Financial Markets And Banking - Wall Street will be closed on January 19 for Martin Luther King Jr. Day, with both the New York Stock Exchange (NYSE) and Nasdaq suspending trading, resuming normal hours on January 20 [2] - The Federal Reserve will also be closed, leading to the closure of most commercial banks, including major institutions like JPMorgan Chase & Co., Bank of America Corp., and Wells Fargo & Co., although ATMs and mobile banking will remain operational [3] Mail Delivery And Government Offices - The United States Postal Service (USPS) will suspend regular mail deliveries and close retail post office locations nationwide on January 19, while private couriers like UPS will not provide pickup or delivery service [4] - Non-essential federal, state, and local government offices, including the DMV and public courts, will be closed, and most public schools will dismiss classes for the day [5] Retail And Grocery Stores - Major retailers such as Walmart Inc., Target Corp., and Costco Wholesale Corp. are expected to remain open, although hours may vary by location [6] - Grocery chains like Publix and Whole Foods are likely to maintain standard operating hours, with customers advised to confirm specific times with local branches [7] Market Performance - On the last trading day before the holiday, the SPDR S&P 500 ETF Trust closed down 0.084% at $691.66, while the Invesco QQQ Trust ETF declined 0.12% to $621.06 [8] - Year-to-date performance shows the Nasdaq 100 index has advanced by 1.28%, while the S&P 500 and Dow Jones indices have risen by 1.19% and 2.02%, respectively [8]

Core Viewpoint - Investors are optimistic about the upcoming corporate earnings season, hoping strong results will counteract rising political and macroeconomic uncertainties [8]. Group 1: Corporate Earnings - Major companies such as Netflix, Johnson & Johnson, and Intel are scheduled to report earnings this week, following early results from banks and financial institutions [8]. - Earnings for S&P 500 companies are projected to grow by more than 15% in 2026, indicating positive expectations for corporate performance [8]. Group 2: Market Performance - Major U.S. equity indexes have extended gains into the new year, although they experienced a slight decline this week, with the S&P 500 remaining close to record highs [2][8]. - The banking sector faced pressure last week, with shares of major lenders like JPMorgan and Wells Fargo falling despite strong performance in 2024 [8]. Group 3: Geopolitical and Economic Context - Geopolitical tensions, particularly related to Trump's actions and rhetoric regarding Iran, have kept markets on edge, influencing investor sentiment [5][8]. - Demand for traditional safe havens such as gold has increased due to uncertainty, while certain equity segments, including energy stocks, have seen heightened volatility [6][8]. Group 4: Federal Reserve and Policy Concerns - Questions surrounding Federal Reserve independence are prominent, especially with reports of a criminal investigation involving Fed Chair Jerome Powell [7][9]. - Trump's proposal to cap credit card interest rates at 10% and his actions regarding Wall Street firms have added to the uncertainty in the financial sector [8].

| 股份代號: | 03690 | | --- | --- | | 上市法國名稱: | 美國 - W | | 日期 (日 / 月 / 年): | 19/12/2025 - 19/01/2 | | REAL PRODUCTION | 大股東/董事/最高行政人員名 作出披露的 買入 / 要出或涉及的 每般的平均價 | | | | | 持有權益的股份數目 佔已發行的 有關事件的日期 相 | | --- | --- | --- | --- | --- | --- | --- | | | 日前的出 | | | (語参閱 上犹* 記 | | 有投票權版(日/月/年) | | | | | | | | GEF | | CS20260115E00512 | JPMorgan Chase & Co. | 1001(L) | 7.466,850(I | HKD 104.3969 | 277,641,328(L) | 5.01(L)12/01/2026 | | | | 1403(S) | 9,197,389(S) | | 107.087.874(S) | 1.93(S) | | | | | | | 141.959.878(P) | ...

Core Viewpoint - JPMorgan Chase CEO Jamie Dimon confirmed he was not offered the position of Federal Reserve chair, contradicting a report that suggested President Trump had made such an offer, which Dimon took as a joke [1][4]. Group 1: Dimon's Statement and Clarification - Dimon stated, "There was no job offer," clarifying the situation regarding the Fed chair nomination [2]. - A JPMorgan spokesperson acknowledged the need for better vigilance in correcting the Wall Street Journal's report before publication [4]. Group 2: Trump's Legal Actions and Political Context - President Trump announced plans to sue JPMorgan for allegedly "debanking" him following the January 6, 2021 attack on the US Capitol [4][7]. - JPMorgan's spokesperson emphasized that no accounts should be closed due to political or religious beliefs, supporting the administration's efforts to address political debanking [5]. Group 3: Dimon's Position on Federal Reserve Independence - Dimon expressed support for the independence of the Federal Reserve amid a criminal investigation into current Fed Chair Jerome Powell [7]. - JPMorgan executives opposed the Trump administration's proposed 10% cap on credit card interest rates, arguing it would limit credit access for millions of households [8].

Core Insights - Goldman Sachs is divesting its $20 billion Apple Card portfolio to JPMorgan Chase, marking a significant retreat from consumer banking after struggling since the program's launch in 2019 [1][4] - The transaction is expected to close in 24 months, allowing Goldman Sachs to continue managing the Apple Card until then [1][8] Goldman Sachs - The company faced unexpected high charge-off rates due to looser lending standards, particularly among consumers with FICO scores below 660, which contributed to its challenges in consumer banking [4] - The struggles in consumer banking have been notable, as the company has not successfully penetrated this market segment [9] JPMorgan Chase - The acquisition provides JPMorgan Chase access to over 12 million Apple Card customers, who are generally more affluent and can be targeted for cross-selling various banking products [6][9] - The bank's CFO expressed optimism about the transaction, indicating it is economically compelling despite the integration challenges [7] - The financial impact of the acquisition on JPMorgan Chase is expected to be minimal, as the Apple Card balances represent only 1.3% of its total loan portfolio of $1.5 trillion [8]

JPMorgan Chase & Co. (NYSE:JPM) is one of the stocks Jim Cramer shared his thoughts on. Cramer highlighted the company CEO’s comments after its earnings, as he remarked: “When JPMorgan reported yesterday, they posted a solid top and bottom line beat, excluding a $2.2 billion reserve that they took related to the Apple credit card and portfolio that they got from Goldman Sachs. These guys delivered a 7% increase in net interest income with 70% growth for their Markets business. That’s fantastic. That’s mos ...

Group 1 - Trump denies ever offering the position of Federal Reserve Chair to Jamie Dimon, CEO of JPMorgan Chase, and plans to sue the bank for terminating business relations after the January 6 incident [1] - JPMorgan Chase reports that while short-term pressure on silver has eased due to the absence of new tariffs, multiple risks remain, including high industrial demand suppression and continued ETF outflows [2][7] - The report indicates that silver prices could threaten solar industry demand by 50-60 million ounces in the coming years, with raw material costs now accounting for about 30% of solar panel prices [7][8] Group 2 - Brazil is seen as a potential partner for the U.S. in rare earth cooperation, leveraging its rich but underdeveloped resources to improve diplomatic relations [3][10] - Longi Green Energy forecasts a net loss of 6-6.5 billion yuan for 2025 due to ongoing supply-demand mismatches and rising costs in the photovoltaic industry [4][6] - The Hainan Free Trade Port has seen over 5,000 new foreign trade enterprises registered since its closure on December 18, 2025, indicating strong policy support and market interest [5][11]

Group 1 - The Supreme Court's delay in ruling on President Trump's tariffs may indicate a favorable outcome for the Trump administration, according to JPMorgan analysts [2] - Jamie Dimon, CEO of JPMorgan Chase, has ruled out the possibility of becoming the Federal Reserve Chair but is open to the role of Secretary of the Treasury if invited [3] - Kevin Hassett, Director of the National Economic Council, claims the U.S. economy is thriving under Trump's policies despite the Federal Reserve's high interest rates [4] Group 2 - Economist Justin Wolfers warns that threats from the Trump administration against the Federal Reserve could lead to hyperinflation, drawing comparisons to economic crises in Argentina, Russia, and Venezuela [5] - Peter Thiel has donated $3 million to oppose a proposed California wealth tax aimed at billionaires, which would impose a 5% tax on assets over $1 billion to address federal budget cuts affecting healthcare [6]

白银价格剧烈波动！ 在经历了前期的疯狂上涨后，最近两个交易日，白银价格大幅波动。周四（1月15日）盘中，现货白银一度触及93.71 美元/盎司的历史新高，但随后大幅跳水，盘中跌幅一度超过7%，当天收盘时跌幅收窄至0.65%；周五（1月16日）， 现货白银再度出现跳水行情，盘中跌幅一度超过6%，收盘时下跌2.43%，险守90美元/盎司关口。 对于白银接下来的走势，摩根大通表示，白银面临多重风险，其中包括工业需求受高价抑制、ETF资金持续流出等。 该行表示，白银市场回调风险较大，但黄金依然看涨。 不过，也有机构认为，长期以来，金银价格走势具备高度相关性。长期的避险情绪以及白银市场供应端的紧张状态不 会改变，白银价格上涨逻辑依然稳固。 白银价格盘中跳水 1月15日，白银价格一度下跌7.3%，随后收复大部分失地。此前四个交易日，白银暴涨超20%；1月16日，白银价格再 度剧烈波动，现货白银盘中跌幅一度超过6%，收盘时险守90美元/盎司。 彭博社称，美国总统特朗普未对包括白银和铂金在内的关键矿物进口全面加征关税，他表示将转而寻求双边谈判，并 提出了设定价格底线的构想。这一决定是在进行了长达数月的审查后作出的，旨在评估外 ...

#特朗普批华尔街日报不实报道#【#摩根大通CEO称不可能任美联储主席#】据美国消费者新闻与商业频 道（CNBC）等媒体报道，对于《华尔街日报》近日称"美国总统特朗普几个月前向摩根大通首席执行 官（CEO）杰米·戴蒙提议担任美国联邦储备委员会主席"，特朗普当地时间17日予以否认。据《华尔街 日报》14日报道，知情人士透露，特朗普几个月前在白宫一次会议上向戴蒙提议担任美联储主席一职， 戴蒙当时把这一提议视为"开玩笑"。对此，特朗普当地时间17日在社交平台上发帖回应称，这种说 法"完全不属实"，"从未有过这样的提议"。"《华尔街日报》为什么不给我打电话问问是否提出过这样 的提议？我会很快告诉他们'没有'，事情就到此为止了。"特朗普还称，《华尔街日报》应该加强"事实 核查"。另据彭博社报道，戴蒙15日在被问及是否会考虑担任美联储主席一职时回应称，"绝无可能"。 综合CNBC等媒体报道，预计美联储现任主席鲍威尔的任期将于今年5月结束。特朗普再次就任美国总 统后，多次就美联储有关政策公开批评鲍威尔。（环球网 视频为此前相关报道，来源：金融时报） 转自：京报网_北京日报官方网站 ...