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Etherealize CEO: $16tn mortgage market primed for Ethereum treatment
DL News· 2025-09-25 10:21
Vivek Raman is taking aim at tokenising more than just stocks and bonds.Enterprise privacy, however, has emerged as a key hurdle.Likewise, market structure rules in limbo could slow Etherealize.Ethereum is coming for the $16 trillion mortgage market.At least if Vivek Raman, CEO of Ethereum lobby group Etherealize, has anything to say about it. Having spent the first year of the company’s life educating Wall Street giants on the merits of blockchain tech, Raman and his team are taking aim at tokenising an ev ...
香港固定收益及货币市场路线图公布
新华财经· 2025-09-25 09:43
(文章来源:新华财经) 新华财经北京9月25日电香港证监会行政总裁梁凤仪与香港金融管理局总裁余伟文25日联合发布《固定 收益及货币市场发展路线图》。 第一,债券一级市场。作为亚洲国际债券发行中心,香港将继续推动市场发展。政府将通过债券计划持 续提供基准产品引领创新,吸引更多投资者与发行人。同时,金管局将完善"南向通",让更多内地投资 者更广泛、更深入地参与香港债券市场。 第二,人民币业务。香港是全球最大的离岸人民币中心,在人民币国际化中扮演重要角色。金管局将扩 大离岸人民币业务范围,完善流动资金安排,并推出新工具。例如,人民银行副行长宣布的跨境回购安 排将很快公布。金管局还将与香港证监会合作,拓展人民币计价产品的覆盖范围,如鼓励更多发行人推 出人民币柜台股票。 第三,科技创新。面对全球金融格局变化,香港需要兼顾稳健与前瞻性。金管局将自主研发新一代金融 基础设施,推动数字债券的发行与支付,并会同财政司等部门研究香港法律与监管制度,探索优化措 施,进一步推动数字债券发展,相关细节预计明年年中公布。 余伟文同时提到,人民银行邹澜副行长今天的讲话也宣布了一系列新措施,有助于提升市场流动性,包 括在香港挂牌人民币国债期 ...
Trump's Plans To Scrap Quarterly Earnings 'A Bad Idea,' Says Larry Summers: 'Accountability' Has Been Key To Success Of American Markets - BlackRock (NYSE:BLK)
Benzinga· 2025-09-25 05:59
Former Treasury Secretary Lawrence Summers has criticized the idea of eliminating quarterly earnings reports, a policy proposal floated by President Donald Trump in a Truth Social post last week.US Markets Built On ‘Accountability And Transparency’On Wednesday, in a post on X, Summers called the plan to scrap quarterly earnings releases “a bad idea whose time should never come.”He said that America's capital markets have thrived precisely because of their “accountability and transparency,” adding that “freq ...
B of A: Investors Are Cycling Out of Large Cap and Growth Stocks: Here's What They're Buying Instead
Yahoo Finance· 2025-09-25 02:14
A September to remember for equities, which has seen all four major U.S. equity benchmarks notch record highs, is giving U.S. investors an excuse to exit their winners and seek the sureties of diversification, per a new note from Bank of America (BAC) . On Wednesday, BofA Securities said that individual large cap stocks saw net outflows of $5.2 billion, the largest weekly outflows since Oct. 2024. Clients of the bank were "net sellers of U.S. equities for the second straight week." Hedge funds, instituti ...
Global Markets Navigate Geopolitical Tensions, US Shutdown Threat, and China’s Bond Market Expansion
Stock Market News· 2025-09-25 02:08
Key TakeawaysChina's central bank is aggressively promoting its burgeoning bond market, which has reached 192 trillion yuan, by expanding access for foreign investors and enhancing market efficiency.The White House budget office has instructed federal agencies to prepare for potential mass firings amid the looming threat of a government shutdown.Geopolitical tensions remain high with Chinese military aircraft and naval vessels spotted near Taiwan waters, while President Trump expresses "incredibly impatient ...
India ready for investment turnaround
BusinessLine· 2025-09-25 01:00
The recent reaffirmation of faith by global rating agencies in India has vindicated the Indian sovereign’s structural resilience, built painstakingly in the last few years. This is the broader truth that prevails over the cacaphony on the trade front. To ensure that wealth is redistributed and opportunities are democratised, there has been a barbell strategy in full swing. This includes facilitating a slew of reforms across policy and regulatory spheres that strengthen the myriad pillars of ‘ease of busines ...
Global Economic Crossroads: Tariffs Loom, Fed Cautious, and Housing Slows Amid Geopolitical Shifts
Stock Market News· 2025-09-24 21:08
贸易政策与关税影响 - 美国根据《贸易扩展法》第232条启动调查,可能对机器人、工业机械和医疗设备进口征收10%至25%的新关税 [3][6] - 潜在的关税旨在提振国内制造业,但预计将增加成本并扰乱受影响行业的全球供应链 [3][6] - 医疗机器人公司直觉外科(ISRG)已承认关税对其2025年收益构成“重大风险”,可能将增加的成本转嫁给医疗提供商或承受利润率下降的冲击 [3] 美联储货币政策 - 旧金山联储主席戴利表示美国经济仍需货币政策支持,同时强调劳动力市场强劲且衰退风险低 [4][6] - 戴利指出,排除关税影响后,通胀水平温和,徘徊在2.4%至2.5%左右 [4][6] - 美联储对进一步降息持谨慎态度,将最近的降息描述为一项“保险”措施,反映了其在支持就业和确保物价稳定之间的微妙平衡 [4] 房地产市场动态 - 建筑商KB Home(KBH)将其2025年全年营收预期大幅下调至63亿美元至65亿美元区间,低于此前预测 [5][6] - 此次下调源于弱于预期的春季销售季,消费者信心持续不足,以及承受能力挑战、持续高企的抵押贷款利率和宏观经济不确定性 [5][6] - 公司报告其财年第一季度订单量令人沮丧地下降了17%,这影响了其股价表现 [5] 银行业务调整 - 花旗集团(C)已同意将其墨西哥零售银行部门Banamex的25%股权出售给当地商人Fernando Chico Pardo,这是其计划将该资产公开上市的重要一步 [6][7] - Banamex是墨西哥按总资产计算的第四大金融集团,此举标志着花旗集团在精简其全球运营的重组努力中取得进展 [7] 地缘政治评论 - 巴西总统卢拉强调恢复与美国和谐的重要性,并赞扬中国在能源转型方面的进步 [6][8] - 卢拉对加沙局势表示深切关注,明确称其为针对手无寸铁人民的“种族灭绝”而非战争,并呼吁在联合国安理会进行改革 [8]
Stocks cool, commodities stir
Yahoo Finance· 2025-09-24 21:03
美元走势 - 美元短期技术前景黯淡 空头头寸减少为交易员再次看跌提供空间[1] - 美元周三升至两周高点 创三周最大涨幅 上周曾跌至2022年2月以来最低水平[2] - 美元全线上涨 对欧洲新兴市场货币匈牙利福林和捷克克朗涨幅最大[4] - 美元上涨因投资者消化美联储主席鲍威尔对进一步降息的谨慎言论[6] 美联储政策与独立性 - 美联储今年隐含降息次数从两次减少至一次可能是多头最大希望[1] - 美联储独立性争议延伸至美元互换额度 这是危机时期向其他央行提供的流动性生命线[6][8] - 美元互换额度是防止金融条件严重紧缩、美元无序走强和全球压力时期市场动荡的关键工具[11] - 美联储与五大央行(欧洲央行、日本央行、英国央行、瑞士央行和加拿大央行)设有常备美元互换额度 已终止2008年和2020年危机时与其他九国央行的临时额度[10] - 政治压力可能影响美元互换额度决策 证据表明与美国政治结盟程度影响2008年和2020年获得互换额度的可能性[21] 加密货币市场 - 萨尔瓦多加密巨头Tether正洽谈通过私募筹集高达200亿美元 公司估值可能达5000亿美元[3] - 加密ETF将在美国市场大量涌现 因监管机构简化审批流程[5] 大宗商品 - 油价跳涨3% 创7月以来最佳单日表现 因美国原油库存意外下降且伊拉克、委内瑞拉和俄罗斯出口问题导致供应紧张[7] - 布伦特原油接近每桶70美元 现仅较一年前下跌6% 而4月份跌幅近30%[7] - Comex铜价上涨4% 因Freeport McMoRan宣布不可抗力[4] 股票市场 - 沙特股市创五年来最佳单日表现 台湾股市创新高 中国上涨1% 阿根廷再涨1.5% 华尔街收跌[4] - 材料板块下跌1.6% 房地产下跌1% 因美国房屋销售数据意外强劲[4] - Freeport McMoRan暴跌17%[4] 债券市场 - 美国国债收益率上升多达4个基点(5年期) 5年期国债拍卖获得良好反响[4] - 美国财政部将拍卖440亿美元7年期国债[21] 人工智能与科技 - OpenAI扩大Stargate范围并考虑通过债务融资芯片以满足需求[5] - 各公司投入数十亿美元推进AI基础设施[5] 国际政治与经济 - 美国与韩国初步贸易协议因3500亿美元投资包的外汇影响尚未签署[12] - 美国财政部考虑所有选项包括货币互换额度以稳定阿根廷市场 强调对右翼总统Milei的支持将"大规模且有力"[14] - 美国第六大商品贸易伙伴韩国去年享有660亿美元顺差[15]
American Express Declares Regular Quarterly Dividend
Businesswire· 2025-09-24 20:30
Sep 24, 2025 4:30 PM Eastern Daylight Time American Express Declares Regular Quarterly Dividend Share NEW YORK--(BUSINESS WIRE)--The Board of Directors of American Express Company (NYSE: AXP) declared a regular quarterly dividend of $0.82 per common share, payable on November 10, 2025, to shareholders of record on October 10, 2025. ABOUT AMERICAN EXPRESSAmerican Express (NYSE: AXP) is a global payments and premium lifestyle brand powered by technology. Our colleagues around the world back our customers with ...
The 'Halftime' Investment Committee's buyback strategy
Youtube· 2025-09-24 17:59
get back to business uh here. Uh Marll, we mentioned a bigname company joining the buyback parade. They just did.$5 billion announced this morning. Um you don't own this name, but you do own uh Lamb and KA Corp. And there has been a long list of companies that have announced buybacks over the last couple of months, but you take this one first and we'll go from there. Long list of companies buying back their stock except Berkshire Hathaway.That's the one that we're still waiting for. I know we're talking abo ...