新华财经北京2月24日电 Comerica Bank首席经济学家比尔·亚当斯（Bill Adams）在最新研报中指出，在 当前"经济增长稳健但通胀仍高于目标"的宏观背景下，美联储联邦公开市场委员会（FOMC）很可能在 主席杰罗姆·鲍威尔（Jerome Powell）当前任期结束前——即2026年5月之前——维持联邦基金利率不 变。 亚当斯分析称，FOMC内部普遍认为，美国经济展现出较强韧性，短期内并无衰退风险。展望2026年， 多项积极因素将支撑增长：包括前期降息的滞后效应、政府支出扩张、房地产市场回暖，以及持续升温 的人工智能投资热潮。此外，美国最高法院上周裁定特朗普政府依据《国际紧急经济权力法》征收的对 等关税违法，相关退税预计将为企业和消费者带来额外流动性，进一步提振经济活动。 然而，政策制定者对通胀前景仍持谨慎态度。尽管1月CPI同比降至2.4%，创2025年5月以来新低，但核 心通胀黏性犹存，且劳动力市场结构性紧张构成潜在上行风险。亚当斯强调："经济增长面临的最大下 行风险并非需求不足，而是劳动力供应瓶颈——若工资-物价螺旋再度抬头，可能引发通胀反弹。" 在此背景下，美联储倾向于保持政策观望。亚当斯 ...

NEW YORK, Feb. 19, 2026 (GLOBE NEWSWIRE) -- Getty Images (NYSE: GETY), a preeminent global visual content creator and marketplace, today issued the following statement on the UK Competition and Markets Authority’s (CMA) provisional decision: “We are pleased to see the CMA’s progress with respect to the proposed merger between Getty Images and Shutterstock, particularly its provisional finding that the merger is not expected to result in competition issues in the global Stock content market. We are disappoin ...

Group 1: SpaceX and XAI Merger - SpaceX is merging with Elon Musk's AI startup XAI, creating a combined entity valued at $1.25 trillion [7][8]. - The merger aims to develop a space-based communications platform, requiring the launch of a million satellites into orbit [7]. - The integration of SpaceX and XAI is expected to enhance operational efficiency, particularly in building data centers in space [10][13]. Group 2: IPO Outlook - There is a high probability (72%) that SpaceX will go public before OpenAI, with expectations for a potential IPO by June [18][19]. - The IPO market is anticipated to be robust this year, driven by favorable economic conditions and a pro-business administration [87][90]. - Companies are increasingly willing to take risks on IPOs, reflecting a shift in market sentiment towards a more stable environment [91][96]. Group 3: Palantir's Performance - Palantir's stock has seen significant growth, with a recent increase in revenue growth rates from 50% to 70% [33][34]. - The company is capitalizing on opportunities in the U.S. commercial sector, which grew by 137% [35]. - Palantir's unique capabilities in data organization and deployment are contributing to its success in the AI era [37][42]. Group 4: PayPal's Leadership Change - PayPal's shares fell sharply after announcing a leadership change, with Enrique Lores taking over as CEO [57][58]. - The company reported a decline in branded checkout growth, which dropped to 1% from 6% year-over-year [58]. - PayPal's total payment volume for the quarter was $475 billion, indicating its scale in the fintech sector [62]. Group 5: Market Trends and Analyst Insights - Analysts are observing a mixed performance in large-cap technology stocks, with Nvidia and Microsoft facing pressure [4][5]. - Walmart has joined the trillion-dollar market cap club, reflecting strong performance under new leadership [5][6]. - The software sector is expected to continue growing, with good companies likely to outperform in the AI-driven market [40][45].

Core Insights - The merger between Fifth Third Bancorp and Comerica Incorporated creates a $294 billion institution, reshaping competition in mobile banking, commercial payments, and middle-market services [2][3][4] Group 1: Merger Overview - The merger closed on February 2, establishing the ninth-largest U.S. bank by assets and linking Fifth Third's consumer digital platform with Comerica's commercial franchise, particularly in Texas and California [2][3] - The combined bank operates in 17 of the 20 fastest-growing large U.S. metropolitan areas, with system and brand conversions expected later this year [4] Group 2: Digital and Commercial Integration - Fifth Third enters the merger with a strong digital base, averaging 3.19 million active digital users and 2.49 million active mobile users in the last quarter, with nearly 98% of mortgage applications digitally assisted [5] - The merger connects Fifth Third's consumer digital capabilities to Comerica's dense middle-market relationships, creating a unified platform for retail deposits, commercial lending, and payments [6] Group 3: Competitive Landscape - The integration of Fifth Third and Comerica may pressure regional banks that operate consumer and commercial services separately, as the combined institution allows for streamlined retail acquisition and commercial onboarding [7] - The merger broadens Fifth Third's embedded finance platform, Newline, which is expected to generate a $1 billion recurring fee business [8][10] Group 4: Customer Impact - Near-term service for consumers is expected to remain stable during the integration, with plans to extend mobile tools and digital onboarding processes across Comerica's footprint over time [14] - For middle-market enterprises, the combined platform offers enhanced connections between deposits, payments, and expense management, potentially redefining competitive boundaries in the regional banking sector [15]

Core Insights - The merger between Fifth Third Bancorp and Comerica Incorporated creates a $294 billion institution, reshaping competition in mobile banking, commercial payments, and middle-market services [2][3][4] Group 1: Merger Overview - The merger closed on February 2, establishing the ninth-largest U.S. bank by assets and linking Fifth Third's consumer digital platform with Comerica's commercial franchise, particularly in Texas and California [2][3] - The combined bank operates in 17 of the 20 fastest-growing large U.S. metropolitan areas, with system and brand conversions expected later this year [4] Group 2: Digital and Commercial Integration - Fifth Third enters the merger with a strong digital base, averaging 3.19 million active digital users and 2.49 million active mobile users in the last quarter, with nearly 98% of mortgage applications digitally assisted [5] - The merger connects Fifth Third's consumer digital capabilities to Comerica's dense middle-market relationships, creating a unified platform for retail deposits, commercial lending, and payments [6][7] Group 3: Embedded Finance and Competitive Landscape - The merger broadens Fifth Third's embedded finance platform, Newline, which has been growing through API-driven payments and account services, representing a $1 billion recurring fee business [8][10] - The combined institution operates sizable recurring fee businesses in commercial payments and wealth management, providing capital for technology reinvestment [11] Group 4: Customer Impact - For consumers, service is expected to remain stable during integration, with plans to extend mobile tools and digital onboarding processes across Comerica's footprint over time [14] - For enterprises, particularly middle-market firms, the merger offers tighter connections between deposits, payments, and expense management, redrawing competitive boundaries in the regional banking market [15]

Core Viewpoint - The completion of the merger between Fifth Third Bank and Comerica is a significant milestone for both institutions, aimed at enhancing their market position and operational efficiency [1] Group 1: Merger Details - The merger is expected to create a stronger financial entity, combining resources and expertise from both banks [1] - The integration process will focus on aligning operations and maximizing synergies to improve customer service and product offerings [1] Group 2: Leadership Insights - Tim Spence, Chair and CEO of Fifth Third, emphasized the strategic importance of the merger in a competitive banking landscape [1] - The leadership is committed to ensuring a smooth transition for employees and customers during the merger process [1]

Core Insights - Investors favor dividend stocks for their reliable passive income and potential for strong total returns [1] Group 1 - Dividend stocks are attractive due to their dependable income streams [1] - They offer an excellent opportunity for solid total returns [1]

Core Viewpoint - Fifth Third Bancorp has successfully completed its merger with Comerica Incorporated, resulting in the formation of the ninth-largest bank in the U.S. with approximately $294 billion in assets [1] Group 1: Merger Details - The merger combines Fifth Third's retail banking and digital capabilities with Comerica's middle market banking franchise, enhancing stability, profitability, and growth potential [1] - Fifth Third will now operate in 17 of the 20 fastest-growing large markets in the U.S., including key regions in the Southeast, Texas, and California, while maintaining its leadership in the Midwest [1] - The combined entity aims to have around 1,750 branches by 2030, with over half located in high-growth areas [1] Group 2: Business Strategy and Growth Opportunities - The merger creates two recurring and high-return fee businesses: Commercial Payments and Wealth and Asset Management, which will provide diversified earnings and reinvestment capacity [1] - Over the next five years, the company plans to scale Comerica's middle market expertise, deepen commercial and wealth relationships, expand retail banking, and build an innovation banking business [1] Group 3: Leadership and Integration - Tim Spence, chairman, CEO, and president of Fifth Third, emphasized the merger as a pivotal moment for the bank, aiming to deliver exceptional value for shareholders, customers, and communities [1] - Integration teams will work closely to ensure a seamless transition for customers, with full system and brand conversions expected in the third quarter [1]

Core Viewpoint - A significant employment discrimination lawsuit has been filed against Comerica Incorporated, alleging unlawful Diversity, Equity, and Inclusion (DEI) practices characterized by rigid demographic quotas and personnel controls [1][3]. Group 1: Lawsuit Details - The lawsuit was filed in the U.S. District Court for the Eastern District of Michigan and seeks damages exceeding $30 million for alleged violations of federal and state discrimination laws [5]. - The plaintiff, James Spilko, claims he was denied nearly 30 promotion opportunities over five years despite receiving exemplary performance reviews, highlighting a potential bias in the promotion process [4][5]. Group 2: Allegations Against Comerica - The complaint alleges that Comerica's DEI program includes corporate-level quotas that bypass merit-based hiring, with senior management compensation tied to these quotas [3]. - The lawsuit points out that 100% of business units met their DEI performance goals for multiple consecutive years, suggesting manipulation of outcomes to meet these goals [4]. Group 3: DEI Practices - The lawsuit describes specific practices such as rigorous monitoring to ensure "preferred demographics" are selected for leadership roles, adjusting job titles or performance ratings to align with quota requirements, and penalizing management for not meeting demographic targets [8].

Index Changes - S&P Dow Jones Indices will implement changes to the S&P MidCap 400 and S&P SmallCap 600 indices effective January 30 and February 2, 2026 [1][3] - TTM Technologies (TTMI) will be added to the S&P MidCap 400, replacing Civitas Resources (CIVI), which is being acquired by SM Energy [1][3] - Amneal Pharmaceuticals (AMRX) will be added to the S&P SmallCap 600, replacing TTM Technologies [1][3] - Dutch Bros (BROS), Advanced Energy Industries (AEIS), and American Healthcare REIT (AHR) will be added to the S&P MidCap 400 on February 2, 2026, with Comerica (CMA), Cadence Bank (CADE), and PotlatchDeltic (PCH) being removed [1][3] - Apellis Pharmaceuticals (APLS) and LegalZoom.com (LZ) will be added to the S&P SmallCap 600, replacing Advanced Energy Industries and Elme Communities (ELME), respectively [1][3] Acquisition Details - SM Energy is acquiring Civitas Resources, and the deal is expected to close soon, with SM Energy remaining in the S&P SmallCap 600 post-merger [3] - Rayonier is acquiring PotlatchDeltic, and will remain in the S&P MidCap 400 after the merger [3] - Fifth Third Bancorp is acquiring Comerica, which will also remain in the S&P MidCap 400 post-acquisition [3] - Huntington Bancshares is acquiring Cadence Bank, with Cadence being removed from the S&P MidCap 400 [3] - Elme Communities is undergoing liquidation activities, making it no longer suitable for the S&P SmallCap 600 [3]