We start off with today's big reversal in JP Morgan shares plunging into the red midday after the company's consumer banking chief told investors that 2026 expenses will rise to $ 105 billion. That's more than 10% higher than this year, more than what analysts were forecasting. Those comments at the Goldman Sachs Financial Services Conference pulling down other bank names like Bank of America, Wells Fargo, and City.Our Leslie Picker is here on set with more on this. It was a big decline for those comments. ...

Um, so that scrutiny in terms of ROI on that span, same thing as what's going on in the mag 7, but in terms of the 5% decline practically in JP Morgan, I don't know if you thought that was surprising at all. >> I'm I'm surprised, but I I'm it's an opportunity. I mean, it it the question is really more the surprise as to why one bank responded differently than peers um and less high quality peers.Um, but you know, to me, as an investor and someone who said, I'm sure yesterday on this show, how excited I was ...

尽管市场普遍预计美联储将在周三降息，但投资者更担心的是会后声明和未来指引是否会偏向鹰派。市场整体处于一种等待和观望状态，股债价格均窄幅 波动。 截至当地时间12月9日，美股三大指数收盘涨跌不一，道指跌0.37%，纳指涨0.13%，标普500指数跌0.09%。 谷歌、博通、特斯拉涨超1%，Meta跌超1%。贵金属、加密货币板块涨幅居前，泛美白银涨超11%，Hut 8、金田涨超4%，Strategy涨超2%。生物技术、减 肥药、多元化银行板块走低，硕迪生物、摩根大通跌超4%，安进跌超2%，礼来、辉瑞跌超1%。 摩根大通明年成本支出超预期，警告当前的消费者环境"略显脆弱"。 纳斯达克中国金龙指数收跌1.37%，热门中概股多数下跌，百度跌超4%，小鹏汽车、理想汽车跌超3%，哔哩哔哩跌超2%，蔚来、阿里巴巴跌超1%。 WTI原油期货收跌1.07%，报58.25美元/桶。布伦特原油期货收跌0.88%，报61.94美元/桶。 EIA短期能源展望报告预计2025年布伦特原油价格为68.91美元/桶，此前预计为68.76美元/桶；预计2026年为55.08美元/桶，此前预计为54.92美元/桶。预计 2025年WTI原油价格为 ...

One of the execs considered a possible successor to Jamie Dimon as JPMorgan’s CEO warned Tuesday that the bank expects to spend a higher-than-expected $105 billion next year, sending shares lower.Marianne Lake, the US financial giant’s head of consumer and community banking, told a major banking conference in the Big Apple that “volume and growth-related expenses” were the biggest drivers of the higher costs.Marianne Lake, the head of JPMorgan’s consumer banking arm, warned that the bank would spend more th ...

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Group 1 - The blue-chip index experienced a decline of 0.4%, primarily influenced by the performance of JPMorgan Chase shares [1] - The S&P 500 index decreased by 0.1%, indicating a slight downturn in the broader market [1] - In contrast, the Nasdaq index saw a marginal increase of 0.1%, suggesting some resilience in technology stocks [1]

U.S. banks including JPMorgan Chase and Wells Fargo said artificial intelligence will boost productivity at their companies and likely cause job losses. ...

Market Overview - Major stock indices are experiencing little movement, with the Dow down 0.2%, while the S&P 500 and Nasdaq are slightly higher. The Russell 2000 is near all-time highs [2] - Bitcoin has seen a significant increase, up over 4% and hovering around $94,000 per token [2] - Strategists are cautious about chasing rallies due to expectations of a hawkish cut from the Fed, with a potential 25 basis point cut but indications of a pause in January [3] Precious Metals - Silver futures have reached an all-time high of over $61 per ounce, marking a 100% increase year-to-date [5] - Gold is also performing well, up approximately 60% year-to-date, with Wall Street expecting further gains next year, forecasting $4,500 by mid-2026 and a bull case of $5,000 [5] Federal Reserve Insights - The Fed is expected to cut rates by 25 basis points, but there may be dissent among members regarding the pace of future cuts, with predictions of 2 to 5 dissents [21][22] - The Fed's decision is influenced by the current job market and inflation concerns, with some members advocating for a more cautious approach [22][24] Investment Strategies - In a late-cycle environment, sectors such as big tech, telecom, and industrials are expected to continue leading, while defensive sectors like staples and healthcare may gain traction if a meaningful inflection point occurs [18] - Utilities are noted for their dual role in both offensive and defensive strategies, particularly due to their performance in the AI transformation theme [20] Corporate Developments - Warner Brothers Discovery is involved in a significant bidding war, with Paramount Sky Dance making a hostile takeover bid of $108 billion against Netflix's $87 billion offer [30] - Analysts suggest that Paramount's all-cash offer may be more appealing and could face fewer regulatory hurdles compared to Netflix's bid [32][39] Housing Market Dynamics - Home Depot's preliminary outlook for 2026 anticipates flat to 2% sales growth, contingent on improvements in the housing market [100] - Elevated mortgage rates are stifling housing turnover, with 80% of outstanding mortgages below the current 30-year fixed rate of approximately 6.3% [104][105]

本文源自：金融界AI电报 摩根大通股价下跌4.7%，创4月以来最大单日跌幅。 ...

每经AI快讯，12月10日，美股三大指数收盘涨跌不一，道指跌0.37%，纳指涨0.13%，标普500指数跌 0.09%。特斯拉、谷歌涨超1%，摩根大通跌4.65%。 ...