Today: 9 November 2025
Subscribe
Browse Category

Banking News 29 October 2025 - 7 November 2025

Stripe’s $350B Fintech Fortune: JPMorgan’s Bold AI-Crypto Prediction

JPMorgan Chase Today: 13F Shows Bigger Bitcoin ETF Stake, Yodlee Data Pact, and BaFin’s €45M Fine — Nov 7, 2025

Dateline: New York — November 7, 2025. JPMorgan Chase & Co. (NYSE: JPM) featured prominently in Friday’s news cycle, filing its quarterly holdings report, expanding a long‑running data‑access partnership, and facing a record anti‑money‑laundering penalty in Germany. Below is a concise roundup of what changed today and why it matters to investors, customers, and the broader market. 1) Fresh 13F: What JPMorgan disclosed about Q3 holdings JPMorgan filed its Form 13F-HR for the quarter ended September 30, 2025. The filing lists 32,847 positions with an aggregate 13F value of ~$1.669 trillion, and was signed by Michael T. Lees on November
7 November 2025
 ·  ·  ·  ·  ·  · 
Commerzbank Q3 2025: Profit Misses Forecasts as Tax Bill Bites, But NII Outlook Rises and 9‑Month Operating Result Hits Record Amid UniCredit Pressure

Commerzbank Q3 2025: Profit Misses Forecasts as Tax Bill Bites, But NII Outlook Rises and 9‑Month Operating Result Hits Record Amid UniCredit Pressure

FRANKFURT — November 7, 2025. Commerzbank’s third‑quarter headline profit came in weaker than expected, but the bank raised its 2025 net interest income (NII) guidance and posted a record operating result for the first nine months—underlining CEO Bettina Orlopp’s push to keep the lender independent as Italy’s UniCredit builds its stake. Reuters+1 What happened in Q3 2025 Commerzbank reported €591 million in net profit for the quarter ended Sept. 30, down 7.9% year on year and below a €659 million consensus, largely because the effective tax rate jumped to 36% from 22% a year earlier and operating costs rose around
7 November 2025
 ·  ·  ·  · 
Fed Cuts Rates Amid Data “Fog” – Stocks Hit Record Highs as More Easing Likely

Fed Injects $125B in Five Days as Banks Tap SRF; John Williams Signals Balance‑Sheet Expansion Could Be Next (November 7, 2025)

Dateline — November 7, 2025. The Federal Reserve’s money‑market backstop has roared to life at month‑end and into this week. Banks drew on the Standing Repo Facility (SRF) in record size at the turn of October, part of a roughly $125 billion burst of short‑term liquidity across five trading days aimed at smoothing funding markets and averting a broader credit squeeze. Today, New York Fed President John Williams said the Fed may soon need to rebuild reserves by gradually purchasing assets—a technical step for liquidity management, not a policy pivot—after the Fed’s decision last week to halt quantitative tightening (QT) on December 1.  Federal Reserve+3The Economic Times+3ABC+3 What happened Why
7 November 2025
 ·  ·  ·  · 
Fed Cuts Rates Amid Data “Fog” – Stocks Hit Record Highs as More Easing Likely

Fed Liquidity Watch (Nov. 6, 2025): Record SRF Usage Fades After $50B Spike—What the “$125B in 5 Days” Headlines Really Mean for Banks and Markets

Published: November 6, 2025 Key takeaways What changed today (Nov. 6) As of Wednesday, Nov. 5 (the latest consolidated data), SRF usage collapsed to ~$82 million—split roughly $43 million Treasuries and $39 million MBS—after the early‑week spike. That sharp slowdown corroborates the view that month‑end frictions were the primary driver, not a sustained funding seizure. FRED+1 Separately, the Fed’s Oct. 29 policy shift—to stop QT on Dec. 1 and to reinvest MBS into T‑bills—continues to shape expectations that money‑market stress should gradually ease into year‑end as reserves stabilize. Reuters How we got here: A quick timeline What the SRF is—and
6 November 2025
 ·  ·  ·  · 
Dow Dips as Fed Fears Slam Tech Stocks – Hot Economic Data Rattles Wall Street (Sept 25, 2025)

Regional Banks Roar Back? Q3 Surprises, Mega‑Mergers—and the One Risk Still Haunting 2025

Key facts (updated Nov. 5, 2025): Q3 in one chartless glance: earnings stabilized, but credit is still a coin flip After two straight Fed cuts took the policy range down again in late October, the October Senior Loan Officer Opinion Survey painted a nuanced picture: tighter C&I standards on balance, but basically unchanged CRE standards and stronger demand for mortgages and HELOCs. In other words, lending isn’t shutting down, but banks are still protective—especially on business credit. Federal Reserve On the scoreboard, a sweeping Yahoo Finance/StockStory Q3 roll‑up of 94 regional lenders found revenues missed by ~1.2% versus consensus—yet the
5 November 2025
 ·  ·  ·  ·  ·  ·  ·  ·  ·  ·  ·  ·  · 
Westpac’s $7 Billion Windfall Ignites ASX Rally Despite Mining Slump – Nov 3, 2025

Westpac’s $7 Billion Windfall Ignites ASX Rally Despite Mining Slump – Nov 3, 2025

Market Overview: Indices End with Modest Gain Australian shares managed a slight rise on Monday, November 3, 2025, as the market shrugged off early weakness. The benchmark S&P/ASX 200 closed up 0.2% at 8,894.8 points indopremier.com, rebounding from morning lows. This marks a small advance following a tepid 0.4% gain for the entire month of October indopremier.com, indicating that the index remains near record-high territory. The broader All Ordinaries index of 500 companies was almost unchanged, dipping just 0.05% to 9,173.5 commbank.com.au. Overall, the market “finished roughly where it began” the day commbank.com.au, as strength in banking and tech shares
3 November 2025
 ·  ·  ·  · 
Election Day 2025: What’s Open, What’s Closed – Banks, Mail, Shipping and Surprises

Election Day 2025: What’s Open, What’s Closed – Banks, Mail, Shipping and Surprises

Election Day 2025: Not a Federal Holiday, But Some States Take the Day Off Election Day in the United States falls on Tuesday, November 4, 2025. Unlike holidays such as Veterans Day or Memorial Day, Election Day is not a federal holiday, so there is no nationwide work stoppage hindustantimes.com. On the federal level, government offices, agencies, and services remain open on their usual schedules. For most Americans, it’s a normal workday with the expectation that voting is done in between work or before/after hours. However, a number of state and local governments do treat Election Day as a holiday.
3 November 2025
 ·  ·  ·  ·  ·  ·  ·  ·  ·  ·  · 
Merger Showdown: Union Slams Crédit Agricole–Banco BPM Deal Over Job Cuts and “Deserted” Towns

Merger Showdown: Union Slams Crédit Agricole–Banco BPM Deal Over Job Cuts and “Deserted” Towns

Union Sounds Alarm on Bank Merger Italian bank workers’ union First CISL has delivered a stark warning about the rumored merger between Banco BPM and Crédit Agricole Italia. On October 31, the union publicly rejected the potential deal, saying it would come at a high social cost. “An eventual Crédit Agricole–Banco BPM operation will bring a new wave of branch closures [and] heavy cuts to jobs,” cautioned First CISL Secretary General Riccardo Colombani firstcisl.it. He stressed that hundreds of bank branches could shut if the two lenders combine, hurting not only bank employees but also local communities and small businesses
3 November 2025
 ·  ·  ·  · 
Stripe’s $350B Fintech Fortune: JPMorgan’s Bold AI-Crypto Prediction

JPMorgan Stock Surges Premarket: Key News, Trends & Forecast Before Monday Open (Nov 3, 2025)

JPMorgan Snapshot: Price, Performance & Returns JPMorgan’s stock has been one of the market’s top performers in 2025. Over the past 12 months it’s jumped nearly 38% barchart.com, far outpacing the S&P 500 and sector peers. This year alone (Jan–Oct 2025) it’s up ~29.1%, versus ~16% for the S&P barchart.com. As of Oct. 31 the shares traded around $311.12 stockinvest.us. With a market cap ~850 billion barchart.com, JPMorgan remains the largest US bank. The firm boasts strong fundamentals. It just announced a higher dividend ($1.50 per quarter) and a $50 billion buyback jpmorganchase.com – moves that underpin its shareholder-friendly policies. (For context,
2 November 2025
 ·  ·  ·  · 
Activist Investor Shocks Wall Street: $10.9B Comerica Sale Sparks Bank M&A Boom

Activist Investor Shocks Wall Street: $10.9B Comerica Sale Sparks Bank M&A Boom

Activist Investors Target Underperforming Banks Until recently, regional banks drew little activist attention. That changed when HoldCo Asset Management loudly challenged Comerica’s board. In July 2025 HoldCo issued a report warning that Comerica and other midsize banks had underperformed due to poor management decisions ts2.tech ts2.tech. Within weeks, Comerica’s management began formally exploring strategic options, leading to the Fifth Third deal. HoldCo’s founders Vik Ghei and Misha Zaitzeff explained that many regional bank CEOs were overpaid and under-delivering – and they vowed to “shame” boards into action (via proxy fights if necessary) intellectia.ai ts2.tech. After Comerica, HoldCo moved on: it
31 October 2025
 ·  ·  ·  ·  ·  ·  ·  ·  ·  ·  ·  ·  · 
Citi Stuns Markets by Slashing Loan Rate – See What’s Next for Borrowers & Stocks

Citi Stuns Markets by Slashing Loan Rate – See What’s Next for Borrowers & Stocks

Citi’s latest rate cut will directly reduce borrowing costs for its customers. For example, a $100,000 loan at the old 7.25% rate incurred about $7,250 in annual interest, versus $7,000 at the new 7.00% rate – a saving of roughly $250 per year news.ssbcrack.com. Banks typically adjust base or benchmark rates in line with changes in prime rates or funding costs. After the Fed cut rates, Citi’s move aligns its base rate with a U.S. prime of 7.00%. In India, with inflation low and growth forecasts solid (RBI now projects FY26 GDP ~6.8% pib.gov.in), lenders are looking to spur demand
30 October 2025
 ·  ·  ·  ·  · 
KeyCorp Slashes Prime Lending Rate to 7.00% – Here’s What Borrowers & Investors Need to Know

KeyCorp Slashes Prime Lending Rate to 7.00% – Here’s What Borrowers & Investors Need to Know

Fed Rate Moves and Prime Rate Last week’s Federal Reserve meeting delivered a 0.25% rate cut (its second this year), which immediately set off ripples across banking. In mid‑September, the Fed’s first cut prompted JPMorgan, Citigroup, Wells Fargo and others to trim their prime lending rates from 7.50% to 7.25% reuters.com. Now, following the Oct. 29 cut, banks are pushing prime down again. For example, Webster Bank (CT) confirmed a cut to 7.00% on Oct. 30 markets.ft.com. By rule of thumb, the prime rate moves roughly in step with Fed funds + 3%, so a Fed funds rate of 3.75–4.00%
29 October 2025
 ·  ·  ·  · 
1 2 3 … 5
Go toTop