4%, the Nasdaq Composite surged around 20.4%, and the Dow Jones Industrial Average added roughly 13% [6]. Upcoming Economic Data - Key economic data releases are scheduled for early January, including Initial Claims data and Construction PDF on January 2nd, ISM Manufacturing index on January 5th, and various employment reports on January 7th. Important inflation indicators like the Consumer Price Index and Producer Price Index will be released on January 13th and 14th, respectively [8]. Federal Reserve Meeting - The U.S. Federal Reserve's Federal Open Market Committee meeting is set for January 28th, where market participants will seek guidance on monetary policy for 2026, particularly regarding inflation and potential interest rate adjustments [9]. Upcoming Earnings Releases - The earnings season for Q4 2025 will begin to gain momentum later in January, with notable companies like BHP Group, JPMorgan Chase, and Bank of America expected to report. These earnings will provide critical insights into corporate performance and outlooks for the new year [10].

Banks were a popular long play heading into 2025. Deregulation and broader Wall Street animal spirits were thought to be bullish catalysts during Trump 2.0. Alas, tariffs took center stage from January through April. Still, it has been a solid year for both M&A andFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient ...

Group 1 - The banking sector was viewed as a favorable long-term investment leading into 2025, driven by expectations of deregulation and positive market sentiment during the anticipated Trump administration [1] - Despite the initial optimism, tariffs became a significant focus from January to April, impacting market dynamics [1] - The year has still shown strong activity in mergers and acquisitions (M&A), indicating resilience in the financial sector [1]

Market Overview - The S&P 500 Index is projected to achieve another year of double-digit gains, following a 23.3% increase in 2024 and 24.2% in 2023, with a 17.7% gain as of December 29, 2025 [1] - Various factors such as post-election optimism, tariff shocks, persistent inflation, and a weakening job market have influenced market dynamics, but the Federal Reserve's rate cuts and easing trade tensions have positioned Wall Street favorably for 2026 [2] Financial Sector Performance - The Financial Services sector has appreciated 14.5% in 2025, with the S&P 500 Banks Industry Group Index gaining 31.6% due to favorable interest rates and improved market conditions [2][8] - Major banks like Citigroup, BNY Mellon, and Northern Trust have seen their stock prices rise over 35% as a result of improved fundamentals and cost control measures [3][8] Catalysts for Bank Stocks in 2026 - Favorable interest rates, increasing credit demand, and robust capital market activities are expected to contribute to a strong year for banks in 2026 [5] - The Federal Reserve has cut interest rates three times in 2025, currently ranging from 3.50% to 3.75%, with indications of a potential further cut in 2026, which is anticipated to boost loan demand [6] Interest Margin and Income - A risk-on market sentiment could lead to rising long-term bond yields and declining short-term yields, positively impacting banks' net interest margins (NIM) [7] - The combination of rising loan demand and regulatory changes is expected to enhance net interest income (NII) for banks [7] Mergers and Acquisitions Outlook - The capital markets are expected to strengthen, with a rebound in mergers and acquisitions (M&As) anticipated in 2026, focusing on de-conglomeration and buy-and-build strategies [9] - Banks with advisory services are likely to benefit from increased fee income as financing conditions improve [9] Individual Bank Performance - Citigroup has shown significant improvement in its business transformation, with a projected revenue exceeding $84 billion in 2025 and a year-over-year NII growth of 5.5% [10][11] - BNY Mellon, as a leading global custodian, is expected to see a 12% year-over-year increase in NII, supported by lower interest rates and stable funding costs [16][17] - Northern Trust is focusing on organic growth and expects to see a rebound in loan activity, with a projected ROE of 14.8% in Q3 2025, indicating progress towards profitability [21][24][25]

The Depository Trust & Clearing Corporation (DTCC), the market infrastructure for the financial services industry, and BNY (NYSE: BK), a global financial services company, announced that DTCC’s Fixed Income Clearing Corporation (FICC) subsidiary has launched its Collateral-in-Lieu (CIL) service under its Sponsored General Collateral (GC) offering via BNY’s Global Collateral Platform, with BNY Securities Finance and Federated Hermes, Inc. (NYSE: FHI) executing the first repo trade on the new solution.The CIL ...

The Bank of New York Mellon Corporation (NYSE:BK) is one of the one of the stocks Jim Cramer was bullish on due to share buyback activity. Cramer said, “we think the world of” the company’s CEO, as he commented: “Fourth is a bank that I’ve come to like very much over the past couple years, and that’s BNY, the old Bank of New York Mellon. BNY shrunk its share count by 36.2% since the end of 2015, even if the stock wasn’t a real outperformer until more recently. Under CEO Robin Vince, we think the world of ...

Core Insights - The article highlights seven bank stocks to watch, including JPMorgan Chase & Co., Bank of America, Citigroup, Wells Fargo & Company, Charles Schwab, U.S. Bancorp, and Bank of New York Mellon, which have shown the highest dollar trading volume recently [2] Group 1: Company Overviews - JPMorgan Chase & Co. is a financial holding company providing investment banking, consumer and small business financial services, commercial banking, financial transaction processing, and asset management, operating through segments like Consumer and Community Banking, Commercial and Investment Bank, Asset and Wealth Management, and Corporate [3] - Bank of America Corporation offers banking and financial products for individual consumers, small and middle-market businesses, institutional investors, large corporations, and governments, operating in segments such as Consumer Banking, Global Wealth & Investment Management, Global Banking, and Global Markets [4] - Citigroup Inc. is a diversified financial service holding company providing various financial products and services globally, operating through segments including Services, Markets, Banking, U.S. Personal Banking, and Wealth [5] - Wells Fargo & Company is a diversified financial services company offering banking, insurance, investments, mortgage, and finance products, operating through segments like Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth and Investment Management [6] - Charles Schwab Corporation operates as a savings and loan holding company providing wealth management, securities brokerage, banking, asset management, custody, and financial advisory services, with segments including Investor Services and Advisor Services [7] - U.S. Bancorp provides various financial services to individuals, businesses, and governmental entities, operating through segments such as Wealth, Corporate, Commercial and Institutional Banking, Consumer and Business Banking, Payment Services, and Treasury and Corporate Support [8] - Bank of New York Mellon Corporation offers a range of financial products and services, operating through segments like Securities Services, Market and Wealth Services, and Investment and Wealth Management [9]