Group 1: Emergency Power Auction - The White House is expected to propose an emergency power auction for tech companies to bid on new power plants, with contracts lasting 15 years [4] - PJM Interconnection, the largest grid operator in the U.S., will be instructed to conduct this auction to address energy supply issues and rising costs due to increased demand from data centers [5] Group 2: Company Movements - Constellation Energy (CEG) shares increased by 1.1% after a prior rise of 3.2% [6] - Vistra (VST) shares rose by 2% following a 6.6% increase [6] - NRG Energy (NRG) shares went up by 1.8% after closing 5.8% higher [6] Group 3: Leadership Changes at Disney - Kathleen Kennedy is stepping down from her leadership role at Lucasfilm after nearly 14 years, having joined as co-chair with George Lucas [7] - Dave Filoni will take over creative leadership at Lucasfilm, while Lynwen Brennan will act as co-president, focusing on the business side [8] Group 4: Jamie Dimon's Statements - Jamie Dimon, CEO of JPMorgan Chase, expressed no interest in becoming chair of the Federal Reserve, stating there is "absolutely, positively no chance" he would take the role [9] - Dimon is open to considering a position at the U.S. Treasury if approached, but he intends to remain CEO of JPMorgan Chase for at least another five years [9]

President Donald Trump has aggressively expanded his personal bond portfolio, purchasing at least $51 million in debt securities between mid-November and late December, according to a White House financial disclosure released Thursday.The disclosure comes as JPMorgan Chase & Co. (NYSE:JPM) CEO Jamie Dimon warns that the administration’s escalating legal war against Federal Reserve Chair Jerome Powell risks destabilizing the very markets the President is buying into.A Persistent Buying SpreeA new White House ...

Core Viewpoint - JPMorgan Chase & Co. anticipates a significant increase in merger and acquisition (M&A) activity in 2026, prompting the bank to expand its dealmaking team across Europe [1][3][4] Group 1: Expansion Plans - The bank is hiring across various countries in Europe, indicating a strategic move to capitalize on expected M&A growth [1] - Filippo Gori, co-head of global banking, mentioned that the bank has capital ready to deploy, emphasizing the importance of choosing the right opportunities [1] Group 2: Market Sentiment - Clients in Europe, particularly in Southern Europe, are expressing optimism, with improved growth following years of restructuring post-financial crisis [1] - European bank executives are concerned that US lenders may increase their presence in the region due to recent deregulation, potentially enhancing their competitive edge [2] Group 3: M&A Activity Outlook - The company predicts that 2026 could be one of the best years for M&A globally and in Europe, driven by lower interest rates, stable credit conditions, and a backlog of postponed transactions [3][4] - JPMorgan reported a dip in investment banking revenue for the fourth quarter, attributed to some transactions being delayed until 2026 [4] Group 4: Recent Trends - M&A activity saw an increase last year, with approximately $903 billion in deals closed in Europe, marking a 9% rise from 2024, although still below the $1 trillion threshold reached in 2021 [5] - Key sectors expected to remain active in M&A include technology, energy, financial services, fintech, and infrastructure, with ongoing deal flow between European and American companies [6] Group 5: Potential Challenges - Despite the positive outlook, inflation and geopolitical tensions could disrupt dealmaking, particularly if they lead to increased costs [7] - The realization of productivity gains from artificial intelligence may take longer than anticipated, potentially slowing down transactions [7]

【杰米·戴蒙：坚决否认了任何有关他出任美联储主席的可能性】智通财经1月16日电，美东时间周四， 摩根大通CEO杰米·戴蒙（Jamie Dimon）坚决否认了任何有关他出任美联储主席的可能性，并表示，即 便总统邀请，他也不会接受这一职位。当被单独问及是否会考虑出任财政部长一职时，戴蒙的语气则显 得更为谨慎，他表示，他至少会听一听总统的想法，不过他紧接着明确表示自己无意离开摩根大通。 ...

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格隆汇1月16日｜据彭博，摩根大通正考虑在欧洲增聘并购交易人员，预计2026年并购活动将迎来一 个"丰收年"。"我们几乎在该地区的每个国家都在招聘，"摩根大通全球银行业务联席主管Filippo Gori上 周在米兰与投资银行业务全球主管Dorothee Blessing一同接受采访时表示。该行"有资本可以投放，问题 只是要把资本投向哪里最合适"。这两位高管表示，在今年最初几周与欧洲各地客户会面时，客户普遍 释放出乐观信号。南欧的投资者尤为有信心，因为在经历多年的金融危机后的调整与重组之后，当地的 增长正在回升。 ...

这两位高管表示，在今年最初几周遍及欧洲的客户会议中，客户们都表达了乐观态度。南欧的投资者尤 其充满信心，该地区在经历金融危机后的多年调整与重组后，增长正在加速。戈里表示，西班牙的商界 领袖们正专注于扩张和跨境投资，而意大利的政治经济稳定持续吸引着外国投资。 这两位高管预计，在利率下降、信贷条件稳定以及积压的延迟交易推动下，今年将成为有史以来并购活 动最佳的年份之一。戈里表示："从并购的角度看，今年可能是全球乃至欧洲有史以来最好的年份之 一。利率压力缓解、信贷利差收紧以及融资渠道便利，是促成交易的关键因素，有助于缩小买卖双方的 估值差距。" 智通财经APP获悉，华尔街巨头摩根大通(JPM.US)正寻求在欧洲增加交易撮合人员，因为该行预计2026 年将是并购交易"丰收的一年"。摩根大通全球银行业务联席主管菲利波·戈里表示："我们几乎在欧洲的 每个国家都在招聘。"该行投行业务全球主管多萝西·布莱辛则表示，该行"有资金可供部署，问题只是 在哪里部署最合适"。 值得一提的是，戈里发表上述言论之际，欧洲银行业高管们正担忧，在美国一波放松管制之后，美国银 行可能会在欧洲大陆部署额外资源，这些举措可能会增强其长期以来的主导地 ...

据 香港交易所 披露， 摩根大通 （JPMorgan）对 宁德时代 新能源 科技股份有限公司- H股的多头持仓 比例于2026年1月12日从7.12%降至7.11%。 ...

据香港交易所披露，摩根大通（JPMorgan）对宁德时代新能源科技股份有限公司 - H股的多头持仓比例 于2026年1月12日从7.12%降至7.11%。 ...

花旗集团：将白银 0-3 个月目标价从 62 美元 / 盎司大幅上调至 100 美元 / 盎司，同时看涨黄金至 5000 美元 / 盎 司。核心逻辑是地缘政治风险升级(如美伊局势紧张)、实物市场持续短缺、对美联储独立性存疑下的宽松预期 升温，且投资动能强劲，预计一季度利好持续，白银将继续跑赢黄金。当日白银盘中最高触及 92 美元 / 盎司， 创历史新高，花旗认为当前牛市短期内将延续。 瑞银集团：全球研究部贵金属策略师 Joni Teves 及分销主管 Andrew Matthews表示，白银 2026 年表现或超黄 金，核心驱动是新能源(光伏)与 AI 等领域工业用银刚需增长、供应短缺。预测上半年有望上探 100 美元 / 盎 司，下半年因美联储宽松周期接近尾声可能回落，年终目标价约 75 美元 / 盎司。同时指出白银市场规模小、库 存低，价格波动会被放大。 高盛集团：大宗商品研究全球联席主管丹・斯图伊文称，白银无央行储备需求支撑，对资金流动更敏感，预测 价格继续走高，但波动性与不确定性显著高于黄金，未给出具体目标价，强调需警惕资金流动变化引发的波动 风险。 摩根大通：相对谨慎，维持 2026 年白银平均价 ...