US investment consultancy Marsh is raising Treasury allocations in some portfolios it recommends to clients, according to Bloomberg. The move reflects large investors’ efforts to take advantage of elevated yields.

According to Nikkei Asia, initial results from the historic election for a regional assembly in the separatist-wracked southern Philippines indicate that no party is set to win a majority in the 80-seat parliament.

A Bank of America survey showed investors still believe in improving macroeconomic conditions and rapid growth in artificial intelligence capital spending, but risks from a disorderly surge in bond yields and a Democratic landslide in the midterm elections have made market sentiment more cautious. According to Sina Finance, a strategist team led by Michael Hartnett wrote that the September Global Fund Manager Survey showed cash allocations rose from 3.5% to 3.9%, the biggest monthly increase since March, as excessive summer optimism faded. The report said risk exposure is appropriate only when cash allocations return to the neutral 4% to 5% range. Investors' net underweight in bonds reached 48%, the highest since May 2022, while the net overweight in stocks fell to 49% from 56% in the previous month.

Morgan Stanley's strategy team made an unusually large overhaul of its high-conviction stock pool, recommending that investors broaden their exposure in European portfolios rather than focus only on market themes such as AI capital spending and defense. According to Sina Finance, the team led by Marina Zavolock said it favors a diversified allocation strategy rather than abandoning the AI investment theme. Since the end of August, the team has added 15 overweight top picks, compared with the usual monthly addition of three to four names. The list now includes 43 overweight top picks, 60% of which were added over the past three months. The new additions span banks and financials, including ABN AMRO Bank, Lloyds Banking Group, Arden, and EQT; companies with their own stock-specific logic such as Accor, Shell, and Scout24; and firms benefiting from artificial intelligence and data center development, including Legrand, Kingspan, and Merlin Properties.

Foresight News reported that Arc Launchpad published an analysis of the theft incident involving funds on Robinhood Chain. Hackers pushed a forged withdrawal request on Arc to the Long cross-chain bridge Keeper through the main RPC, and the Keeper did not have a function to verify data authenticity, allowing nearly 47 ETH to be released. According to Foresight News, Long said the cross-chain bridge vault has been fully replenished with platform revenue, and all assets remain fully backed on a 1:1 basis. The cross-chain bridge vulnerability has been fixed and normal operations have resumed.

Bai Da Group said on September 15 that its shares fell by a cumulative more than 20% over the three trading days of September 11, September 14 and September 15, meeting Shanghai Stock Exchange criteria for abnormal trading volatility. According to Jiemian News, the company said its core businesses are commodity retail and leasing, and that operations, business order, and the operating environment had not changed materially from previously disclosed information. It also said that, as of September 15, the company, its controlling shareholder and its actual controller had no other material matters that should have been disclosed but were not, including major asset restructuring, share issuance, major transactions, business restructuring, share buybacks, equity incentives, bankruptcy reorganization, major business cooperation or the introduction of strategic investors.

Gabon’s bonds surged after the government said an audit found the OPEC member’s debt stock at $16.7 billion, almost a fifth below an initial estimate, according to Bloomberg.

China's State Administration of Foreign Exchange (SAFE) said banks settled 17,090 billion yuan of foreign exchange and sold 13,800 billion yuan in August 2026, according to Jiemian News. For January-August 2026, banks cumulatively settled 143,111 billion yuan and sold 119,848 billion yuan. In dollar terms, banks settled $251.8 billion and sold $203.3 billion in August, while January-August totals were $2.0834 trillion and $1.7455 trillion, respectively. Banks also handled 52,718 billion yuan of foreign-related receipts and 48,486 billion yuan of payments on behalf of clients in August, with January-August totals of 435,846 billion yuan and 410,480 billion yuan. In dollar terms, those figures were $776.8 billion and $714.4 billion in August, and $6.348 trillion and $5.9786 trillion for January-August.

China's State Administration of Foreign Exchange (SAFE) said on September 15 that China's foreign exchange market remained stable in August, with cross-border capital posting net inflows of $62.4 billion, up 4% from July, according to Jiemian News. SAFE Deputy Director and spokesperson Li Bin said cross-border receipts and payments by non-bank sectors, including companies and individuals, totaled $1.5 trillion in August, while onshore FX market trading volume reached $3.9 trillion. The agency said goods trade generated relatively high net inflows, the services trade deficit widened 6% month on month as summer study-abroad and travel demand increased, dividend payments by foreign-funded firms narrowed 23% from July, and cross-border two-way direct investment remained basically stable. Bank settlement and sales of foreign exchange posted a surplus of $48.5 billion, and the foreign-exchange settlement ratio for corporate FX income was 61.5%, 2.7 percentage points below the average for the first seven months of the year.

CoinEx is shutting down after nearly nine years, with most services ending by 29 September and withdrawals remaining open until 22 December 2026.

MetaMask is rolling out a new generation of wallet protections designed to do more than warn users about crypto scams. The wallet provider is adding safeguards that can flag suspicious recipients and transactions — and automatically revert transactions when what happens onchain does not match what users were shown before signing.

Attackers used a legitimate government email account to send fraudulent data requests.

Dogecoin co-founder Billy Markus mocked Donald Trump’s proposed $5,000 payments to US adults by joking that the government should instead buy $1.2 trillion of Dogecoin and distribute it.

美联储,沃什,加息,通货膨胀,美联储今起议息 沃什或成关键一票 金色财经,北京时间周四凌晨两点，美联储悬念即将揭晓。

President Donald Trump has backed tougher crypto ethics rules that could force him to divest significant digital-asset interests or place them in a qualified blind trust, giving Senate Republicans a potentially crucial path toward advancing the Clarity Act.

《CLARITY法案》投票在即，本文梳理《CLARITY法案》从雏形到即将投票的演进历程。

AI正在重新定义世界，而真正重要的问题或许并不是人类能把AI推到多快，而是当这场技术革命席卷全球之后，有多少人能够真正从中受益。

AI systems can increasingly identify and exploit vulnerabilities at unprecedented scale and speed.

这次投票要是黄了，加密市场的系统性结构立法可能要拖到2030年。