华尔街正在上演一场关于贷款风险的激烈论战。 随着汽车贷款商Tricolor Holdings和汽车零部件供应商First Brands Group的相继倒闭，传统银行与私募股 权机构之间的矛盾公开化，双方就谁应为信贷市场动荡承担责任展开交锋。 摩根大通首席执行官Jamie Dimon警告称"看到一只蟑螂时，可能还有更多"，暗指1.7万亿美元私募信贷 市场存在系统性风险。 这番言论引发私募机构强烈反弹。Blue Owl Capital联席首席执行官Marc Lipschultz反驳称，将私募信贷 与这些破产案联系起来是"一种奇怪的制造恐慌行为"，并暗示银行才应该"看看自家冰箱后面"。 Apollo Global Management首席执行官Marc Rowan也将矛头指向银行，称两家公司的倒闭是贷款机构多 年来追逐高风险借款人的结果。 这场论战凸显了华尔街新旧势力的深层矛盾。近年来企业日益转向私募信贷融资，传统银行将此视为监 管套利，抱怨非银行金融机构监管过于宽松。国际货币基金组织周二呼吁监管机构关注银行对该领域的 敞口，指出"银行越来越多地向私募信贷基金放贷，因为这些贷款的净资产回报率往往高于传统商业贷 款 ...

Workers in downtown ManhattanMomo Takahashi/BI Big banks posted strong earnings results this week as dealmaking returns to Wall Street. Goldman's advisory revenue jumped 60% to $1.4 billion from a year earlier, the bank said. JPMorgan, Citi, and Morgan Stanley also logged double-digit gains in investment banking fees. After nearly three years of sputtering and false starts since the pandemic-era highs, dealmaking is finally looking like it's back in gear on Wall Street. Goldman Sachs, JPMorgan, a ...

尽管AI热潮助推华尔街银行创下交易和投行业务的纪录业绩，但多位大行高管在本周财报电话会议上 对AI行业的过度狂热发出警告。 10月16日，据媒体报道，高盛首席执行官David Solomon在周二的财报电话会议上暗示当前形势与互联 网泡沫存在相似之处，称该行意识到AI基础设施的巨额投资可能会导致"一些企业蓬勃发展而另一些则 走向失败的分化局面"。花旗首席财务官Mark Mason则更为直接地指出，"很难不认为某些板块可能存 在泡沫且估值过高"。 这些表态发生在银行业公布创纪录季度业绩的背景下。本季度交易活动和交易收入均创新高，部分归功 于AI带来的市场兴奋情绪。据见闻文章写道，高盛三季度营收创下公司历史上同期最高纪录，花旗三 季度五大业务板块收入均创纪录。 不过，尽管发出警示，华尔街各大银行仍在积极部署AI技术，从美国银行的虚拟助手Erica到摩根大通 的成本削减项目。高管们普遍认为AI应用仍处于早期阶段，真正的回报需要时间兑现。 他说："这是一个重大区别，互联网泡沫实际上涉及无数从未具备可持续性的企业。"但他也警告称，市 场不可能"无限期"持续上涨。 银行积极部署AI但强调回报需时日 华尔街高官警告"AI泡 ...

戴蒙本人表示不会购买黄金，理由是持有成本达4%，但承认在当前环境下配置一定黄金具有合理性。值得一提的 是，戴蒙提到的4%持有成本主要针对需要储存大量金条的亿万富翁，对于普通投资者而言，小额黄金的持有成本 接近零。 相比之下，加密货币的配置比例更低，仅为0.4%，不到黄金配置的五分之一。这表明当前黄金仍处于相对低配 状态。 投资者对避险资产的需求反映了对通胀和地缘政治动荡的担忧，央行购金需求是推动金价持续上涨的主要驱动 力之一。 摩根大通CEO戴蒙罕见表态称持有黄金"有一定合理性"，并预测在当前环境下金价可能轻松升至5000美元甚至 10000美元。这是这位华尔街领袖职业生涯中少数几次认为黄金配置"半理性"的时刻。 周二在华盛顿举行的《财富》最具影响力女性峰会上，戴蒙做出上述表态。周三金价刚刚创下4200美元/盎司的 历史新高，今年以来累计涨幅已接近60%，这一涨幅超过了股票市场的表现。 戴蒙对整体资产估值表示谨慎，称"资产价格有些偏高"，这一判断"几乎适用于当前所有资产类别"。他本人表示 不会购买黄金，理由是持有成本达4%，但承认在当前环境下配置一定黄金具有合理性。 上周，对冲基金Citadel创始人、亿万富 ...

| 表格序號 | 大股東/董事/最高行政人員名稱作出披露的 買入 / 費出或涉及的 每股的平均價 | | | | | 持有權益的股份數目 佔已發行的 有關事件的目期 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 息内 | 股份數目 | | 酒参国上班 ** | | 有投票權股 (日 / 月 / 年) | | | | | | | | | 份自分同 | | | | | | | | | 196 | | CS20251015E00373 | 1.419.000(L) JPMorgan Chase & Co. | 1201(L) | | | HKD 11.7564 | 56.670.871(L) | 12.82(L) 10/10/2025 | | | | 15015(S) | | 1,616,000(S) | | 8.470.408(S) | 1.91(S) | | | | | | | | 4.735.066(P) | 1.07(P) | 格隆汇10月16日丨根据联交所最新权益披露资料显示，2025年10月10日，福莱特玻璃(06865.HK)遭 ...

JPMorgan Chase Commercial and Investment Bank co-CEO Troy Rohrbaugh says the bank is starting to see signs of "late cycle" behavior among corporate borrowers. He speaks with Lisa Abramowicz on "Bloomberg The Close." ...

Why Epstein Victims Are Going After Banks: JPMorgan, BNY Both Suedhttps://t.co/w2RM3x7Pg6 https://t.co/daXw8aepMz ...

This post originally appeared in the Business Insider Today newsletter. You can sign up for Business Insider's daily newsletter here. Hello there! If you're looking to get more intimate with ChatGPT, you're in luck. Sam Altman said OpenAI's chatbot will allow "erotica for verified adults." In today's big story, BlackRock's Larry Fink said he's never been more excited about the future. JPMorgan's Jamie Dimon is warning about a potential infestation of cockroaches. Welcome to the ongoing debate over pr ...

Core Insights - Major banks, including Goldman Sachs and JP Morgan, reported strong quarterly profits driven by increased deal-making activity on Wall Street, although concerns about economic risks persist, particularly highlighted by JP Morgan's CEO Jamie Dimon [1][28]. Group 1: JP Morgan Insights - JP Morgan reported $3.4 billion in provisions for credit losses, slightly above analyst expectations, indicating cautious sentiment regarding the job market and inflation [2][3]. - CEO Jamie Dimon pointed out potential fragilities in the economy, noting that while overall credit performance has been stable, there are areas of concern outside the banking system [5][7]. - Despite a 2% decline in JP Morgan's stock, the overall credit dynamics for banks appear favorable, with commercial and consumer loan portfolios performing well [6][8]. Group 2: Wells Fargo Insights - Wells Fargo's asset cap has been lifted, presenting opportunities for growth, and the bank reported flat guidance for net interest income for the full year, which was better than expected [11][13]. - The bank's loan growth is improving, and management expressed confidence in achieving a return on tangible common equity of 17-18% in the medium term [14]. Group 3: Goldman Sachs Insights - Goldman Sachs experienced a 42% year-on-year increase in investment banking revenue, although equity sales and trading did not meet high expectations, leading to a slight decline in stock price [17][18]. - The bank's results were solid, but the high expectations set by the market make it challenging to achieve further upside [19]. Group 4: Citigroup Insights - Citigroup reported a 9% increase in total revenue, with strong performance across all major business lines, indicating a positive outlook for profitability and growth [20][21]. - The bank's management is focused on improving business performance and has initiated a $5 billion stock buyback program, which is seen as a positive move for shareholder value [22]. Group 5: Market Trends and Economic Outlook - The overall banking sector is benefiting from a resurgence in capital markets activity, with significant increases in deal-making and trading revenues across major banks [56][59]. - Despite concerns about credit quality, banks are maintaining strong balance sheets and are well-capitalized, which bodes well for future performance [90][91]. - The economic environment remains resilient, but there are warnings about potential risks from geopolitical tensions, tariffs, and high asset prices [28][30].

The six biggest US banks just wrapped up their earnings and it was a banner quarter for Morgan Stanley, Bank of America, JP Morgan Chase, Wells Fargo, Goldman Sachs, and Croup. Here are the three biggest takeaways. Number one, trading desks delivered big time.The firms saw their highest third quarter for trading revenue in at least 5 years. This as President Trump's policies, including tariffs, increased volatility. In particular, Morgan Stanley's equity traders generated $4.12% billion in revenue, surging ...