Quick Read SoFi Technologies (SOFI) posted Q4 2025 revenue of $1.025 billion with adjusted EPS of $0.13, beating consensus estimates, and guided for 2026 adjusted net revenue of $4.655 billion. JPMorgan Chase's (JPM) decision to mark down collateral values for loans tied to private credit funds triggered a panic that caught SoFi in its wake, even though the company's loan platform business operates differently and SoFi's own fundamentals remain strong. Follow 24/7 Wall St. on Google This post may contain li ...

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JPMorgan Chase & Co. is leading a push by Wall Street banks to offload risky loans for acquisitions. https://t.co/oCsFenI4sh ...

JPMorgan Chase & Co. (NYSE:JPM) is one of the Most Undervalued Long Term Stocks to Buy According to Analysts. On March 11, Financial Times reported that JPMorgan Chase & Co. (NYSE:JPM) is tightening lending to private credit funds by marking down the value of certain loans used as collateral. ​The tightening is mainly for software companies vulnerable to AI disruption. This precautionary move limits borrowing capacity without triggering margin calls and reflects broader caution amid private credit market ...

JPMorgan Chase & Co. plans to add hundreds of jobs in Boston after agreeing to become the anchor tenant in the city’s newest skyscraper https://t.co/qGuTyU1x4R ...

以下文章来源于华尔街见闻Max ，作者赵颖 高盛将过去两周的货币政策因子波动定性为自2000年以来第三大两周跌幅。瑞银外汇策略师Rohit Arora在3月16日的报告中直接指出，石油供应中断已导致近 期石油期货价格比央行的预期高出50%。 华尔街见闻姊妹号，直击全球市场风暴，助力投资者决策。 从中东局势升级到油价高企，全球利率市场在过去两周上演了一轮急促的"鹰派再定价"。 然而，据追风交易台，摩根大通、瑞银与高盛的最新策略报告不约而同指向同一结论：市场将"油价上涨等于央行加息"的线性逻辑定价得过于激进，而对油价 冲击的增长代价，反而低估了。 再定价的规模已有具体刻度：欧洲央行2026年政策利率预期被上调逾55个基点，联邦基金期货本月以来削减了约40个基点的降息预期，美欧两年期收益率各 上行约35至40个基点。亚洲市场的押注更为极端——当前利率曲线已计入未来两年韩国、印度各加息4次。 三家机构的核心反驳逻辑相近：这轮油价冲击的本质是"供给侧增长税"，而非2022年式的广谱通胀螺旋。摩根大通策略师Mislav Matejka直言，"由地缘升级推 动的油价飙升明显对增长不利，很难促使央行重回收紧流动性的轨道。"瑞 ...

Group 1 - Novartis AG raised $11 billion through the sale of investment-grade US dollar bonds to fund its acquisition of Avidity Biosciences Inc. [1] - The bond sale included seven tranches with maturities ranging from three to 30 years, and a five-year floating-rate note was dropped during syndication [1][2] - The longest bond maturing in 2056 will yield 0.9 percentage points over Treasuries, which is about 0.3 percentage points tighter than initial price talk [2] Group 2 - Proceeds from the bond sale will be used to repay a bridge loan for the $12 billion acquisition of Avidity, which was finalized last month [2][4] - The acquisition aligns with Novartis's strategy to focus on innovative drugs in key therapeutic areas such as heart, kidney, metabolic drugs, immunology, neuroscience, and oncology [4] - The Novartis bond deal was the largest among eight investment-grade bond offerings totaling approximately $26 billion on the same day [4] Group 3 - The bond offering is part of a broader trend of increased corporate borrowing in the investment-grade bond market, despite widening spreads due to economic concerns related to the Middle East conflict [3] - Other recent acquisition-related bond offerings include those from companies like Keurig Dr Pepper Inc., Baker Hughes Co., Eaton Corp Plc, and Abbott Laboratories [3] - Novartis Capital Corp. last accessed the dollar market in November, selling $6 billion of notes across seven tranches [5]

Core Insights - JPMorgan Chase has hired Yi Zhang from Goldman Sachs as co-head of China investment banking, aiming to strengthen its Asia banking business [1][2] - The hiring of Zhang is part of a broader strategy, with over a dozen investment banking hires made by JPMorgan in the past year due to increased demand for talent driven by a surge in IPOs in Hong Kong and M&A activity in Japan and Australia [2][4] Group 1: Company Moves - Yi Zhang will join JPMorgan in the summer and will work alongside Michelle Wang, the current co-head of China investment banking [1] - David Lau, the current co-head of China investment banking, will transition to a broader role as vice chair of investment banking for Asia Pacific, focusing on key clients and regulatory relationships in Hong Kong [3] Group 2: Industry Context - The hiring spree at JPMorgan reflects a competitive landscape among Wall Street banks, including Morgan Stanley and Citi, which are also making strategic hires to manage increasing deal flow [4] - The demand for investment banking talent is being fueled by a notable rise in initial public offerings and M&A activities in the Asia-Pacific region [2][4]

Current trade recommendations | Current outright trades | Entry Date | Entry | Current | P&L | Relevant Note | | --- | --- | --- | --- | --- | --- | | Long CNH vs EUR and USD | 12-Mar-2026 | 100.0 | 100.1 | +0.1% | Note | | GBI-EM Model Portfolio | Positions | Weight | | | | | CNY FX | MW | | | | | | CNY bonds | MW | | | | | J P M O R G A N Global Markets Strategy 13 March 2026 China Local Markets Weekly Re-engage with CNH longs on China's relative resilience; imported-inflation fears for CNY rates overdone ...

早盘提示 Morning session notice 更多精彩内容请关注格林大华期货官方微信 格林大华期货研究院 证监许可【2011】1288 号 2026 年 3 月 17 日 星期二 | 板块 | 品种 | 多（空） | | | --- | --- | --- | --- | | | | | 【重要资讯】 | | | | | 1、瑞银警告，若霍尔木兹海峡封锁持续至 4 月底，全球日供应缺口将达 1000 万桶， | | | | | 推升油价突破 150 美元，并使美国通胀逼近 5%。此类供给冲击将导致全球股市普遍 | | | | | 下挫，消费、金融板块首当其冲。 | | | | | 2、美股机构出现十年规模最大的单周抛售。高盛数据显示，标普 500 期货遭净卖 | | | | 出 | 362 亿美元，创逾十年纪录；同时，ETF 空头敞口飙升至三年来高点。市场处于 | | | | | 危险临界点：若两周内地缘局势未见转机，股市将面临崩盘式下挫。 | | | | | 3、《华尔街日报》报道，美国政府打算近日宣布组建所谓霍尔木兹海峡"护航联 | | | | | 盟"，一些国家同意为通行这一国际石油海运关键航 ...