Core Insights - Sensor Unlimited is an economist with a PhD, specializing in financial economics and quantitative modeling, with a decade of experience in the mortgage market, commercial market, and banking industry [1] - The focus of Sensor Unlimited's work includes asset allocation and ETFs related to the overall market, bonds, banking and financial sectors, and housing markets [1] Company Contributions - Sensor Unlimited leads the investing group Envision Early Retirement, which provides solutions for generating high income and growth with isolated risks through dynamic asset allocation [2] - The group offers two model portfolios: one for short-term survival/withdrawal and another for aggressive long-term growth, along with direct access for discussions, monthly updates, tax discussions, and ticker critiques [2]

Markets have moved past debating if interest rate cuts are coming. The focus now is on how deep the Federal Reserve will go. The US central bank is widely expected to lower its benchmark rate at next week’s meeting, with futures markets like CME FedWatch assigning a near 95% probability of a quarter-point reduction. “Cuts are baked in,” Coinbase analysts wrote in its weekly market brief. “The weakening labor market and housing slump make a gradual policy shift unavoidable.” Morgan Stanley analysts echoe ...

Wall StreetSpencer Platt/Getty Images A career on Wall Street is full of colorful moments. Wall Street veterans shared memorable early-career experiences during volatile events. Some reflected on famous market crashes, another recalled hearing news of the Bernie Madoff charges. If you listen to Jason and Travis Kelce's podcast, "New Heights," you'll know that when they have another professional football player on as a guest, they ask them what their "Welcome to the NFL" moment was. The segment pr ...

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2][3] - The news team covers key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] - Proactive specializes in medium and small-cap markets while also keeping the community updated on blue-chip companies, commodities, and broader investment stories [2][3] Group 2 - The team delivers news and insights across various sectors including biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4][5] - All content published by Proactive is edited and authored by humans, ensuring adherence to best practices in content production and search engine optimization [5]

Group 1 - The market is anticipating a 25 basis point rate cut from the Federal Reserve, with a possibility of a 50 basis point cut being viewed as a "sell the news" event [2][12][5] - The current economic indicators show a weakening job market, with high claims and low job growth, which may influence the Fed's decision [3][5] - Sectors such as real estate and private equity are expected to benefit from a lower rate environment, while small caps may face challenges if economic conditions worsen [6][21][20] Group 2 - The Russell 2000 index is experiencing significant gains, indicating a potential catch-up trade for small caps, despite concerns about economic slowdown [9][15][19] - The performance of small caps is closely tied to capital market conditions, and lower rates could provide necessary support for refinancing [19][20] - The overall sentiment suggests that while there may not be a recession, small caps could struggle if consumer fundamentals deteriorate further [22][21]

Mortgage rates aren't likely to drop after the coming Federal Reserve meeting, when the central bank is expected to cut interest rates, economists say. ...

Group 1 - Majority of economists expect the Federal Reserve to cut interest rates by 25 basis points in September, with a total of three cuts anticipated for the year due to a weakening labor market overshadowing inflation risks [1] - Fidelity Solana ETF, Canary HBAR ETF, and Canary XRP ETF have been listed on the DTCC website as part of the standard process for launching new ETFs, though this does not indicate regulatory approval [1] - BlackRock is exploring the tokenization of ETFs, aiming to bring real-world assets onto blockchain platforms, having previously launched a $2 billion tokenized money market fund and participated in tokenization trading experiments [1] Group 2 - Ethena Labs has withdrawn from the bidding for the issuance of the Hyperliquid stablecoin USDH, citing community concerns regarding its identity and product focus, while continuing to develop other products [2] - UK industry associations have called for the inclusion of blockchain cooperation in the upcoming UK-US Tech Bridge agreement, emphasizing the strategic importance of stablecoins and tokenization for both economies [2]

Core Viewpoint - The process to replace Federal Reserve Chair Jay Powell is underway, with a long list of candidates being considered, and the urgency appears to be lessened due to anticipated Fed rate cuts [1][2][3]. Group 1: Federal Reserve Chair Replacement Process - US Treasury Secretary Scott Benson is expanding the list of candidates to replace Fed Chair Jay Powell, having met with former Fed officials [2]. - There are currently 1011 names circulating for the Fed chair position, with initial interviews beginning [2]. - The administration is taking a more methodical approach to the selection process, influenced by the current economic data suggesting a Fed rate cut [3]. Group 2: Economic Perspectives and Consumer Sentiment - The upcoming interviews for the new Fed chair may focus on how the chair could influence the Federal Reserve's approach to inflation, especially in light of recent criticisms regarding the Fed's handling of the COVID pandemic [4]. - Consumer sentiment is being closely monitored, as real-life experiences of inflation, such as a 20% increase in coffee prices, may differ from broader economic indicators [6][7]. - A recent poll indicates that 55% of Americans are not allowing tariffs to dictate their purchasing decisions, suggesting a disconnect between consumer behavior and tariff impacts [21]. Group 3: Characteristics Desired in the New Fed Chair - The administration seeks a candidate with a strong resume to gain market respect while also favoring monetary policies aligned with the president's agenda [10][11]. - There is an emphasis on appointing someone who can bring reform to the Fed and challenge its traditional independence [14]. - The administration aims to avoid past mistakes by selecting a chair who will support their policies, even if not overtly [18].

Group 1: Russian Central Bank - The Russian Central Bank announced a 100 basis point cut in its key interest rate, reducing it from 18% to 17%, which was less than the anticipated 200 basis point cut to 16% [3][7] - The decision reflects a cautious approach due to ongoing economic slowdown and inflation concerns, with a target to return annual inflation to 4.0% by 2026 [3][7] Group 2: Deutsche Lufthansa AG - Deutsche Lufthansa AG is set to implement a major internal restructuring effective January 1, 2026, establishing four "Group Function Boards" focused on Hub Management, Technology, HR, and Finance [4][7] - This restructuring aims to improve internal collaboration and overall efficiency as part of a broader strategy to enhance profitability [4][7] Group 3: China and US Trade Relations - China has expressed a willingness to engage in dialogue with the United States to improve trade and economic relations, following discussions with global financial institutions [5][7] - The People's Bank of China has introduced new performance rules for its financial partners, indicating a focus on enhancing financial oversight and stability [5][7] Group 4: Geopolitical Tensions - The Kremlin announced a temporary pause in Russia-Ukraine peace talks, claiming that European countries are obstructing efforts while maintaining openness to dialogue [6][7]

本报（chinatimes.net.cn）记者陶炜 南京报道 9月11日，人民银行江苏省分行召开新闻发布会，人民银行江苏省分行会同江苏省委金融办、江苏金融 监管局、江苏证监局等部门联合出台《扎实做好金融"五篇大文章"助力江苏经济高质量发展行动方案》 （下称"行动方案"），围绕五大专项行动，提出20条具体措施，因地制宜做好江苏金融"五篇大文章"， 助力江苏经济高质量发展。 《华夏时报》记者从采访中了解到，行动方案中多项措施为全国率先提出。例如，行动方案提出要加大 对全国高校区域技术转移转化中心（江苏）建设和发展的金融支持，构建完善"概念验证+拨投结合+基 金支持+信贷服务"的科技创新全链条支持机制。而与这条措施对应的，则是江苏省在教育部支持下建 设的全国首个高校区域技术转移转化中心，"江苏在很多措施上都是有自己特色的。"人民银行江苏省分 行信贷政策管理处处长李军对《华夏时报》记者说。 "五篇大文章"，五个专项行动 实际上，这些专项行动已经是进行时。例如，江苏省委金融办会同省有关部门在江苏省综合金融服务平 台中先后开发建设人才金融、绿色金融、蓝色金融、乡村振兴金融等多个子板块和省普惠金融发展风险 补偿基金专板，归 ...