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X @Bloomberg
Bloomberg· 2025-12-01 18:55
RT Bloomberg em Português (@BBGEmPortugues)MASTER & PLATAFORMAS - Ascensão do Banco Master dependeu muito de laços com a XP, cuja plataforma de investimentos para varejo possibilitou a quase duplicação da carteira de empréstimos do banco a cada anoPor Cristiane Lucchesi @piovesanamath @thatsleda https://t.co/DhAeFntv9C ...
X @Wu Blockchain
Wu Blockchain· 2025-12-01 05:43
According to Nikkei, Sony Bank plans to issue a U.S. dollar-pegged stablecoin in the United States as early as fiscal 2026 for payments within Sony’s ecosystem, including games and anime. The bank applied for a U.S. banking license in October and will establish a subsidiary to oversee the stablecoin business. https://t.co/RLy1K5hClI ...
中国经济活动与政策追踪 ——11 月 28 日-China Economic Activity and Policy Tracker_ November 28
2025-12-01 00:49
28 November 2025 | 4:08PM HKT Economics Research China Economic Activity and Policy Tracker: November 28 In this note, we update four sets of high-frequency indicators that we track: 1) consumption and mobility; 2) production and investment; 3) other macro activity; and 4) markets and policy. We publish our tracker on a bi-weekly basis. Chelsea Song +852-2978-0106 | chelsea.song@gs.com Goldman Sachs (Asia) L.L.C. 1) Consumption and mobility Exhibit 1: 30-city daily property transaction volume in the primary ...
经济前瞻论坛2025丨杨志:构建强大的金融人才队伍亟需中国特色金融文化的滋养
Sou Hu Cai Jing· 2025-11-30 06:01
Core Viewpoint - The construction of a strong financial talent team is essential for China's transition from a financial power to a financial stronghold, which requires addressing both external and internal contradictions in financial development [2]. Group 1: Financial Talent Development - A strong financial talent team is crucial for promoting the construction of a financial stronghold, as the financial sector is highly specialized and complex [2]. - The talent team must meet the standards of political integrity, capability, and work ethic to effectively contribute to the financial stronghold [2]. - Understanding the core connotation of "Chinese characteristics" is vital for the financial talent team, which should integrate Marxist financial theory with contemporary Chinese practices and traditional culture [2]. Group 2: Financial Culture and Education - A robust financial talent team must be nourished by both Marxism and excellent traditional Chinese culture to achieve innovative development and effectively fulfill their roles in financial culture [2]. - In-depth understanding of Chinese financial culture is essential for financial talent education, serving as a key support for risk prevention and ensuring the integrity of the financial workforce [2]. Group 3: Financial Literacy and Education - Financial literacy education should focus on cultivating national financial awareness and knowledge accumulation [3]. - The approach to financial literacy education should emphasize cultural connotation and adopt a tiered strategy, addressing both institutional and individual investor education needs [3].
X @Documenting ₿itcoin 📄
Documenting ₿itcoin 📄· 2025-11-29 00:04
Most downloaded finance app on iPhones, Cash App announces new feature allowing users buy bitcoin with no fees, no spread and no transfer fees when the purchase is sent straight into a ‘Bitkey’, the company’s new self-custody hardware bitcoin wallet. https://t.co/9NdaCkmQCm ...
Trade Tracker: Bryn Talkington buys more Blue Owl Tech
Youtube· 2025-11-28 17:58
I want to get to one more move though. Um, out of the the finance the financial space. Uh, Bin, you bought more of Blue Owl Tech Finance F.We really were watching BDC stocks very closely over the last month at least. Uh, and they all had a bad month. All all of them.Why are you buying more. So I think when you look at how people underwrite debt, right, whether it's Kimco, whether it's Blue Owl, you really have to or Apollo or Aries etc. who's doing the underwriting and do you have confidence in that team. A ...
ECP Successfully Closes Acquisition of Grain LNG with Centrica plc
Businesswire· 2025-11-28 14:02
Slaughter and May acted as legal adviser to Centrica. Latham & Watkins served as legal adviser to ECP and to Garden Bidco Limited as purchaser. Nov 28, 2025 9:02 AM Eastern Standard Time ECP Successfully Closes Acquisition of Grain LNG with Centrica plc Share Transaction bolsters the UK's long-term energy security and extends ECP's history of investing in strategically vital energy infrastructure SUMMIT, N.J.--(BUSINESS WIRE)--Energy Capital Partners ("ECP†), a leading investment firm in the energy transi ...
X @The Wall Street Journal
The Wall Street Journal· 2025-11-28 11:04
Few people make partner at Goldman. Two brothers doing it within two years of each other is even more unusual. https://t.co/EyRsGtCRoD ...
全球经济综述-2025 年 11 月 26 日-Global Economics Wrap-Up_ November 26, 2025
2025-11-27 02:17
Summary of Key Points from the Conference Call Industry Overview - The report discusses various economic forecasts and trends across multiple regions, including the US, Euro Area, Germany, UK, and China, highlighting macroeconomic factors that could impact investment decisions. Core Insights and Arguments - **US Economic Outlook**: - The Federal Open Market Committee (FOMC) is expected to cut rates by 25 basis points at the December meeting, with further cuts anticipated in March and June, leading to a terminal rate of 3-3.25% [3][4] - Job growth remains weak, with only 39,000 jobs added in September, and rising unemployment rates for college graduates [3][4] - Core retail sales declined by 0.1% in September, indicating potential economic slowdown [4] - **China's Economic Forecast**: - An increase in exports is expected to boost China's GDP growth forecast, with the current account surplus projected to reach a record 1% of global GDP by 2029 [3] - Potential property easing measures may stimulate housing demand, but geopolitical tensions with Japan could pose risks [8] - **Euro Area Economic Trends**: - Core inflation in the Euro area is expected to stabilize around 2.43% year-on-year in November, with a slight increase in headline inflation to 2.17% [5] - Growth forecasts for Germany, Italy, France, and Spain have been downgraded due to structural challenges, with expected growth rates of 1.2% in 2026 and 1.3% in 2027 for the Euro area [5] - **UK Economic Policy**: - The Autumn Budget revealed a smaller fiscal deterioration than expected, with a net fiscal consolidation of £22 billion for FY 2029 driven by tax increases [5][6] - The Bank of England is expected to implement significant rate cuts in response to disinflation and rising unemployment [3][5] Additional Important Insights - **Labor Market Dynamics**: - The unemployment rate for college graduates aged 25+ has increased by 1 percentage point from its 2022 low, indicating a potential shift in the labor market [3] - The impact of the government shutdown on payroll data is expected to be limited, but there may be distortions in November data collection [4] - **Geopolitical Risks**: - Tensions between China and Japan could escalate, impacting economic relations and market stability [8] - **Investment Themes**: - The AI spending boom is noted, but equity valuations appear stretched compared to the present discounted value of future AI revenues [3] This summary encapsulates the key points from the conference call, providing insights into economic forecasts, labor market conditions, and geopolitical risks that could influence investment strategies.
X @ShapeShift
ShapeShift· 2025-11-26 17:54
“Bankless” was a meme until JPM made it a lifestyle choice for our head of marketing @hpayne_writer.This is why we build open, permissionless finance.The Block (@TheBlock__):JPMorgan Chase shuts ShapeShift employee’s business account, says his personal account will be next https://t.co/0gsvAgMbgc ...