据美联社13日报道，特朗普提议对信用卡利率设10%上限，还授意司法部调查美联储主席鲍威尔，此举 引发银行业强烈反对。美国各大银行首席执行官于13日向特朗普发出警告，称这一系列举措对美国经济 而言弊大于利。 纽约银行首席执行官罗宾·文斯表示，对美联储独立性的攻击"在我们看来，并不能实现 政府的主要目标，例如降低借贷成本、减少抵押贷款开支、降低美国人的日常生活成本。" 摩根大通首 席执行官杰米・戴蒙13日对记者称："我并非认同美联储的所有决策，但我对鲍威尔本人怀有极高的敬 意。" 摩根大通首席财务官杰弗里·巴纳姆表示，业界愿意动用一切资源，阻止特朗普政府对信用卡利率 设上限。 （环球网） 来源：滚动播报 ...

Group 1 - The U.S. has approved exports of Nvidia's H200 AI chip to China with conditions [3] - Netflix is considering an all-cash offer for Warner Bros. Discovery's streaming and studio assets [3] - JPMorgan Chase reported mixed Q4 results, with earnings exceeding estimates but investment banking revenue missing expectations [5] - Bank of America posted better-than-expected Q4 results, while Wells Fargo's revenue fell below estimates [6] - Citigroup is viewed as fairly valued after a turnaround, with future returns expected to align with earnings growth [6] Group 2 - Trump's proposal to cap credit card interest rates at 10% has faced pushback from banks, with concerns about access to credit [5] - Saks Global has filed for Chapter 11 bankruptcy due to debt issues [8] - China's trade surplus reached a record $1.2 trillion despite tariffs imposed by Trump [8]

Jan 14 (Reuters) - Industrial company Honeywell said on Wednesday it plans for its majority-owned ​quantum computing unit Quantinuum to confidentially file ‌draft initial public offering papers with the U.S. securities regulator. Quantinuum's ‌IPO plans come at a time when companies are exploring ways to develop and scale quantum capabilities to solve complex problems such as designing ⁠and manufacturing hydrogen ‌cell batteries for transportation. The number of shares to be offered and the price ‍range ...

Core Viewpoint - The market experienced a decline primarily due to disappointing earnings from JPMorgan Chase and concerns over potential credit card interest rate caps, impacting the financial sector significantly [1][2]. Group 1: Market Performance - The Dow Jones Industrial Average fell by 398.21 points, a decrease of 0.8030% [1]. - JPMorgan Chase's shares dropped by 3.79% following weaker-than-expected profit and revenue results, which included a $2.2 billion impact from its Apple Card partnership [2]. - Other notable declines included Salesforce at -6.98%, Visa at -3.99%, and IBM at -2.81% [2]. Group 2: Advancers in the Market - Despite the overall downturn, Walmart increased by 1.93%, Boeing by 1.89%, and Johnson & Johnson by 1.87% [3]. - Cisco Systems saw a gain of 1.77%, while Home Depot advanced by 1.22% [3]. Group 3: Economic Indicators - The Bureau of Labor Statistics reported that inflation remained steady in December 2025, with core inflation marking its lowest annual increase since early 2021 [3].

Group 1 - The core point of the article is that JPMorgan has increased its long position in Contemporary Amperex Technology Co., Limited (CATL) H-shares from 6.91% to 7.14% as of January 8, 2026 [1]

Core Viewpoint - JPMorgan's stock has seen an increase in premarket trading despite reporting disappointing results for the fourth quarter [1] Group 1: Company Performance - The fourth quarter results were below expectations, indicating potential challenges in the company's financial performance [1] - The stock's rise in premarket trading suggests investor optimism or a potential rebound despite the disappointing earnings report [1]

Core Viewpoint - The U.S. Department of Justice has initiated a criminal investigation into Federal Reserve Chairman Jerome Powell's testimony regarding office renovations, adding uncertainty to monetary policy outlook, although market reactions have been relatively calm [2]. Group 1: Market Reactions - Market response to the investigation has been muted, with the 30-year U.S. Treasury yield rising only about 2 basis points [2]. - This contrasts sharply with last summer's market volatility when President Trump suggested he might dismiss Powell, leading to a significant yield increase of 8 basis points on July 11 and 11 basis points on July 16 [2]. - The probability of Powell leaving the Federal Reserve Board by the end of the year has decreased from 83% to 57% according to Polymarket data [2]. Group 2: Implications for Monetary Policy - The investigation may embolden hawkish members of the Federal Open Market Committee (FOMC), complicating the prospects for a more dovish stance from the next Federal Reserve Chair [3]. - The U.S. Supreme Court is set to hold a hearing on January 21 regarding a case involving Fed Governor Lisa Cook, which may have significant implications for future policy direction [3]. - A negative ruling against Cook could increase the risk of Powell facing removal [3]. Group 3: Economic Indicators and Predictions - Recent lower-than-expected inflation data has raised market expectations for a rate cut by the Federal Reserve, with traders anticipating a cut at the June policy meeting, though the likelihood of a cut in January remains low [3]. - The health of the job market will be crucial in determining whether further rate cuts are necessary, as evidenced by the unexpected drop in the U.S. unemployment rate in December [4]. - Major Wall Street banks, including Morgan Stanley, Barclays, and Citigroup, have pushed back their rate cut predictions to late 2026, while JPMorgan no longer expects a cut in 2026 and anticipates a rate hike in 2027 [4].

Market Sentiment - The CNN Money Fear and Greed index showed a decline in overall market sentiment, remaining in the "Greed" zone with a current reading of 56.3, down from 58.6 [1][4] - U.S. stocks settled lower, with the Dow Jones index falling almost 400 points during the session, closing at 49,191.99 [1][3] Economic Indicators - The Consumer Price Index (CPI) rose 2.7% year over year in December, matching prior readings and economist estimates, while core CPI came in at 2.6% year over year, slightly below expectations [1] Company Earnings - JPMorgan Chase & Co. shares fell more than 4% despite beating earnings estimates, as investors were concerned about weaker investment-banking fees and cautious commentary on loan growth [2] - Delta Air Lines Inc. shares slid over 2% after issuing soft forward guidance, citing cost pressures and normalization in post-pandemic travel demand [2] Sector Performance - Most sectors on the S&P 500 closed positively, with energy, consumer staples, and real estate stocks recording the biggest gains, while consumer discretionary and financial stocks closed lower [3]

Banking giant JPMorgan Chase & Co.’s (NYSE:JPM) CFO, Jeremy Barnum, has warned that President Donald Trump’s proposal to cap credit card interest rates could have a far-reaching impact on the credit markets, particularly on subprime borrowers. Will ‘Dramatically’ Reshape CreditDuring the company’s fourth-quarter earnings call on Tuesday, Barnum said, “people will lose access to credit on a very, very extensive and broad basis,” while adding that the move was likely to impact the “people who need it the most ...

格隆汇1月14日｜高盛发表研究报告指，摩根大通2025年第四季每股盈利为4.63美元，低于高盛及市场 预期的5.19美元及5.02美元；核心每股盈利为5.25美元，相对高盛及市场预期为5.4美元及5.22美元；核 心有形普通股股本回报率为19.8%，较其中期目标17%高约3个百分点。基于更高的净利息收入及费用收 入预测，高盛将摩通2026及27年的拨备前净收入(PPNR)预测分别上调2%及3%，每股盈利预测上调 3%，并预期摩通的有形普通股股本回报率将持续高于中期目标17%，2026及27年预测回报率分别约为 20%及21%；重申"买入"评级，目标价维持386美元。 ...