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Banking Sector News 12 January 2026 - 24 January 2026

ANZ share price dips after Suncorp job cuts row as rate bets build into CPI week

ANZ share price dips after Suncorp job cuts row as rate bets build into CPI week

ANZ shares fell 0.5% to A$36.21 Friday as union opposition to Suncorp Bank job cuts heightened political scrutiny of the merger. The Finance Sector Union said 66 staff face layoffs, mostly in Brisbane. Traders shifted focus to upcoming inflation data and the Reserve Bank of Australia’s February rate decision. The Australian dollar hit a 15-month high after strong jobs data.
24 January 2026
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Bank of America stock (BAC) ticks up after-hours on 10% credit-card talk — what to watch Friday

Bank of America stock (BAC) ticks up after-hours on 10% credit-card talk — what to watch Friday

Bank of America shares rose 0.7% after hours to $52.45 following a Reuters report that the bank is considering new credit cards with a 10% interest rate. Citigroup is weighing similar products. The move comes as Trump set a Jan. 20 deadline for card issuers to cut rates, though no federal cap exists. Investors await signals from Washington and next week’s Fed meeting.
23 January 2026
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Australia stock market today: ASX 200 slips again as banks drag; Rio, gold stocks soften the blow

Australia stock market today: ASX 200 slips again as banks drag; Rio, gold stocks soften the blow

Australia’s ASX 200 fell 0.37% to 8,782.9, its third straight drop, as financial and real estate stocks slid 1.6%. Rio Tinto rose 2.6% after Pilbara shipments beat forecasts, while BHP shares dipped 2% on cost overruns and price concessions. Gold miners rallied, with Evolution Mining up 9.18% after strong output. Wall Street’s sharp fall and new US tariff threats hit risk appetite.
21 January 2026
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Polar Capital share price slips despite Deutsche Bank target hike as £15m buyback kicks off

Polar Capital share price slips despite Deutsche Bank target hike as £15m buyback kicks off

Polar Capital shares fell 0.96% to 619 pence in London on Monday, even as the company began a £15 million buyback after reporting a 6% quarterly rise in assets under management to £28.4 billion. Deutsche Bank Research raised its price target to 750 pence and maintained a “buy” rating. The buyback, managed by Deutsche Numis, will run through July 19 using existing cash reserves.
19 January 2026
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China Construction Bank A-shares slip — what matters before China’s big data dump and rate signals

China Construction Bank A-shares slip — what matters before China’s big data dump and rate signals

Shanghai, Jan 18, 2026, 04:03 GMT+8 — Market closed. China Construction Bank’s Class A shares on the Shanghai exchange slipped in the final session. The next catalyst is likely to be policy-driven rather than market action. The stock offers a glimpse into China’s credit cycle. When concerns flare over growth, property, and funding costs, large state banks usually feel the impact first. That’s crucial now as Beijing has lined up fresh targeted easing measures alongside a packed schedule of economic data early next week — both likely to quickly reshape forecasts for loan growth and bank margins. CCB shares ended
17 January 2026
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ICBC stock (601398) slips into China’s trading curbs and GDP week: what to watch next

ICBC stock (601398) slips into China’s trading curbs and GDP week: what to watch next

Shanghai, Jan 18, 2026, 00:17 CST — Market closed. Shares of Industrial and Commercial Bank of China Limited Class A (601398) closed Friday at 7.61 yuan, slipping 0.9%. The stock is set to draw attention once mainland markets reopen Monday. (TradingView) The timing is crucial. China’s securities regulator has pledged tougher oversight, while mainland exchanges plan to raise the minimum margin requirement for new borrowings from 80% to 100%, effective Jan. 19 — a clear move to curb leveraged stock purchases following a recent surge. (Reuters) Margin financing means borrowing to purchase shares. If the required cash deposit goes up,
17 January 2026
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ICICI Bank share price set for Monday test after profit miss and RBI loan review

ICICI Bank share price set for Monday test after profit miss and RBI loan review

Mumbai, Jan 17, 2026, 17:38 IST — The market has closed. ICICI Bank Ltd (ICICIBANK.NS) shares closed the week lower and are now gearing up for a key event: quarterly earnings due Saturday, during the market holiday. (Yahoo Finance) The bank reported a 4% drop in standalone net profit year-on-year, coming in at 11,317.86 crore rupees for the quarter ending Dec. 31, 2025. Net interest income — the difference between interest earned on loans and paid on deposits — increased by 7.7% to 21,932.2 crore rupees. The net interest margin held steady at 4.30%. (The Economic Times) Provisions surged past
17 January 2026
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Dow, S&P 500, Nasdaq end week lower — chip rally, bank jitters, and next week’s big tests

Dow, S&P 500, Nasdaq end week lower — chip rally, bank jitters, and next week’s big tests

New York, Jan 16, 2026, 18:57 EST — After-hours U.S. stocks finished Friday nearly unchanged, but all three major indexes logged weekly losses as the fourth-quarter earnings season kicked off. The Dow dropped 83.11 points, or 0.17%, to 49,359.33. The S&P 500 edged down 4.46 points, or 0.06%, to 6,940.01, while the Nasdaq slipped 14.63 points, also 0.06%, to 23,515.39. For the week, the S&P 500 fell 0.38%, the Nasdaq lost 0.66%, and the Dow declined 0.29%. Small caps held up, with the Russell 2000 closing at a fresh record high. “Most investors will take that as a win,” said
17 January 2026
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JPMorgan (JPM) stock rises after private-markets advisory launch as investors eye policy risk

JPMorgan (JPM) stock rises after private-markets advisory launch as investors eye policy risk

New York, January 16, 2026, 10:58 EST — Regular session Shares of JPMorgan Chase & Co climbed roughly 0.6% to $311.07 by late morning on Friday, following the bank’s announcement of a new advisory division focused on private-market fundraising. During the session, the stock fluctuated between $308.74 and $312.69. “Private markets are a strategic priority for J.P. Morgan,” said Anu Aiyengar, the bank’s global head of advisory and M&A. (Reuters) This shift highlights how Wall Street’s top lenders are hunting fees from firms staying private longer, tapping private equity and private credit investors rather than going public. For JPMorgan, it
16 January 2026
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Morgan Stanley stock jumps nearly 6% in premarket after earnings point to dealmaking rebound

Morgan Stanley stock jumps nearly 6% in premarket after earnings point to dealmaking rebound

New York, Jan 16, 2026, 06:04 EST — Premarket Morgan Stanley shares jumped 5.8% to $191.23 in U.S. premarket trading Friday, fueled by stronger-than-expected fourth-quarter profits. The Wall Street bank saw a boost from a surge in dealmaking fees. The report arrives early in earnings season, as investors assess whether the surge in mergers and stock-and-bond issuance can hold up. For major banks, the key question is straightforward: are clients genuinely ramping up spending, or is this just a short-lived spike before rates and political issues take a toll. Morgan Stanley reported earnings of $2.68 per share, beating estimates of
16 January 2026
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Morgan Stanley stock slips before earnings as Wall Street digests big-bank signals

Morgan Stanley stock slips before earnings as Wall Street digests big-bank signals

New York, Jan 14, 2026, 19:05 EST — After-hours Morgan Stanley (MS.N) shares dropped 1.1% to close Wednesday at $180.78, then held steady in after-hours trading ahead of the bank’s quarterly earnings report set for Thursday morning. The report is crucial as Wall Street seeks to determine if the boost from increased market activity and revived deal flow is widespread or limited to select big players. For Morgan Stanley, the focus boils down to two areas: trading and wealth management. Investors are reevaluating the bank sector after a rally that’s tightened margins for error. U.S. stocks dipped once more on
15 January 2026
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Rocket Companies stock slips after JPMorgan restarts coverage; CPI next in focus

Rocket Companies stock slips after JPMorgan restarts coverage; CPI next in focus

New York, Jan 12, 2026, 13:19 ET — Regular session Rocket Companies, Inc. shares fell roughly 1.6% to $22.91 in early Monday trading after JPMorgan brought back coverage, assigning a Neutral rating and a $24 price target. The stock hit $23.49 earlier, with volume around 18 million shares. (Investing.com) This matters since Rocket’s business hinges on mortgage demand, which can shift fast with interest rates. When rates drop, refinancing often picks up as homeowners swap out old loans. But when rates climb, both refinancing and home purchases typically slow down. Monday’s brokerage call comes as traders juggle inflation data and
12 January 2026
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Stock Market Today

GSK share price set for Monday watch after EU clears Nucala COPD use

GSK share price set for Monday watch after EU clears Nucala COPD use

7 February 2026
GSK shares closed Friday up 0.83% at a 52-week high after the EU approved Nucala for certain uncontrolled COPD patients. Insider filings showed chairman Jonathan Symonds bought 2,500 shares while executive David Redfern sold 100,000. The FTSE 100 rose 0.6%. Broker ratings on GSK remained mixed.
Aye Finance IPO: Rs 454-crore anchor haul follows valuation cut below last round

Aye Finance IPO: Rs 454-crore anchor haul follows valuation cut below last round

7 February 2026
Aye Finance raised Rs 454.5 crore from 19 anchor investors ahead of its Feb 9 IPO, pricing shares at the top of a Rs 122–129 range. The company’s profit fell 40% to Rs 64.3 crore in the six months to September as bad loans rose to 4.85%. The IPO values Aye at about Rs 3,200 crore, below its last private round. Major investors include Nippon Life India and Goldman Sachs funds.
BAT share price closes near 52-week high as buyback rolls on ahead of results week

BAT share price closes near 52-week high as buyback rolls on ahead of results week

7 February 2026
British American Tobacco shares closed up 1.2% at 4,609 pence Friday, near a 52-week high. The company disclosed further share buybacks and management share purchases ahead of its Feb. 12 full-year results. BAT bought 121,668 shares for cancellation on Feb. 5. Investors await updates on nicotine alternatives and cash returns.
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