没有谁是投资天才，再好的投资体系都需要不断地在实战中加以练习。要想遏制思维惯性和主观臆断，首先要树立一个理念： 每笔投资都是一次试错 。 这就是一种概率思维，不要在每次入场前都信心百倍，而要在入场前先想好"错了该如何应对"。 ——笔记哥《应对》 【笔记20250923— 股债双杀（-公募销售费用会议纪要引担忧-午后股市反弹+资金面均衡偏松=小上)】 资金面均衡偏松，长债收益率小幅上行。 央行公开市场开展2761亿元7天期逆回购操作，今日有2870亿元7天期逆回购到期，净回笼109亿元。 资金面均衡偏松，资金利率微幅回落，DR001在1.41%附近，DR007在1.48%附近。 | | | | 银行间资金 | (2025.09.23) | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 回购代码 | 加权利率 | 变化 | 利率走势 | 应尚利率 | 变化 | 成交量 | 变化量 (亿 | 成交量占 | | | (%) | (bp) | (近30天) | (%) | (bp) | (亿元) | 元) | 比 (%) | | R0 ...

The Consumer Financial Protection Bureau reportedly ended settlements with Apple and U.S. Bank, putting a stop to monitoring that was initially set to last for years.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. ...

BaFin-regulated Bullish Europe has become the first crypto exchange to offer Societe Generale – FORGE’s stablecoin dubbed the USD CoinVertible (USDCV). By taking this step, the digital asset trading and custody service provider is expanding access to regulated crypto assets. The usdcv token and target investors Bullish Europe has inked a strategic partnership with Societe Generale – FORGE, a digital asset subsidiary of the Societe Generale Group. This deal has now made the exchange the first to offer S ...

ST. LOUIS, Sept. 23, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced a major expansion of its Venture Banking team, welcoming a new group of senior bankers, formerly from Silicon Valley Bank, who bring deep expertise across the life sciences and healthcare ecosystem. This strategic move reinforces Stifel’s commitment to supporting innovation-driven companies and investors in sectors such as biotech, diagnostics and tools, medical devices, and healthtech. The new hires are led by M ...

Collaboration combines bitcoin rewards with Stripe’s global issuing infrastructure and Visa’s scale and securityPHOENIX, Sept. 23, 2025 (GLOBE NEWSWIRE) -- Fold Holdings, Inc. (NASDAQ: FLD) (“Fold” or the “Company”), a bitcoin financial services company making it easy for individuals and businesses to earn, save, and spend bitcoin through everyday financial tools, today announced it has selected Stripe, the programmable financial services company, to power the upcoming launch of the Fold Bitcoin Credit Card ...

A few things are happening here. So since September of last year, one year later, the Fed has now reduced rates by 125 basis points. Yep.And that brings us to 4 and a quarter 4 to 4 and a quarter. The Fed no doubt will go to a neutral rate, which is 3%. So they have 125 basis points to go.So only at the halfway mark. So that's the first thing. It's only eased one time this year.But they have a lot more to go because jobs are slowing. And more importantly, the neutral rate is much lower than the rate we have ...

黄金和加密货币在短期内走势迥异，但德意志银行认为，两者未来几年有望并肩发展。 报告称："我们相信加密货币（比特币）还有更大的上涨空间。" "到2030年，央行资产负债表上可能同时出现黄金和比特币的身影，"德银分析师Marion Laboure与 Camilla Siazon在最新报告中写道。 这一乐观判断出现在比特币周一跌破11.3万美元之后，而黄金当天则创下每盎司3703美元的历史新高。 这种背离走势凸显出加密货币等高风险资产与传统避险资产的短期差异。 德银指出，交易员正在权衡地缘政治紧张局势、美联储降息预期以及其独立性问题，这些因素都推动了 黄金的需求。 尽管如此，德银的报告强调，2025年对黄金和比特币而言都是"极佳的一年"。 黄金需求依然强劲，主要受央行增持和投资者对稳定价值储存手段的需求推动。 世界黄金协会今年公布的一项调查显示，43%的央行预计未来12个月将增加黄金储备，95% 预期全球央行储备规模会上升。 比特币虽然在周一回调，但整体表现仍具韧性。德银分析师称，比特币在8月创下新高后，波动率降至 历史低位，表明机构投资者接纳度持续提升。 目前已有逾180家公司将加密货币纳入资产负债表，其中最著名 ...

Submitted by Brent Johnson, courtesy of MacroAlchemist.comInvestor Euphoria & The Anatomy of a Market CrashExecutive SummaryMarkets move in cycles of innovation and speculation, and the present surge in artificial intelligence is no exception.Today’s AI boom displays nearly all the features that have defined past bubbles—soaring valuations, concentrated flows of capital, euphoric investor sentiment, and media narratives that reinforce expectations of unstoppable growth. By most measures, the parallels exten ...

Global EM Strategist Investors Remix USD but the Track Is Unchanged Feedback from our client conversations suggests views on USD have become much more two-way. The idea that the US economy is picking up is increasingly popular, with more mixed positioning on USD the result. We have not changed our tune though, and the bullish track for EM local markets is intact. Key Takeaways September 22, 2025 06:10 PM GMT Must reads from Global EM Strategy EM Sovereign Credit Strategist – Rolling With It | 22-Sep-2025 No ...

22 September 2025 | 9:44PM HKT Economics Research China: PBOC Affirms Data-Based Approach to Monetary Policy Bottom line: PBOC Governor Pan Gongsheng signaled a data-dependent approach despite the Fed's September rate cut, during a joint press conference with major financial regulators. While the line-up of speakers sparked speculation of imminent easing similar to last September, Governor Pan clarified that short-term policy adjustments were not on the agenda of this meeting. His emphasis on balancing fina ...