她续称，当经济增长及利率重新成为主导因素时，该行倾向在欧元兑美元升至1.18至1.2以上时进行淡仓 操作。不过，澳元及新兴市场货币等对增长更敏感的币种，仍可能延续相对美元的强势。 智通财经APP获悉，摩根大通私人银行亚洲宏观策略主管唐雨旋称，近期走势亦进一步支持持有黄金， 以及在投资组合中合理配置非美元资产。新兴市场资产不论在当前环境，或在美元流向因素消退、回到 全球经济增长加速格局时，均具吸引力。该行的美元多元化策略框架建议，将投资组合约三成配置于具 备良好流动性及深度的非美元市场。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com 唐雨旋表示，近期美元走弱，并非源于增长或货币政策预期的转变。事实上，自年初以来，利差走势反 而偏向美元有利。目前所见情况，与去年四月相似，主要是资金流向及市场情绪推动美元抛售。该行认 为，此情况最终属暂时性，正如去年一样。随着今年美国经济逐步回暖，美元有望重新企稳。 ...

据了解，鲍威尔作为美联储主席的任期仅剩两次政策会议——分别于3月和4月召开——之后便将正式结束。若能顺利获得参议院确认，新任主席将于6 月会议时正式接任。 当地时间周三，美联储将隔夜贷款利率维持在3.5%至3.75%的区间不变。会后声明显示，经济活动一直"以稳健的步伐扩张"，同时政策制定者也指出， 失业率已出现一些企稳迹象。 DoubleLine资本公司首席执行官杰弗里.冈拉克周三表示，他预计美联储将在杰罗姆.鲍威尔剩余的主席任期内维持利率不变，同时他对经济前景持有更 加平衡的看法。 "我几乎敢肯定，在杰伊.鲍威尔任期内不会再有降息了，"冈拉克表示。"我认为他在刻意强调，通胀水平确实略高，但可能不像几个月前人们担心的那 么糟糕，而且失业率也不再以任何有意义的方式单独上行。" 冈拉克重申了他对国际敞口的偏好，称投资者应考虑将投资组合的30%至40%配置于未对冲的国际股票。他表示，此类头寸可能因当地货币对美元升值 而受益。 针对冈拉克关于"鲍威尔任内不再降息"的激进预测，主流投行如摩根大通和高盛在近期确实发表了不同维度的预测与观点，整体呈现出从"支持"到"延 后"的分化态势。 摩根大通的观点在很大程度上与冈拉克形 ...

JPMorgan Chase & Co and Bank of America Corp on Wednesday said in separate releases that the companies will match the US government’s $1,000 “Trump Account” contributions for eligible employees whose children were born between the beginning of last year and the end of 2028.The two firms join several other corporations in announcing such a measure, with companies such as Visa Inc, Chime Financial Inc and BlackRock Inc also pledging to match the government’s Trump Account contributions, according to a CNBC re ...

JPMorgan Chase & Co. (NYSE:JPM) is one of the 11 Most Profitable Cheap Stocks to Invest In Now. On January 22, Reuters reported that JPMorgan Chase & Co. (NYSE:JPM) has completed a deal to acquire WealthOS, a UK-based pensions technology platform. This information comes from an internal memo seen by Reuters. This transaction is expected to strengthen JPMorgan Chase & Co.’s (NYSE:JPM) presence in the pensions industry and position the company to benefit from the growing demand for retirement planning produ ...

JPMorgan Chase (JPM) and Bank of America (BAC) said Wednesday morning that they will match the US government’s $1,000 contribution to so-called Trump accounts for thousands of their US employees. Trump accounts are a government program included in the One Big Beautiful Bill Act that the President signed into law last year. The tax-advantaged investment accounts are available for American children born between January 2025 and the end of December 2028 and come with a one-time $1,000 contribution from the U ...

ToplineJPMorgan will match the government’s initial $1,000 deposit in Trump accounts for newborn children for eligible employees in the U.S., the bank said Wednesday—as Bank of America also told employees it would offer to match deposits, according to a memo.The banks follow similar pledges from other companies including BlackRock and BNY.AFP via Getty ImagesKey FactsIn a statement, JPMorgan chairman and CEO Jamie Dimon said the contributions would be part of their “long-term commitment” to their 190,000 em ...

As crypto’s coveted market structure bill stalls in the Senate, top Wall Street players met with the SEC Tuesday to discuss numerous concerns with the regulator’s permissive approach to digital assets. Representatives of JPMorgan, Citadel, and SIFMA, the powerful securities industry trade group, met with the SEC’s crypto task force yesterday to talk through the agency’s bold new approach to digital assets, according to agency records. Topics raised at the meeting included worries that the SEC’s imminent pl ...

New ETF Delivers Active International Equity Strategy for U.S. Investors NEW YORK, Jan. 28, 2026 /PRNewswire/ -- J.P. Morgan Asset Management today announced the launch of the JPMorgan International Dynamic ETF (JIDE) on the NYSE Arca. As U.S. investors increasingly look towards international diversification, JIDE is designed to provide access to the $2 trillion Foreign Large Blend category, investing in leading companies in developed markets outside North America in regions such as Australia, Israel, Japa ...

Core Viewpoint - JPMorgan Chase will match the U.S. government's one-time $1,000 contribution to new children's retirement savings accounts for eligible U.S. employees, reflecting a commitment to employee financial well-being [1][4]. Group 1: Program Details - The "Trump accounts" are part of a pilot program that deposits $1,000 from the U.S. Treasury into tax-advantaged accounts for eligible children born in the U.S. between January 1, 2025, and December 31, 2028 [2]. - The initiative aims to encourage long-term saving and investing from birth, with contributions from notable U.S. billionaires and celebrities [3]. Group 2: Company Commitment - CEO Jamie Dimon emphasized JPMorgan Chase's long-term commitment to the financial health and well-being of its employees and their families, particularly the 190,000 employees in the U.S. [4]. - By matching the government contribution, the company aims to facilitate early saving, wise investing, and financial planning for families [4].

Core Viewpoint - JPMorgan expects continued growth in net interest income (NII) for 2026, projecting it to reach approximately $103 billion, representing an increase of over 7% year over year, despite anticipated rate cuts and deposit margin compression [2][8]. NII Expectations - In 2025, JPMorgan reported a 3% increase in NII, driven by 11% loan growth and lower funding costs, despite the Federal Reserve's rate cuts [1]. - For 2026, JPMorgan anticipates NII, excluding Markets, to be around $95 billion, with Markets NII estimated at approximately $8 billion [3]. Competitive Landscape - Bank of America expects a 5-7% increase in NII for 2026, following a 7% rise in 2025, benefiting from a supportive rate environment and technology investments [7]. - Citigroup projects a 5-6% NII growth for 2026, after an 11% increase in 2025, supported by a steadier rate environment [7]. Strategic Developments - JPMorgan signed an agreement to become the new issuer of the Apple Card, which has about $20 billion in receivables, expected to strengthen its credit card operations [8]. - The bank plans to open 500 more branches by 2027, enhancing its competitive edge in relationship banking [16]. Fee Income Growth - Lower borrowing costs are expected to support corporate financing activity, boosting advisory and underwriting fees, with JPMorgan ranking 1 for global investment banking fees [13]. - Non-interest income streams are projected to improve due to increased client activity and deal flow as monetary policy eases [12]. Asset Management and Trading - JPMorgan's asset management business is expected to benefit from rising assets under management and higher fee revenues as markets rally [15]. - The bank's leading trading desk is positioned to gain from increased client hedging and speculative activity amid rate transitions [14]. Financial Health - As of December 31, 2025, JPMorgan had a total debt of $500 billion and cash and deposits of $343.3 billion, maintaining strong liquidity [18]. - The company has consistently rewarded shareholders, increasing its quarterly dividend by 7% to $1.50 per share and authorizing a $50 billion share repurchase program [19]. Earnings Estimates - Earnings estimates for JPMorgan for 2026 and 2027 have been revised upward, indicating bullish analyst sentiments, with expected year-over-year increases of 4.9% and 7.8%, respectively [28]. - Adjusted non-interest expenses are projected to rise over 9% from 2025, primarily due to growth-related spending and inflation-related costs [31][32]. Overall Outlook - JPMorgan is well-positioned for growth, supported by its robust capital markets business, strong NII growth expectations, and strategic branch openings [33].