格隆汇2月21日｜摩根大通已向法院提交请求，要求将特朗普就其账户被关闭提起的诉讼从迈阿密转移 至纽约联邦法院审理。该公司在提交的文件中表示，特朗普及其提起诉讼的多家企业在开户时书面同 意，任何争议都将在该银行总部所在地纽约进行诉讼。摩根大通还表示，由于此次争议与纽约存在压倒 性的联系，将案件移交符合公共利益。根据该银行提交的文件，涉案账户是在纽约开设的，管理这些账 户的银行家位于纽约，并且引发特朗普诉讼的所谓活动也发生在纽约。特朗普于今年1月起诉该银行及 其首席执行官杰米·戴蒙，索赔至少50亿美元，指控该行在其支持者于2021年1月6日袭击美国国会大厦 后，对他及其公司实施了"去银行化"。 ...

Photographer: Michael Nagle/Bloomberg JPMorgan Chase & Co. filed a request in court for President Donald Trump’s lawsuit over closure of his accounts to be moved from Miami to New York federal court. The bank said in a filing Friday that Trump and his various businesses that sued — 10 plaintiffs in all — agreed in writing when they signed up to open accounts that any disputes would be litigated in New York, where the bank is based. Most Read from Bloomberg JPMorgan also said the public interest weighs ...

"A股在经历了几次大牛市之后，这一次真正进入了'慢牛'阶段。"2月19日，摩根大通中国内地及香港地 区股票研究策略主管刘鸣镝做客智通财经"春水向东流——《首席连线》2026年市场展望"专题时指出， 与此前几次业绩达到周期性顶点、增量资金充裕但持续时间较短的牛市不同，本轮"慢牛"的核心逻辑在 于业绩温和持续向好，支持股指稳步上行。 刘鸣镝表示，基于摩根大通量化宏观指标，划分市场周期分为恢复（春）、扩张（夏）、降速（秋）、 收缩（冬）四个阶段，当前中国市场的业绩和经济增长处于"夏季"，整体趋势向好。 刘鸣镝认为，2025年中国资产凭借创新、"反内卷"及稳定的业绩表现崭露头角，2026年全球扩张仍处于 重要关口，"十五五"规划、业绩兑现度及行业轮动将成为影响人民币股票资产的关键变量。 中国资产三大亮点凸显 回顾2025年，刘鸣镝认为整体走势好于预期。全球经济增速高于年初预期，通胀与预期基本一致，财政 金融政策保持支持性，叠加人工智能相关硬件和基础设施的投资，整体趋势向好。MSCI世界股票指数 以美元计价的回报率达19.5%，表现最好的板块为通信服务（31%）和金融（26%），材料、工业、信 息技术板块回报率也接近2 ...

Core Viewpoint - JP Morgan predicts potential economic turbulence following the Supreme Court ruling that nullified President Trump's emergency tariffs, estimating that the U.S. government may need to refund up to $200 billion to businesses [1][4]. Group 1: Economic Impact - The Supreme Court's decision could lead to heightened trade uncertainty and reduced business spending, despite the Trump administration's intentions to revive tariffs through alternative legal means [1][4]. - The estimated amount at stake for refunds is between $150 billion and $200 billion, as noted by JP Morgan's economic policy researcher Michael Feroli [2]. - If refunds are passed on to consumers, the economic activity boost would be significant; however, if businesses retain the cash, the impact would be smaller [4]. Group 2: Legal and Corporate Actions - Major corporations, including Costco, J.Crew, Crocs, Goodyear, and EssilorLuxottica, have filed lawsuits seeking refunds in anticipation of the Supreme Court ruling [5]. - The ruling has remanded the issue of refunds to lower courts, leaving the full amount and timing of any rebates uncertain [2]. Group 3: Fiscal Implications - JP Morgan forecasts that legal rulings requiring the administration to refund duties could lead to a larger fiscal deficit in 2026, estimated at 6.6% of GDP, which translates to approximately $2.1 trillion based on current data [8]. - The fiscal deficit occurs when government spending exceeds tax revenue, contributing to national debt [8]. Group 4: Tariff System Outlook - The research indicates that the Trump administration may attempt to maintain the average effective tariff rate despite the ruling, using different legal authorities [11]. - The average effective tariff rate is projected to decrease from 9.4% in December to just over 4% without the IEEPA duties, indicating a significant realignment of tariffs across various products and countries [12].

JPMorgan taps CHIPS, defense officials for $1.5 trillion security initiative push, memo says | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]JPMorgan Chase logo is seen in this illustration taken January 22, 2026. REUTERS/Dado Ruvic/Illustration [Purchase Licensing Rights, opens new tab]- Companies[JPMorgan Chase & Co]FollowFeb 20 (Reuters) - JPMorgan Chase [(JPM.N), opens new tab] has appointed a group of senior leaders to advance ...

Key Takeaways JPMorgan's EU arm was fined EURO 12.18M by the ECB for misreporting capital requirements.Between 2019 and 2024, JPMorgan understated RWAs for 15 quarters, misclassifying corporate exposures.For 21 quarters, JPMorgan excluded CVA-related transactions, prompting a severe negligence finding.JPMorgan Chase’s (JPM) European arm, J.P. Morgan SE, has been fined €12.18 million ($14.32 million) by the European Central Bank (ECB) for incorrectly reporting its capital requirements. The action follows fin ...

A lender group led by JPMorgan Chase & Co. is preparing to raise $5.3 billion of debt to support Qualtrics International Inc.’s purchase of health-care survey firm Press Ganey Forsta, according to people familiar with the matter. The package is expected to comprise a $3.3 billion leveraged loan issued in US dollars and euros, while another $2 billion could be sold in the high-yield bond market or to private credit firms, said the people, who requested anonymity to discuss private deliberations. A deal cou ...

值得注意的是，这并非摩根大通首次因合规问题受到处罚。作为美国最大的银行之一，摩根大通在全球 范围内拥有庞大的业务网络，其合规管理理应成为行业标杆。然而，此次事件表明，即使是国际金融巨 头，在复杂的监管环境中也可能出现系统性失误。 摩根大通发言人的回应显得颇为谨慎，仅表示公司 已进行整改，并承诺未来将在资本充足方面保持"稳健审慎"态度。这种表态虽然承认了问题的存在， 但并未详细说明违规行为的具体原因和内部追责情况。 从监管角度看，欧洲央行此次处罚传递出明确信号： 对银行报告的准确性和透明度要求将越来越严 格。在2008年金融危机后，全球监管机构普遍加强了对银行资本充足率的监管，巴塞尔协议III等国际规 则对风险加权资产的计算提出了更高要求。欧洲央行此次重罚摩根大通，正是对这一监管趋势的延续和 强化。 欧洲央行重拳出击：摩根大通因违规报告遭1218万欧元罚款 欧洲央行近日对摩根大通欧洲子公司开出了1218万欧元的行政罚款，创下了该机构历史上最高罚单记 录。这一处罚源于摩根大通在2019年至2024年期间，长期违反资本报告规则，导致欧洲央行无法准确评 估其风险状况。 这一事件不仅暴露了国际银行在合规管理上的漏洞，也 ...

Key Takeaways JPMorgan will open 160 branches in 30 states in 2026, renovate hundreds and hire 1,100 staff.JPM targets underpenetrated markets to win checking and deposits, supporting recurring NII.JPM uses branches to cross-sell cards, mortgages, small-business and wealth.JPMorgan (JPM) is leaning into an old-school growth lever in a digital era: physical distribution. The bank plans to open more than 160 new branches across more than 30 U.S. states in 2026, paired with renovations of hundreds of existing ...

责任编辑：张俊 SF065 摩根大通 （JPM） 研究所发现，美国中型市场公司过去一年支付的关税增加了两倍，这些成本可能通 过提高价格、减少招聘或压缩利润率来消化。 责任编辑：张俊 SF065 摩根大通 （JPM） 研究所发现，美国中型市场公司过去一年支付的关税增加了两倍，这些成本可能通 过提高价格、减少招聘或压缩利润率来消化。 ...