RT Jake Chervinsky (@jchervinsky)The banks demanded the exclusion for yield-bearing stablecoins in the GENIUS Act. Now they're upset that the language they asked for doesn't screw over stablecoin holders hard enough.Sorry you guys did a bad job negotiating your regulatory moat. Try lobbying better next time! ...

Group 1 - The core viewpoint of the article is that the newly announced interest subsidy policies for personal consumption loans and loans for eight types of service industry entities are expected to stimulate loan demand, although the financial impact on banks is anticipated to be limited [1] - Morgan Stanley estimates that a 10% growth in consumer and eligible service industry loans would only lead to a 0.4% increase in total revenue for banks in 2025 [1] - Despite the limited financial impact, the policy signals are viewed positively as they may improve market sentiment [1] Group 2 - Among the rated bank stocks, Ping An Bank (000001) is expected to benefit the most if it can manage the credit risks associated with the relevant loans [1] - Other banks such as China Merchants Bank (600036), Postal Savings Bank of China (601658), and Bank of China (601988) are also expected to benefit, with a stronger recommendation for China Merchants Bank due to its better risk management capabilities [1]

根据该行测算，若银行消费及合资格服务业贷款增长10个百分点，对2025年全年收入升幅仅带来约 0.4%的正面影响。但小摩亦指，政策信号仍属正面，有利于改善市场情绪。 在所评级的银行股当中，小摩预期平安银行(000001.SZ)若能管控相关贷款信用风险，或将受惠最多， 同时相信招商银行(03968)、邮储银行(01658)及中国银行(03988)亦能受惠，较推荐风险管控能力较强的 招行。 智通财经APP获悉，摩根大通发布研报称，国务院公布个人消费贷款贴息政策和服务业经营主体贷款贴 息政策，当局宣布将为个人消费贷款及八类经营主体的资本开支与营运资金贷款提供利息补贴，相信有 助于刺激相关贷款需求，但预期对银行财务影响有限。 ...

Group 1 - Chengdu Bank (601838) plans to issue its first tranche of perpetual bonds with a base size of 8 billion yuan in 2025, with book building scheduled for August 19 [1] - The issuer and the bonds have been rated AAA by China Chengxin International Credit Rating Co., Ltd [1] - CITIC Securities (601066) is acting as the lead underwriter for this bond issuance [1]

Group 1 - The analyst reiterates a buy recommendation for Itaú (NYSE: ITUB) shares, indicating confidence in the company's performance [1] - This report continues from an initial coverage article published on April 18, 2024, and the last article was published on May 12, 2025, suggesting ongoing analysis and monitoring of the company [1] - The analyst has over 5 years of experience in equity analysis in Latin America, providing in-depth research and insights for informed investment decisions [1]

格隆汇8月14日｜摩根大通发表研究报告指，当局宣布将为个人消费贷款及八类经营主体的资本开支与 营运资金贷款提供利息补贴，相信有助于刺激相关贷款需求，但预期对银行财务影响有限。根据该行测 算，若银行消费及合资格服务业贷款增长10个百分点，对2025年全年收入升幅仅带来约0.4%的正面影 响。摩通亦指，政策信号仍属正面，有利于改善市场情绪。在所评级的银行股当中，摩通预期平安银行 若能管控相关贷款信用风险，或将受惠最多，同时相信招商银行、邮储银行及中国银行亦能受惠，较推 荐风险管控能力较强的招行。 ...

Thailand’s top banks have started cutting lending rates, following the central bank’s move on Wednesday to slash the benchmark policy rate to its lowest in more than two years to support an economy hit by US tariffs https://t.co/VmbJr6menX ...

Standard Bank, Africa’s biggest lender by assets, reported first-half profit climbed to a record https://t.co/xeXDxDhALc ...

On August 13, 2025, upon registering the new version of the Articles of Association of AB Artea bankas (the “Bank”) with the Register of Legal Entities (attached), the procedure for the reduction of the Bank’s authorised capital was completed after completion of own shares buybacks. The decisions to reduce the authorised capital of the Bank from EUR 192 269 027,34 to EUR 189 195 680,13 by annulling 10 597 749 shares acquired by the Bank itself and to approve relevant amendments of the articles of associatio ...

在川财证券被监管点名的背后，湾财社注意到，年内已有多家券商同样因债券业务违规被监管点名。监管趋严的背景下，如何压实"看门人"责任是券商的一 大挑战。 日前，四川证监局开出了一则监管措施，指向了川财证券债券业务存在违规操作。据湾财社梳理，川财证券自2021年以来，已经连续5年被该局出具监管措 施。 川财证券债券交易违规被"点名" 监管的公告中，川财证券债券交易业务存在公司内部制度建设与内控机制有待完善，从业人员管理与信息披露不到位，业务合规审查落实不到位，交易行为 管理有待完善等问题。 在债券业务接连被罚的背后，川财证券的承销规模正在下滑。Wind数据显示，川财证券年内总承销金额为83.77亿元，同比减少39.5%，位居行业第59名。 去年同期，川财证券总承销金额则排在行业第45名。 年内多家券商因债券业务被罚 债券业务一直是监管重点关注的券商业务。在年内已有多家券商因债券业务的违规问题被监管点名。 上述问题违反了《证券公司和证券投资基金管理公司合规管理办法》《证券投资顾问业务暂行规定》等相关规定。为此，四川证监局决定对其采取出具警示 函的行政监督管理措施。 在梳理中，湾财社发现川财证券近年来已经多次因债券业务 ...