According to CNBC, Bank of America's latest Global Fund Manager Survey found that many investors remained optimistic about growth and earnings even as oil prices and bond yields kept markets volatile. A net 49% of money managers were overweight global equities in September, while allocation to bonds fell to its lowest level since May 2022. The survey polled 170 investors overseeing a combined $470 billion in assets and showed expectations for double-digit earnings-per-share growth over the next 12 months at their highest since August 2021. It also found that 38% of respondents expected a global economic boom in the coming year, and most still anticipated heavy spending on AI. BlackRock Investment Institute strategists said rising bond yields had not changed their pro-risk stance, though they were raising the hurdle for returns. UBS Global Wealth Management's Mark Haefele said the key issue for investors is whether AI demand and monetization will keep expanding, while Federated Hermes' Tej Sthankiya said the recent AI sell-off created buying opportunities for longer-term investors.

According to CNBC, Nomura has increased the number of Federal Reserve interest-rate hikes it expects after elevated oil prices and sticky inflation, though it still sees fewer moves than the market is pricing. The Japanese investment bank now forecasts the Fed will raise rates this week and in December, then hold through 2027. A report led by Nomura economist Aichi Amemiya said little inflation progress and a sharp rise in energy prices prompted the revision. Nomura also added forecasts for two more European Central Bank hikes in December and March, saying inflation could stay above target until early 2027 amid the Iran conflict. It said headwinds from the Iran war remain for the second half of 2026 and that growth should improve into 2027. The bank expects three more hikes from the Bank of Japan, but no further increases from the Bank of England or the People's Bank of China, even as markets price more than four hikes for each of those central banks. The CNBC Fed Survey found a majority of respondents now expect at least two rate hikes over the next year, while a third foresee three or more; last month, less than half expected any hike.

ByteDance founder Zhang Yiming has become Asia’s richest person for the first time, overtaking Gautam Adani, according to Bloomberg. The move marks a comeback for the TikTok developer as fortunes tied to artificial intelligence rise above those of billionaires in traditional industry.

Investor sentiment toward Indian digital payments pioneer Paytm has turned enough to put its initial public offering price back in sight for the first time since its listing, according to Bloomberg.

UK inflation rose for a second straight month as motor fuel prices jumped, according to official figures a day before the Bank of England announces its interest-rate decision. Bloomberg reported.

Hong Kong will launch an index for offshore yuan bonds, Chief Executive John Lee said, according to Bloomberg. The city is betting the benchmark will boost trading activity and reinforce its role as China’s premier offshore renminbi hub.

CLARITY法案,特朗普,稳定币,金融体系,CLARITY的失败 跟加密行业好坏没啥关系 金色财经,该干啥干啥。

中国人民银行行长潘功胜发表文章《深刻认识中国金融结构变迁》，表示要认识中国金融结构变迁的内在逻辑，动态优化调整货币政策框架，持续建设和发展现代化金融市场体系。

The platform, called Continuous Adversarial Testing (CAT), was announced by Coinbase on September 15, 2026.

OpenAI,AI Agent,LLM,GPT-6 Sol要来了？OpenAI本周或迎“发布狂潮” 金色财经,OpenAI 可能正在酝酿一次大规模产品更新。

Discussions have been ongoing since Demis Hassabis released a proposal in July calling for a US-led standards body modelled on the Financial Industry Regulatory Authority

Meme币对代币化股票的推动作用，竟然远超机构资金。

Russia is opening its financial system to digital assets while simultaneously building a state-controlled digital ruble — but the two are being given very different roles.

过去十几年Crypto一直在争取进入美国主流金融体系，而CLARITY法案的遭遇恰恰说明，它已经真的走进来了。只是进入主流之后，游戏突然变难了。

North Korea is using people in countries including Iran, Syria and South Africa to help its IT workers pass job interviews and secure remote roles at US companies.

OpenAI首席执行官奥特曼用一句"不是2026年"，把全球最受期待的IPO变成了2027年的期货。