Mr. Mavroudis is a professional portfolio manager specializing in institutional and private portfolios. He focuses on risk management, which is accompanied by in-depth financial market analysis (fundamental, macro and technical) to control the risk undertaken by the portfolios. He invests in all financial instruments globally (stocks, bonds, fx, commodities), restructuring investment portfolios based on prevailing conditions and the needs of each client-investor. Mr. Mavroudis has successfully navigated all ...

Core Viewpoint - The future performance of European and American bank stocks will increasingly depend on the sustainability of earnings rather than further valuation expansion [4]. Group 1: European Bank Stocks - European bank stocks have shown significant recovery in 2025, with the STOXX Europe 600 Banks index rising approximately 65% year-to-date, making it one of the best-performing sectors in Europe [1]. - Analysts suggest that the rise in European bank stocks is more of a structural recovery rather than a typical cyclical rebound, as their valuation levels were significantly lower than their U.S. counterparts prior to this increase [2]. - The negative impact of the prolonged low-interest-rate environment on European banks' profitability has been a key factor suppressing their valuations [2]. - Major European banks have seen substantial stock price increases, with Deutsche Bank up about 97%, HSBC up approximately 48%, BNP Paribas up around 35%, and UBS up about 30% year-to-date [2]. Group 2: American Bank Stocks - American bank stocks have demonstrated more stable performance in 2025, with notable increases such as Citigroup up about 68%, Goldman Sachs up approximately 57%, and JPMorgan Chase up around 35% [5]. - The core strength of the U.S. banking system lies in its profitability and diversified business structure, which helps mitigate traditional credit cycle fluctuations [5]. - The valuation recovery for U.S. banks began earlier than for European banks, with the market already pricing in expectations of an economic soft landing and interest rate cuts [5]. Group 3: Future Outlook - For 2026, the consensus is shifting from "valuation recovery" to "earnings verification," with European banks needing to see a substantial recovery in credit demand and a reduction in geopolitical risks to maintain their strong performance [6]. - In the U.S., the focus will be on the Federal Reserve's policy path, with large banks expected to maintain capital returns if interest rate cuts are gradual and the economy achieves a soft landing [6]. - The bank stock market in 2026 is expected to be more selective, requiring investors to pay closer attention to earnings quality, risk management, and structural differences between markets [6].

At the end of each year, the editorial staff at American Banker predicts who will have the biggest impact on the banking industry in the year ahead. For 2025, we chose 25 bankers, regulators, politicians, and execs in fintech, big tech, and payments — plus one pop superstar — and explained why we thought they would make a difference, positive or negative. Below, we examine whether we were right or wrong in each case. Processing ContentSee who we chose this year: 26 people who will change banking in 2026.  ...

格隆汇12月23日｜富国银行将嘉年华邮轮的目标价从35美元上调至38美元，维持"增持"评级。(格隆汇) ...

该行全球市场部股票业务联席主管DJ Langis在接受采访时表示，早在2025年资产上限解除前的较早阶 段，该银行就已开始研究期权清算。他补充称，富国银行正重塑其证券销售与交易业务，以更好地服务 做市商，这一努力已推动其团队扩充人手。 Citadel Securities、Jane Street等大型做市商依赖清算经纪商处理交易结算环节。有报道称，这些做市商 定于2026年下半年开始在富国银行进行清算。 智通财经APP获悉，随着客户对期权清算业务的需求日益增长，富国银行(WFC.US)全球市场部正积极 着手布局这一领域。富国银行将效仿美国银行(BAC.US)、高盛(GS.US)等业内同行，利用自有资金为客 户期权交易提供清算担保服务，在客户与清算所之间扮演风险承接的关键角色;不过，其最终能占据的 市场份额究竟有多少，仍有待进一步观察。 据了解，目前这一计划尚处于初步推进的早期阶段;值得一提的是，早在今年6月，富国银行便已卸下了 此前限制其资产规模突破1.95万亿美元的监管重担。 ...

银行股全线上涨，摩根大通涨近2%，高盛涨0.6%，花旗涨超2%创17年多新高，摩根士丹利涨逾1%， 美国银行涨超1%，富国银行涨逾1%。 记者丨江佩佩 吴斌 见习记者张嘉钰 编辑丨谢珍 当地时间12月22日，美股高开高收，三大指数均连涨三日。标普500指数涨0.64%，纳指涨0.52%，道指 涨0.47%。 | 美股指数 | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 48362.68 | 23428.83 | 6878.49 | | +227.79 +0.47% +121.21 +0.52% +43.99 +0.64% | | | | 中国金龙 | 纳指100期货 | 标普500期货 | | 7683.26 | 25700.25 | 6930.75 | | +43.94 +0.58% +125.50 +0.49% +43.50 +0.63% | | | 芯片股多数上涨，美光科技涨超4%，微芯科技涨逾2%，英特尔跌逾1%。 大型科技股涨跌不一，科技七巨头指数上涨0.41%。特斯拉、英伟达涨逾1%，谷歌涨近1%，亚马逊涨 0.48%，脸书涨0.41%；苹果跌 ...

BitMine Immersion Technologies Inc (NYSE:BMNR) added 98,852 Ethereum (CRYPTO: ETH) in the past week as the stock trades around $31 on Monday, just $2 above a critical support level.BMNR Holdings Hit 4 Million ETHBitmine now owns 3.37% of ETH’s circulating supply, two-thirds of the way to Chairman Thomas Lee’s “Alchemy of 5%” target.The company crossed 4.066 million ETH after just 5.5 months of aggressive accumulation, cementing its position as the world’s largest Ethereum treasury. Total assets including $1 ...

Wells Fargo's global-markets business is expanding into options clearing https://t.co/oGTssoGmQu ...

Guys, let's bring in Scott Ren this morning, senior global equity strategist over at Wells Fargo Investment Institute. Talk about what the new year may bring. Scott, good to see you.>> Hey, Carl. >> I know you're also looking for better GDP and accelerating earnings, but can you get moderating inflation along with that. >> I, you know, I think you can, Carl.And, and you know, we've got a 2.8% number out there next year for CPI, so that's you know, and that's not pretty much in line with where we are right n ...

Stocks have moved mostly higher during trading on Monday, extending the strong upward move seen over the two previous sessions. The major averages have all moved to the upside after turning in a mixed performance last week.Currently, the major averages are off their highs of the session but still in positive territory. The Dow is up 192.44 points or 0.4 percent at 48,327.33, the Nasdaq is up 92.70 points or 0.4 percent at 23,400.32 and the S&P 500 is up 30.46 points or 0.5 percent at 6,864.96.The continue ...