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 ...

Taking my first trip ( airplane )Have a friend booking their first trip, and would like to know what is the ideal credit card to purchase it with.They are only booking flights ( no all inclusive or anything)They are thinking about buying Air Canada Giftcards at 10% off , or get a credit card with some perks ( looking for tips please ! ) or one of those birthday 25% off things .I do not think this will be a regular thing , but if they can save a little would be nice.Thanks rfd !Signature removed due to rule ...

The Consumer Financial Protection Bureau has scraped settlements with Apple and U.S. Bank (USBUB.UL) that were implemented under former President Joe Biden's administration, ending oversight requirements years early, according to court filings dated earlier this month. ...

By Chibuike Oguh and Canan Sevgili NEW YORK/LONDON (Reuters) -The U.S. dollar held steady against major peers on Tuesday as investors weighed commentary from Federal Reserve officials including Chair Jerome Powell, while the Swedish krona gained after the Riksbank delivered a hawkish 25-basis-point rate cut. The dollar was down 0.11% at 0.791 against the Swiss franc The euro was up slightly by 0.08% at $1.1812 while sterling was flat at $1.3517. Powell said the central bank needed to continue balancing ...

CNBC's Jim Cramer suggested that it can seem hard to make new investments in this market as the indexes soar to new heights. However, he said there still are relatively inexpensive stocks to be found, naming S&P 500 names in several sectors that stand out to him."Sometimes it can feel like there's nothing left to buy," he said. "When you do a little work, you can find a host of cheaper than average stocks with above average growth."Cramer first highlighted T-Mobile, noting that he's confident in the cell ne ...

Well, speaking of those record highs, as the tech and AI trade continue to power this rally, Deutsche Bank pointing out that equity positioning is at a one-mon high, but still only moderately overweight. Can a broadening rally carry the markets even higher. Well, joining us now to discuss is Bonson Group CIO David Bonson and Vanguard chief global economist Joe Davis.Great to have you both here. David, I'll start with you and that very question, can it carry the markets higher here. Well, it certainly can.Th ...

If you think it doesn't matter where you keep your savings, think again. There are several options for depositing your cash, each with different perks and limitations. If you choose a money market account (MMA), you'll have easy access to your money, but the interest rate on the account could drop at any time. With Treasury bills (AKA T-bills), the opposite is true: You can't access your money as easily, but your rate of return is guaranteed as long as you leave your money on deposit until the maturity da ...