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On Friday January 14, 2011, 5:50 pm EST

Gov't and AIG announce plan to end federal stake

NEW YORK (AP) -- The government and AIG, the giant insurer rescued with $182 billion at the depths of the 2008 financial meltdown, announced a plan Friday to end taxpayer involvement in the company over the next two years.

As part of the plan, AIG paid back its $21 billion outstanding balance to the New York branch of the Federal Reserve. The Treasury Department will now own a 92 percent stake in the company and begin unloading stock on the open market in March.

The rescue package for American International Group Inc., which included loans and guarantees, was the largest of any U.S. company that accepted government help during the September 2008 financial crisis.

At the time, federal officials worried that a collapse of AIG, which worked with hundreds of financial institutions around the world, would be a death blow to already fragile credit markets and possibly bring down the financial system itself.

The insurer became a touchstone for public outrage over excessive risk on Wall Street.

Under the plan announced Friday, the government will sell its stock over two years as market conditions allow.

Industrial production rises by most in 5 months

WASHINGTON (AP) -- Industrial production rose in December by the largest amount in five months, providing the economy with solid momentum heading into the new year.

Activity at the nation's factories, mines and utilities increased 0.8 percent last month, the Federal Reserve said Friday. Industrial production was up in every month but one in 2010.

Overall industrial activity has risen 11 percent since hitting its recession low in June 2009. But it is still 6 percent below its peak reached in September 2007.

Factory production, the biggest slice of industrial output, rose 0.4 percent, the sixth straight monthly increase. Makers of computers and electronic products, clothing and leather, chemicals and other products were among the industries seeing gains. But auto production dipped.

Jeffrey Lacker, president of the Federal Reserve Bank of Richmond, said in a speech Friday that recent economic activity suggests the economic recovery is through its soft patch. He said he expects stronger growth this year, between 3.5 percent and 4 percent.

JPMorgan Chase's income jumps 47 percent

NEW YORK (AP) -- JPMorgan Chase & Co. pleased investors Friday with news that it will raise its dividend soon, pending approval from the Federal Reserve. The bank also reported that its income jumped 47 percent in the final three months of 2010 as fewer customers defaulted on their loans.

The Fed has asked all of the top U.S. banks to send detailed reports on their finances as part of the central bank's annual assessment of their health. The Fed is expected to complete its study of those plans by March, at which time it could give permission to some banks to raise their dividends.

Most U.S. banks slashed their dividends during the financial crisis in order to conserve cash. After almost two years of solid profits and building up capital, banks like JPMorgan are ready to resume paying the larger dividends that investors are accustomed to. JPMorgan's CEO Jamie Dimon has suggested that the bank could raise its annual dividend from 20 cents per share to as much as $1 if the Fed allows.

The New York bank earned $4.83 billion, or $1.12 per share, as the company set aside less money to cover loan losses. That compares with $3.28 billion, or 74 cents a share, during the same quarter last year. Analysts surveyed by FactSet forecast the bank would earn $1 per share.

China raises bank reserve rate to curb inflation

BEIJING (AP) -- China's central bank has raised the amount of money banks must keep on reserve for the seventh time in a year, in its latest move to counter inflation.

The central bank on Friday ordered state-owned banks to set aside an additional 0.5 percent of deposits as reserves, effective Jan. 20. Reserves vary by institution but could be close to 20 percent for the biggest commercial lenders.

China's inflation rate jumped to a 28-month high of 5.1 percent in November.

Mindful of the political turmoil linked to past bouts of inflation, Beijing is trying to curb a flood of money in the world's second largest economy following a lending spree triggered by stimulus aimed at fighting the global financial crisis.

GM completes stock contribution to pension plans

DETROIT (AP) -- General Motors Co. has pumped another $2 billion into its underfunded U.S. pension plans by giving them 60.6 million shares of common stock.

The contribution comes on top of $4 billion in cash that the Detroit company paid into the plans in December.

The moves cut $6 billion off a $27.4 billion pension liability that was on the company's books. As of Dec. 31, 2009, the U.S. salaried and hourly plans were $17.1 billion short of their obligations, while GM's non-U.S. pension plans were $10.3 billion short. The plans will be revalued as of the end of 2010, and the shortfalls should be far lower due to the contributions and investment growth in the past year.

GM said the earlier $4 billion contribution came from its cash reserves. The company announced plans to make the cash and stock contributions in October. Its executives have said their goal is to become debt free so they can better weather future economic downturns.

GM has made an impressive turnaround since its 2009 trip through bankruptcy protection. The company made $4.2 billion in the first three quarters of last year and is expected to post a fourth-quarter profit in the coming weeks.

Russian state-owned oil firm takes stake in BP

LONDON (AP) -- British oil company BP announced Friday night that Russia's state-owned oil firm Rosneft will take 5 percent of BP's ordinary voting shares in a major stock swap.

In exchange, Rosneft will give BP about 9.5 percent of its shares, BP said. Rosneft chairman and Russian deputy prime minister Igor Sechin said the deal was worth about $8 billion.

The agreement follows the disastrous spill off the coast of the U.S. last year. The company has been selling off many of its assets to raise costs to pay for billions of dollars of liability stemming from the spill, the worst environmental disaster in U.S. history.

While it is not clear if this Russian venture is connected, it does give BP access to cash and new areas of the world to explore for oil at a time when there are concerns about the future ability to drill offshore in U.S. waters.

The deal was announced at a new conference in London by leading Russian politicians and oil executives from both companies, including BP chief executive officer Bob Dudley.

Holiday spending "record" not as good as it looks

Holiday spending reached the highest level on record last year, but that news isn't as good as it sounds.

The $462 billion in holiday spending reported by a trade group on Friday handily tops the $453 billion peak reached in 2007, before the economy took a nosedive. Take a closer look, though, and you'll find these figures don't tell the whole story.

Just because Americans spent more this holiday season doesn't mean they bought more. That button-down shirt you bought your father in 2010 probably cost more than it would have three years ago. But the government figures on which the National Retail Federation bases its holiday sum do not take into account rising prices. Although inflation has been tame over the past few years, holiday spending would have had to clear $478 billion to signify spending was back to pre-recession levels.

That's not all.

The population of the U.S. has grown by 8 million people since the previous record was set. That means there were millions more shoppers in stores this Christmas, driving up the sales total. But the average spending per person is still lower than it was a few years ago, suggesting consumers are still slower to pull out their wallets.

Regulators shut small Georgia bank; 3rd this year

WASHINGTON (AP) -- Regulators have shut down a small bank in Georgia, the third closure of 2011 following last year's toll of 157 banks brought down by the weak economy and soured loans.

The Federal Deposit Insurance Corp. on Friday took over Oglethorpe Bank of Brunswick, Ga., with $230.6 million in assets and $212.7 million in deposits. Bank of the Ozarks, based in Little Rock, Ark., agreed to assume the assets and deposits of the failed bank.

The failure of Oglethorpe Bank is expected to cost the deposit insurance fund $80.4 million.

By The Associated Press

The Dow Jones industrial average gained 55.48 points, or 0.5 percent, to 11,787.38. The Standard & Poor's 500 index rose 9.48, or 0.7 percent, to 1,293.24. The Nasdaq rose 20.01, or 0.7 percent, to 2,755.30.

Benchmark oil for February delivery rose 14 cents to $91.54 a barrel on the New York Mercantile Exchange.

In other Nymex trading in February contracts, heating oil rose 3.61 cents to $2.6452 a gallon, gasoline futures gained 4.87 cents to $2.4946 per gallon and natural gas futures added 7.3 cents to $4.48 per 1,000 cubic feet.

Brent crude gained 62 cents to $98.65 a barrel on the ICE Futures exchange in London.

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