为什么风向变了。核心在"最后一公里"。过去几个月，美国核心PCE徘徊在2.6%—2.8%区间，迟迟压不进2%目标线。通胀像减肥最后五斤，怎么 都掉不下来。纪要直言，回落过程可能"更慢、更不均衡"。这句话，比任何投票结果都更重要。 更深一层是机制问题。央行不是只看数据，而是在守"预期锚"。一旦市场笃定降息路径，金融条件会提前放松，反过来推高价格。于是，美联储 宁愿多保守一步，也不愿被动追着通胀跑。"话术"本身，已成为政策工具。 华尔街也感受到凉意。年初期货市场还押注两次以上降息，如今隐含次数已压缩到接近一次。交易员盯着屏幕刷新纪要，刚松口气，又被"双 向"两个字拉回现实。 3月会议未必有动作。真正要看的是：双向措辞会不会正式写进声明。那才是方向性信号。 《美联储内部"剧本"曝光：降息预期或是误判》 ——利率没动，但"加息选项"被重新摆上台面 你以为暂停，就是宽松前夜。 错。真正的信号，藏在纪要的措辞里。 1月会议，10票维持、2票主张降息。表面平静，内部却出现分岔。几名官员建议在前瞻指引中加入"双向描述"——翻译成大白话：通胀若反弹， 不排除再加息。这不是"鸽派等待"，而是"鹰派待机"。 别把"按兵不动"当利好 ...

Core Viewpoint - Columbia Banking System, Inc. will participate in the 2026 RBC Capital Markets Global Financial Institutions Conference, scheduled for March 11, 2026, at 4:00 p.m. ET, where they will present forward-looking statements [1]. Company Overview - Columbia Banking System, Inc. is headquartered in Tacoma, Washington, and is the parent company of Columbia Bank, which is recognized as the largest bank headquartered in the Northwest and one of the largest in the West, with a presence in multiple states including Arizona, California, Colorado, Idaho, Nevada, Oregon, Texas, Utah, and Washington [1]. - Columbia Bank offers a comprehensive range of services, including retail and commercial banking, Small Business Administration lending, institutional and corporate banking, and equipment leasing, along with investment and wealth management services through Columbia Wealth Management [1].

South Africa’s biggest banks raised $322 million in loss-absorbing debt to meet new rules aimed at avoiding taxpayer bailouts https://t.co/hgGF9P8m8A ...

Core Viewpoint - The financial sector is currently the most oversold among all sectors, down 5.7% year-to-date, presenting potential investment opportunities due to strong fundamentals despite negative sentiment [1]. Financial Sector Overview - The financial sector ETF (XLF) has declined 5.7% year-to-date, driven by interest-rate volatility, recession fears, and credit quality concerns [1]. - Many financial institutions are trading at valuations below historical averages, indicating a potential disconnect between market pricing and actual financial health [1]. - Historically, when sentiment is negative but fundamentals remain solid, financial stocks have rebounded sharply once market confidence returns [1]. Dividend Importance - Dividends have contributed approximately 32% to the S&P 500's total return since 1926, highlighting their significance for total return expectations [1]. - A study indicates that dividend stocks delivered an annualized return of 9.18% from 1973 to 2023, significantly outperforming non-dividend payers [1]. Investment Opportunities - Ares Capital Corp. (NASDAQ: ARCC) offers a 9.94% dividend and specializes in financing solutions for middle-market companies, rated Buy by 12 analysts [1]. - Fifth Third Bancorp (NASDAQ: FITB) provides a 2.90% dividend and has recently acquired Comerica, rated Buy with a $60 target price [1]. - Regions Financial Corp. (NYSE: RF) offers a 3.46% dividend and operates approximately 1,250 banking offices across the U.S., rated Buy with a $32 target price [2]. - Truist Financial Corp. (NYSE: TFC) has a 4.03% dividend and was formed through the merger of SunTrust Bank and BB&T, rated Overweight with a $69 target price [2]. - U.S. Bancorp (NYSE: USB) provides a 3.53% dividend and offers a comprehensive range of financial services, rated Outperform with a target price of $77 [2].

多名美国众议员致函财政部长 Scott Bessent，质疑 World Liberty Financial 申请 OCC 国家信托银行牌照 一事，关注其外资背景及潜在政治影响，要求说明在审批过程中如何防范外国政府或政治力量干预，并 就白宫、OMB 与财政部在 OCC 牌照决策中的角色于 2 月 26 日前作出回复。 （来源：吴说） ...

Institutional Presentation 4Q25 We Stand For People An Empowered Team Results-Driven Together We Evolve We Stand for Customers Challenge Oriented I AM BRADESCO Translation | Corporate Profile / ESG | 3-19 | | --- | --- | | Transformation Plan | 20-31 | | 4Q25 Numbers | 32-54 | | Main Banking Businesses | 55-65 | | Insurance Group | 66-79 | | Valuation and selected Bradesco stock data | 80-86 | | Adjusting the Economic Policy Mix | 87-94 | | GDP Growth Cycle | 95-102 | | Credit Cycle | 103-113 | 2 02/10/2026 ...

Core Viewpoint - CF Bankshares (CFBK) is highlighted as a relatively obscure small regional bank that operates outside the mainstream market attention, suggesting potential investment opportunities due to its lesser-known status [1]. Company Insights - CF Bankshares is noted for being one of the more obscure banks in the financial sector, indicating that it may not be accurately reflecting the opportunities available in its market [1]. Market Perspective - The article emphasizes the belief in the efficiency of financial markets, suggesting that stocks often reflect their true value, but also points out that the best profit opportunities may arise from stocks that are less followed by average investors [1].

Mexico’s digital financial company Plata has received final approval from the National Banking and Securities Commission (CNBV) to operate as a full bank, concluding a three-year application process. The regulatory clearance allows Plata to expand beyond its existing credit card business, which serves 3 million active users entirely through a mobile app. Plata’s latest funding round valued the firm at $3.1bn, reported Bloomberg. The institution operates without physical branches and plans to broaden it ...

KLAR DEADLINE ALERT: Hagens Berman Notifies Klarna Group plc (KLAR) Investors of Today's Lead Plaintiff Deadline in IPO Securities Class Action [Accessibility Statement] Skip NavigationSAN FRANCISCO, Feb. 20, 2026 /PRNewswire/ -- National shareholder rights law firm Hagens Berman is notifying investors in Klarna Group plc (NYSE: KLAR) of the upcoming February 20, 2026, lead plaintiff deadline in a pending securities class action. The firm is actively investigating the lawsuit's claims of alleged misstatemen ...

Group 1 - Citi Wealth has appointed Chad Reddy as the new North America market executive – West for Citi Private Bank, responsible for overseeing operations in the Western US [1] - Reddy brings over 25 years of experience in wealth management, previously holding senior roles at Bank of America Private Bank and nearly 14 years at Wells Fargo Private Bank [2] - Reddy will join Citi Private Bank's North America leadership team in April, reporting to Chris Biotti, who became the head of Citi's North America private bank last year [2] Group 2 - Chris Biotti highlighted Reddy's proven leadership and strong track record in advising ultra-high-net-worth clients, emphasizing his relationship-led approach as key to accelerating growth [3] - Last September, Citi Wealth reached an agreement with BlackRock to manage approximately $80 billion in assets for its wealth clients [3] - The partnership led to the launch of 'Citi Portfolio Solutions powered by BlackRock', integrating Citi Wealth's advisory resources with BlackRock's investment and technology capabilities [4]