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2022-04-17

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Judging from the quarterly reports of major Wall Street banks, how big is the impact of the Russia-Ukraine conflict?

华尔街各大行本周详细列出了俄乌冲突造成的数十亿美元潜在损失，同时警告称，他们认为冲突所引发的市场动荡看不到尽头。最先公布财报数据的是摩根大通，由于俄乌冲突、高通胀和供应链问题，该行2022第一季度利润

Judging from the quarterly reports of major Wall Street banks, how big is the impact of the Russia-Ukraine conflict?

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The first to announce financial report data is<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>, the bank's profit in the first quarter of 2022 fell 42% year-on-year due to the Russia-Ukraine conflict, high inflation and supply chain issues.</p><p>Following the earnings report, JPMorgan shares fell 3.2% to $127.30. The stock has fallen about 20% this year, far outpacing the S&P 500's 7% decline.</p><p>JPMorgan CEO Jamie Dimon said on the bank's first-quarter results conference call:</p><p>\"With the high inflation in the United States and the impact of the Russia-Ukraine conflict, people should be wary of a recession in the United States. Under no circumstances can I predict that the market will not fluctuate significantly.\" JPMorgan Chase said it has set aside about $300 million to cover the impairment of loans related to Russia, including a one-time loss of $524 million. The company also said that US $120 million of it was the loss caused by the long-short war between London and Nickel some time ago.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Said it posted a net loss of about $300 million on investments related to Russia and Ukraine. According to Goldman Sachs' disclosure in February this year, its exposure to Russia was $650 million.</p><p>According to the Financial Times, Goldman Sachs CEO David Solomon said:</p><p>\"Traders will have to make decisions in a new political environment, with the Russia-Ukraine conflict further complicating the geopolitical landscape and creating additional uncertainty that I expect to continue beyond the end of the conflict.\"<a href=\"https://laohu8.com/S/C\">Citigroup</a>The group has been trying to sell its retail business in Russia. The bank said its potential losses could be as high as $2.5 billion to $3 billion, and Citibank will set aside $1 billion in loan loss reserves to cope with the shock.</p><p>Citi chief financial officer Mark Mason told the Financial Times:</p><p>\"This is an unstable situation and the ability to exit these businesses will really depend on how the environment evolves.\"<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Said the company's direct exposure to Russia was \"limited\". Because before the Russia-Ukraine conflict, the company gave up its banking license in Russia.</p><p>In addition to the banking business, the investment business has also felt the impact of the Russia-Ukraine conflict, especially the stock underwriting business, which is currently slowing down. Investment banking revenue at Citigroup, Morgan Stanley, Goldman Sachs and JPMorgan Chase fell 43%, 37%, 36% and 32% respectively.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Judging from the quarterly reports of major Wall Street banks, how big is the impact of the Russia-Ukraine conflict?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJudging from the quarterly reports of major Wall Street banks, how big is the impact of the Russia-Ukraine conflict?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-04-15 16:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Major Wall Street banks this week detailed billions of dollars in potential losses from the Russia-Ukraine conflict, while warning that they see no end in sight to the market turmoil caused by the conflict. The first to announce financial report data is<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>, the bank's profit in the first quarter of 2022 fell 42% year-on-year due to the Russia-Ukraine conflict, high inflation and supply chain issues.</p><p>Following the earnings report, JPMorgan shares fell 3.2% to $127.30. The stock has fallen about 20% this year, far outpacing the S&P 500's 7% decline.</p><p>JPMorgan CEO Jamie Dimon said on the bank's first-quarter results conference call:</p><p>\"With the high inflation in the United States and the impact of the Russia-Ukraine conflict, people should be wary of a recession in the United States. Under no circumstances can I predict that the market will not fluctuate significantly.\" JPMorgan Chase said it has set aside about $300 million to cover the impairment of loans related to Russia, including a one-time loss of $524 million. The company also said that US $120 million of it was the loss caused by the long-short war between London and Nickel some time ago.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Said it posted a net loss of about $300 million on investments related to Russia and Ukraine. According to Goldman Sachs' disclosure in February this year, its exposure to Russia was $650 million.</p><p>According to the Financial Times, Goldman Sachs CEO David Solomon said:</p><p>\"Traders will have to make decisions in a new political environment, with the Russia-Ukraine conflict further complicating the geopolitical landscape and creating additional uncertainty that I expect to continue beyond the end of the conflict.\"<a href=\"https://laohu8.com/S/C\">Citigroup</a>The group has been trying to sell its retail business in Russia. The bank said its potential losses could be as high as $2.5 billion to $3 billion, and Citibank will set aside $1 billion in loan loss reserves to cope with the shock.</p><p>Citi chief financial officer Mark Mason told the Financial Times:</p><p>\"This is an unstable situation and the ability to exit these businesses will really depend on how the environment evolves.\"<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Said the company's direct exposure to Russia was \"limited\". Because before the Russia-Ukraine conflict, the company gave up its banking license in Russia.</p><p>In addition to the banking business, the investment business has also felt the impact of the Russia-Ukraine conflict, especially the stock underwriting business, which is currently slowing down. Investment banking revenue at Citigroup, Morgan Stanley, Goldman Sachs and JPMorgan Chase fell 43%, 37%, 36% and 32% respectively.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3657036\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"BK4581":"高盛持仓","BK4127":"投资银行业与经纪业","C":"花旗","MS":"摩根士丹利","BK4504":"桥水持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4207":"综合性银行","JPM":"摩根大通","BK4566":"资本集团","BK4550":"红杉资本持仓","GS":"高盛","BK4534":"瑞士信贷持仓","BK4552":"Archegos爆仓风波概念"},"source_url":"https://wallstreetcn.com/articles/3657036","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227605494","content_text":"华尔街各大行本周详细列出了俄乌冲突造成的数十亿美元潜在损失，同时警告称，他们认为冲突所引发的市场动荡看不到尽头。最先公布财报数据的是摩根大通，由于俄乌冲突、高通胀和供应链问题，该行2022第一季度利润同比下降42%。财报发布后，摩根大通股价下跌3.2%至127.30美元。该股今年已下跌约20%，远超标准普尔500指数下跌的7%。摩根大通首席执行官Jamie Dimon在该行第一季度业绩电话会上表示：“随着美国通货膨胀的居高不下和俄乌冲突影响，人们应该警惕美国经济衰退。任何情况下我都无法预测市场不会出现大幅波动。”摩根大通表示，已拨备约3亿美元以弥补与俄罗斯有关的贷款的计提减值，其中一次性计提损失5.24亿美元。该公司还表示其中的1.2亿美元，是前段时间伦镍多空大战中所造成的损失。高盛表示，其与俄罗斯和乌克兰相关的投资出现了约3亿美元的净亏损。根据今年2月高盛的披露，其在俄罗斯的敞口为6.5亿美元。据金融时报，高盛首席执行官David Solomon表示：“交易员将不得不在新的政治环境中做出决策，俄乌冲突使地缘政治格局进一步复杂化，并造成了额外的不确定性，我预计这种不确定性将持续到冲突结束之后。”花旗集团一直试图出售其在俄罗斯的零售业务。该行表示，其潜在损失可能高达25亿至30亿美元，花旗银行将拨出10亿美元贷款损失准备金，以应对冲击。花旗首席财务官Mark Mason对金融时报表示：“这是一个不稳定的形势，退出这些业务的能力实际上将取决于环境的发展。”摩根士丹利表示，该公司对俄罗斯的直接敞口“有限”。因为在俄乌冲突之前，该公司就放弃了在俄罗斯的银行牌照。除了银行业务，投资业务也感受到了俄乌冲突的影响，尤其是股票承销业务，目前正在放缓。花旗、摩根士丹利、高盛和摩根大通的投行业务收入分别下降43%、37%、36%和32%。","news_type":1,"symbols_score_info":{"C":0.9,"GS":0.9,"JPM":0.9,"MS":0.78}},"isVote":1,"tweetType":1,"viewCount":2230,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}