January's in the books. Joining me is Kenny Pulcari, partner and chief market strategist of Slatestone Wealth with five names to add to your February playbook. Kenny, great to have you here.>> Well, thank you for having me back. I love coming home to the New York Stock Exchange. >> Well, it's great to have you. And you have five names that we need to add.They're a mix of growth and value. So, all Dow components >> across a range of sectors, right. Talk about diversification.So, it's all good. >> And uh all ...

来源：图虫 没有一点点防备。 今天，COMEX白银跌幅一度超过16%，伦敦银现一度跌超18%，并且还在加速下跌中。 刚才看着分时图，所有人应该都被吓倒了，速度之快、幅度之大、抛盘之猛，都是前所未见。 场面极度血腥。 这不是基本面的崩塌，而是情绪与杠杆的雪崩。 大家都想跑，但门被焊死了。 01、集体叛变，趁火打劫 罪魁祸首是获利盘的集体叛变。 白银的炒作格局，本身就极其脆弱——资金进来的快，出去的更快，尤其是加了杠杆的投机资金，一旦市场出现风吹草动，就会疯狂出逃，引发踩踏。 具体可以分为三个层面： 第一，带头跑路的"聪明钱"。 机构不是慈善家，他们在110美元以上的高位看着手里巨额的浮盈，心里想的只有四个字：落袋为安。 他们不会发邮件通知你，只会悄悄地卖，直到把价格砸出一个缺口。 早从1月23日银价突破100美元开始，摩根大通、高盛就开始悄悄减持净多头持仓。截至今日，两大巨头的净多头持仓占比已从35%降至22%，累计减持3.2万 手。 而这期间，散户还在疯狂追高，Robinhood平台白银散户持仓量增长30%。 根据CFTC实时持仓数据，今日早盘，摩根大通、高盛等华尔街巨头率先减持白银非商业净多头持仓，其中摩根 ...

Katie Britt's spouse conducted a sale transaction of JPMorgan Chase & Co. (NYSE:JPM) shares valued between $1,001 and $15,000.JPMorgan Chase has delivered a total return of 156% over the past five years, with a current price-to-book (P/B) ratio of 2.4.The bank projects its net interest income (NII) for 2026 to reach approximately $103 billion, a 7% increase from the previous year.On January 28, 2026, Katie Britt, representing Alabama, was involved in a sale transaction of JPMorgan Chase & Co. (NYSE:JPM) sha ...

摩根大通现在预计新西兰联储将从9月份开始上调官方现金利率，并预计到2027年年中将加息100个基 点。此前预计首次加息时间为2027年第一季度。摩根大通表示，预计到2026年底官方现金利率从2.25% 升至2.75%，到2027年年中升至3.25%。 ...

Welcome to ETF Edge, your go-to place for all things exchange traded funds. I'm your host, Dominic Chu. Geopolitical tensions, domestic headlines, currency flows, and the Fed have reignited that whole US versus international investing debate.So joining me now are John Mayer, the chief ETF strategist over at JP Morgan, alongside Tim Seymour, the chief investment officer at Seymour Asset Management. He's also a CNBC contributor. Uh gentlemen, thank you both for being here with us today for ETF Edge.Uh perhaps ...

Welcome back to the halftime report. I'm Dominic Chu with your ETF edge. While some have called recent outperformance of international markets just a catch-up trade, there's a case for more fundamental investing changes a foot.Joining me now is John Mayer, the chief ETF strategist over at JP Morgan. So, John, let's talk a little bit about what is driving that international outperformance. Is it just dollar weakness or can we count on more momentum.>> Uh, thanks for having me. Um I think that international m ...

Despite the US Dollar Index falling more than 10% over the past year, Bitcoin price has failed to show strength, leaving investors confused. On the other hand, a weakening dollar is pushing precious metals like gold and silver to fresh highs. JPMorgan strategists explain the reason why BTC is failing to catch up despite the USD weakness. Why Bitcoin Price Underperformed Despite US Dollar Index Drop Historically, BTC price usually moves in the opposite direction to the USD. Explaining the linearity betw ...

1月29日，挪威央行投资管理（Norges Bank Investment Management）正式发布 2025 年年度投资报告。 数据显示，全球最大主权财富基金之一的挪威政府全球养老基金（Government Pension Fund Global，GPFG）在2025年实现15.1%的整体回报率，基金规模 于2025年12月31日达到21.268万亿挪威克朗（约合15.47万亿人民币）。 从基金规模变动细节来看，2025年基金会计收益达2.362万亿克朗（约1.72万亿人民币），但受挪威克朗对多国主要货币升值影响，汇率因素导致基金价值 缩水。同时，扣除管理费用后的资金净流入为319亿克朗，多重因素共同作用下，基金全年规模净增1.526万亿克朗。 从资产类别表现来看，权益类投资成为基金收益的核心驱动力。2025年，基金股票投资回报率高达19.3%，显著跑赢其他资产类别。其中，科技、金融及 基础材料板块表现尤为突出，贡献了权益投资的主要收益。挪威央行投资管理首席执行官尼古拉・丹根（Nicolai Tangen）在声明中强调："2025年基金交 出了极具说服力的成绩单，科技、金融与基础材料领域的优质股票持续 ...

Core Insights - JPMorgan and Morgan Stanley are the leading financial advisers in the global retail M&A sector for 2025, with JPMorgan leading in deal value and Morgan Stanley in deal count [1][2] Deal Value Summary - JPMorgan advised on retail M&A transactions worth $44.5 billion in 2025, ranking first in total deal value [1] - Morgan Stanley followed in second place with $37.9 billion in advised retail deals, benefiting from several significant transactions [2] - Goldman Sachs ranked third with $33.2 billion, Citi fourth with $29.2 billion, and UBS fifth with $28.4 billion [3] Deal Count Summary - Morgan Stanley recorded the highest number of mandates in the retail sector, working on 11 announced deals [1] - UBS also completed 11 transactions, sharing the upper ranks with Morgan Stanley [3] - Rothschild & Co advised on 11 deals, while JPMorgan and Goldman Sachs each worked on nine deals in the retail segment [3]

The price of gold has been on an unprecedented upward trajectory, with a JPMorgan analyst predicting that it could reach $8,500.Gold Could Breach $8,000 On Allocation ShiftJPMorgan’s global market strategist, Nikolaos Panigirtzoglou, has suggested that the price of gold could surge to the range of $8,000-$8,500 if private investor allocations to the precious metal increase to 4.6% from the current 3% of their portfolios, as reported by MarketWatch on Thursday.Panigirtzoglou’s assessment is based on the noti ...