Stablecoins are rapidly moving from niche products to core payment infrastructure, according to asset management giant DWS. With a combined market cap above $250 billion and transaction volumes outpacing Visa (V) and Mastercard (MA), they’ve become liquid, globally traded assets favored by institutions, DWS said in the report last week. Euro stablecoins are setting new benchmarks for efficiency and acceptance, according to the report. Stablecoins are cryptocurrencies whose value is tied to another asset, ...

(Bloomberg) — It’s hard not to see “some frothiness in different sectors,” Citigroup Inc. Chief Financial Officer Mark Mason said on the bank’s third-quarter earnings call in response to a question from a reporter about artificial intelligence. “I feel good about our business and our ability to cover clients,” he went on. “But it’s hard to look at how equity valuations and multiples sit today and not think there are some sectors that are likely frothy and overvalued. But we’ll see how those play out over ...

估值模型表明，风险资产价格远高于基本面，增加了发生不利冲击时无序修正的可能性。银行和非银行金融机构相 互联系日益紧密，期限错配持续存在，可能会放大冲击。 在本周的国际货币基金组织（IMF）和世界银行秋季年会上，全球央行行长和财长将重点讨论股市泡沫及如何应对一 场潜在的市场崩盘及其对全球经济的冲击。 IMF总裁格奥尔基耶娃（Kristalina Georgieva）在稍早的演讲中已为讨论定下基调。她警告称，当前资产估值正逼近 25年前在互联网热潮中看到情况，如果市场发生急剧回调，金融环境收紧可能会拖累世界经济增长，暴露脆弱性， 并使发展中国家的处境尤为艰难。美联储、欧洲央行、英国央行等已对市场估值过高和回调风险表示担忧。这一警 示比她在2000年10月会议上的评论更加直白。彼时，IMF称股权估值"仍然很高"，并提示失衡可能"以无序方式"释 放。 在此基调下，在当地时间10月14日发布的最新《全球金融稳定报告》（GFSR）中，IMF提到了多个全球金融风险 点。IMF称，近几个月来，尽管贸易紧张、地缘政治不确定性和对主权债务的担忧加剧，但资产价格已恢复到过高 的估值，金融状况也普遍缓解。风险资产价格持续上涨，美元贬 ...

U.S. stocks traded lower this morning, with the Dow Jones index falling more than 500 points on Tuesday.Following the market opening Tuesday, the Dow traded down 1.13% to 45,548.92 while the NASDAQ fell 1.95% to 22,252.07. The S&P 500 also fell, dropping, 1.33% to 6,566.51.Check This Out: Synchrony Financial Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings CallLeading and Lagging SectorsConsumer staples shares jumped by 0.4% on Tuesday.In trading on Tuesday, information ...

The domestic markets have remained largely flat over the past three months, despite headwinds such as the increasing imposition of US penal and non-penal tariffs and ₹850 billion worth of FII selling, the latest report by PL Capital read. Favourable monsoon conditions and an anticipated recovery in domestic demand have been key factors helping the markets withstand the prevailing negative news flow.The brokerage noted that as geopolitical situation remains fragile, and India is absorbing the impact of penal ...

By Sarupya Ganguly BENGALURU (Reuters) -Short-dated U.S. Treasury yields will edge lower on expectations of Federal Reserve rate cuts even as the long end resists the pull thanks to sticky inflation, swelling deficits and concerns about Fed independence, a Reuters poll showed. The poll, published on Tuesday, surveyed 75 bond strategists between October 9-13. Persistently high long yields threaten to worsen Washington’s rapidly-deteriorating fiscal position. Non-partisan analysts warn President Donald Tr ...

There’s no magic formula for being financially savvy, but there’s certainly an art to being good with money. It’s mostly a mix of planning, common sense, your credit score, commitment and a little cost-of-living calculus. People who actively build a financial blueprint they can follow — budget included — are prepared for the future and manage their money in a way that builds wealth. Trending Now: Dave Ramsey Says This is the Best Way to Pay Off Debt For You: 5 Types of Cars Retirees Should Stay Away From B ...

Investment Rating - The report indicates a bullish sentiment among investors, with stock allocation at 8-month highs and cash levels at a low of 3.8% [1][13][15]. Core Insights - Investor sentiment is the most bullish since February 2025, with a notable increase in growth optimism and a significant drop in global recession concerns [2][25]. - The most crowded trade is "long gold" at 43%, while the biggest tail risk identified is the "AI bubble" at 33% [3][30]. - A record 54% of investors believe AI stocks are in a bubble, reflecting a shift in sentiment from previous months [35][36]. Summary by Sections Macro & Policy - Global recession concerns are at their lowest since February 2022, with a 6-month surge in growth optimism [2][25]. - Expectations for a soft landing are at 54%, while 33% expect no landing and only 8% foresee a hard landing [26][27]. Risks & Crowds - The most crowded trade is "long gold" (43%), and the primary systemic credit event risk is identified as "private equity/credit" (57%) [3][5][34]. - 60% of investors believe global stocks are overvalued, marking a record high [46]. Asset Allocation - Investors are most overweight in commodities since March 2023, with a net 14% overweight position [62]. - Emerging market equities have seen a significant increase in allocation, now at a net 46% overweight, the highest since February 2021 [67][70]. Trading Ideas - Contrarian trades suggested include long bonds-short stocks and long UK-short EM [4]. Liquidity & Cash Levels - Liquidity conditions are rated positively by 59% of investors, the highest since September 2021 [40][42]. - The average cash level among investors has dropped to 3.8%, indicating a strong inclination towards equities [15][14]. Expectations for Bond Yields - A net 28% of investors expect higher long-term rates in 2026, the highest since June 2022 [43][44]. AI and Productivity - 52% of investors believe AI is already increasing productivity, with expectations for further increases in the coming years [36][38].

Market Overview - Japan's Nikkei index fell by 2.2% or 1061 points to 47,027 after a national holiday [2][4] - The Hang Seng index in Hong Kong decreased by 0.1% to 25,839, while Shanghai's Composite index increased by 0.2% to 3,897.56 [2][4] - South Korea's Kospi index saw a slight increase of 0.02% to 3,585 [2][4] U.S.-China Relations - President Trump reassured that the U.S. wants to help China, stating that Xi Jinping "doesn't want Depression for his country" [2][4] - Trump's comments followed a turbulent week for markets, including his criticism of China and threats of higher tariffs [2][4] - Despite tough rhetoric, Trump indicated a potential meeting with Xi Jinping later this month, leaving trade talks uncertain [2][4] Stock Performance - Broadcom experienced a significant gain of 9.9% after announcing a partnership with OpenAI to develop AI accelerators for ChatGPT [3][4] - Fastenal reported a 7.5% drop, marking the largest loss in the S&P 500 due to slightly weaker-than-expected quarterly profits [3][4] - Investors are focusing on the upcoming earnings season, with major companies like JPMorgan Chase, Johnson & Johnson, and United Airlines set to report [3][4] Commodities and Currency - U.S. crude oil prices increased by 20 cents to $59.69 per barrel, while Brent crude rose by 21 cents to $63.53 per barrel [3][4] - In currency markets, the dollar fell to 152.13 Japanese yen from 152.29 yen, while the euro strengthened to $1.1581 from $1.1569 [3][4]

India's Consumer Price Index (CPI) inflation for FY26 is expected to remain at 2.2 per cent, much lower than the Reserve Bank of India's (RBI) forecast of 2.6 per cent, according to a report by the State Bank of India (SBI). The report highlighted that the sharp moderation in inflation has been mainly driven by a decline in food and beverage prices.It stated, "We expect average CPI inflation for FY26 to be now at 2.2 per cent, much lower than 2.6 per cent RBI forecast." According to the report, India's CPI ...