The Fed has pivoted from balance sheet reduction to balance sheet expansion.'QE' or 'Not QE' is semantics. The Fed is printing money to provide liquidity to banks as reserves become scarce.The net effect on markets is the same.Welcome back, money printing. ...

RT Emmett Gallic (@emmettgallic)This early ETH whale that deposited $500M into the Stable Pre Deposit Campaign just borrowed another $500M and put it into the Stable Initial Liquidity VaultThey supplied 278K $ETH ($1B) as collateralNot clear what the reward will be for this as the APY is pending allocation https://t.co/TE3pQafuoB ...

Solana Liquidity Plummets to Bear Level Territory Amid $500M Liquidation Overhang► https://t.co/WO4ZqUPPL7 https://t.co/WO4ZqUPPL7 ...

All right, well we are less than 24 hours until the last Fed decision of the year with traders pricing in a near 90% chance that the committee cuts interest rates by a quarter of a point tomorrow. For more on the market impact, let's bring in Fast Money Friend and Richard Bernstein Advisors deputy CIO Michael Canopoulos. Michael, great to see you. >> Nice to see you, too.>> Let's assume that there is a cut. What is the commentary going to be like coming out of that cut. >> I think it's going to be hawkish.u ...

All right, well we are less than 24 hours until the last Fed decision of the year with traders pricing in a near 90% chance that the committee cuts interest rates by a quarter of a point tomorrow. For more on the market impact, let's bring in Fast Money Friend and Richard Bernstein Advisors deputy CIO Michael Canopoulos. Michael, great to see you. >> Nice to see you, too.>> Let's assume that there is a cut. What is the commentary going to be like coming out of that cut. >> I think it's going to be hawkish.u ...

RT plur daddy (@plur_daddy)I am viewing gold/silver as risk assets, just a flavor of risk asset with more downside protection in the case of gold. In an environment where we get a combination of liquidity/fiscal expansion, and tolerance inflation, think that leads to many people concluding they should own gold.In general think select commodities that flow into data centers are interesting because demand will keep going up and they are not as overowned as AI capex stocks.Stock indices will keep melting up an ...

With Aqua, providers can share liquidity between positions.Capital isn’t concentrated in a few protocolsStrategies can compete on earning potential, not TVL& we’re already seeing cross-chain shared liquidity projects, like @ETHGlobal finalists Aqua0 @tomasmazz @0xYudhishthra👇 ...

Bitcoin is struggling to turn recent good news into a substantive rebound, highlighting the ongoing weakness and thin liquidity in digital asset markets that have played a role in keeping prices subdued https://t.co/27MOTBJuTu ...

Core Insights - American Express Company (AmEx) operates a unique business model by carrying loans on its own balance sheet, unlike Visa and Mastercard, which utilize asset-light networks. This allows AmEx to leverage borrowed capital to enhance earnings while maintaining a significant liquidity reserve for protection during tighter credit conditions [1][2] Financial Metrics - AmEx's long-term debt-to-capital ratio is 64.1%, exceeding the industry average of 43.5%. As of September 30, 2025, long-term debt was $57.8 billion, with short-term borrowings of $1.4 billion. Cash and cash equivalents increased to $54.7 billion from $40.6 billion at the end of 2024, indicating a strong liquidity position [2] - The forward price-to-earnings ratio for AmEx is 20.80X, lower than the industry average of 24.32X. The Zacks Consensus Estimate for AmEx's 2025 earnings is $15.43 per share, reflecting a 15.6% increase from the previous year [9][10] Customer Acquisition Strategy - AmEx is focusing on acquiring Gen Z and Millennial customers, issuing 3.2 million new proprietary cards in the third quarter, with 64% of these going to younger demographics. This strategy aims to cultivate future premium cohorts with higher lifetime values rather than pursuing mass volume [3][7] Risk Management - The company employs a risk management strategy that includes lower initial credit limits, leveraging behavioral data from its closed-loop network, and gradual underwriting processes. This approach allows AmEx to treat slightly higher seasoning losses as investments in long-term customer value [4] Competitive Advantage - AmEx differentiates itself from Visa and Mastercard by deeply integrating into the hospitality journey, enhancing customer experiences through partnerships and curated services. This strategy fosters emotional loyalty among consumers, particularly younger ones, strengthening AmEx's premium brand identity [5][7] Stock Performance - AmEx shares have increased by 22.1% year-to-date, contrasting with a 3.7% decline in the industry [6]

Wall Street banks are bracing for money market pressures to rise as the year end is approaching, which analysts say may prompt the Federal Reserve to weigh steps to rebuild liquidity buffers in the $12.6 trillion market https://t.co/TiLKhmIGFw ...