Investopedia reported on September 15 that U.S. stocks have often struggled in the first months after the Federal Reserve begins raising rates. According to PANews, LPL Financial Chief Equity Strategist Jeff Buchbinder reviewed six Fed tightening cycles since 1994 and found that the S&P 500 typically weakened shortly after the first rate hike, while performance one year later was much stronger than in the initial months. LPL said the average return was lifted by an especially strong move after the March 1997 rate hike, when the S&P 500 rose 42% over the following year. The firm said the current macro backdrop is different from 2022 and is closer to the late 1990s, with the economy still growing and a new cycle of technology investment forming. LPL Financial said the current AI investment boom may support corporate capital spending and the technology sector for a period of time, partly offsetting the pressure that higher rates place on stock valuations.

According to CNBC, market-watchers expect the Federal Reserve to raise the target federal funds rate by one-quarter of a percentage point on Wednesday as energy prices rise and tensions with Iran persist. The consumer price index climbed again last month, putting annual inflation at 3.4% in August, with higher oil and gas prices a major driver, government data showed. Fed Chairman Kevin Warsh has said he is committed to bringing inflation back to the central bank's 2% target, and a rate increase would be the Fed's first in more than three years. The report said higher rates would likely push up borrowing costs for consumers and businesses, including mortgages, car loans and credit card debt, while savers could earn more on deposits. Mark Zandi, chief economist at Moody's, said credit card rates, which are already above 20%, would rise to record highs once the Fed moves. WalletHub said the average APR on a 48-month new car loan is expected to rise by about 12 basis points in the months after a 25-basis-point Fed hike. The article said the 10-year Treasury yield topped 4.95% last week, its highest level since October 2023, and the average rate on the 30-year fixed mortgage moved above 7% for the first time in more than a year. LoanDepot chief investment officer and head economist Jeff DerGurahian said a Fed hike would not automatically lift 30-year mortgage rates if markets had already priced it in and investors viewed the move as a measured step toward 2% inflation. Adjustable-rate mortgages and home equity lines of credit are tied more directly to the prime rate, while federal student loan rates are fixed and private student loan rates can move with benchmarks such as Libor, prime or Treasury bill rates.

AI-focused investors have poured billions of dollars into technology stocks for months while largely overlooking the rest of the market, according to Bloomberg. Monday’s selloff in the sector came after industry leaders called for a slower pace of technology development, a reminder of the case for diversification.

According to Wallstreetcn, Ukrainian President Volodymyr Zelenskyy said late on September 14 that Ukraine is ready to stop strikes on Russia if partners can ensure Russia no longer attacks Ukraine's energy facilities, infrastructure, and grain supply routes.

Puig Brands SA agreed to buy the remaining 50% of skincare brand Isdin it did not already own for €1.2 billion ($1.4 billion), according to Bloomberg. The deal gives Puig full control of Isdin.

A new study found that the rise of artificial intelligence has coincided with a significant decline in initial earnings and employment among graduates in the most exposed college majors, according to Bloomberg. The report said the trend could affect career outcomes for years afterward.

Christian Meunier, chairman of Nissan Americas, said U.S. auto tariffs have been hard to manage but pushed Nissan to speed up localization and production in the United States, according to Bloomberg. He said keeping products affordable in North America remains a challenge on Bloomberg Open Interest.

同是回购型代币，市场给PONS的估值只有0.9倍PE，HYPE却拿到29倍。陡峭的估值曲线背后，是现金流确定性与「被验证程度」的定价逻辑。

Elon Musk endorsed Amodei's position on X, writing simply "Dario is right"

奥特曼宣布OpenAI放弃2026年上市计划。营收130亿、净亏385亿的现金黑洞背后，是一场关于估值、监管与算力军备的三重博弈。

零息可转债、溢价转股，智谱再融50亿美元。烧钱无底洞之后，它把新故事押在了自训练模型上，资本市场还愿意买账吗？

48小时连发四条帖子，马斯克罕见对AGI亮出警惕底色，直言AI失控比核武器更可怕。但同一时间，他的xAI仍在全速推进训练与算力扩张。

Robinhood Chain 已跑出高交易量与收入，代币化股票、Launchpad 与 DEX 生态加速成型，而真正的零售用户红利尚未释放。

AI连破数学难题，陶哲轩与斯特罗加茨等数学家直面"失去人类理解能力"的边缘。

本文以案件调查员的视角，对加密货币洗钱领域的清洗手法、资金类型、资金威胁进行了简单的介绍，旨在帮助不同国家的研究人员更好地对华语洗钱网络进行情报挖掘。

周一开门就来了个下马威。大饼一度跌破7.7万刀，回踩76k一线，压在市场头上的，是本周三那场议息会议。

"祝你穷得开心"的嘲讽已成过去式。本文用三个范畴给加密资产画地图：看现金流的加密业务、凭共识的诚实Meme、纯属空气的炒作盘，并给出周期性持有与短期博弈的操作框架。