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.

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.

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.

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.

About 2.4 million ZEC took part in the privacy vote for Zcash's next major network upgrade, NU7, accounting for roughly two-thirds of the tokens eligible to vote. According to Odaily, voters supported shortening block times to 25 seconds, keeping the Bitcoin-style halving schedule, and rolling out NU7 as soon as possible. They also backed delaying the reissuance of fees collected under the network sustainability mechanism until February 2031 and disabling transactions tied to the deprecated Sprout privacy system.

CLARITY法案、トランプ、ステーブルコイン、金融システム、CLARITYの失敗は暗号資産業界の良し悪しとはあまり関係がない。金色財経、やるべきことをやるだけだ。

中国人民銀行の潘功勝総裁は、「中国の金融構造の変化を深く認識する」と題する論説を発表し、中国の金融構造の変化に内在する論理を認識し、金融政策の枠組みを動的に最適化・調整し、現代的な金融市場システムの構築と発展を持続的に推進していく必要性を強調した。

「Continuous Adversarial Testing（CAT）」と呼ばれるこのプラットフォームは、2026年9月15日にコインベースによって発表された。

OpenAI、AIエージェント、LLM、GPT-6 Solが登場か？ OpenAI、今週「発表ラッシュ」を迎える可能性　金色財経によると、OpenAIは大規模な製品アップデートを準備している可能性がある。

デミス・ハサビス氏が7月、米国主導で金融業界規制機構（FINRA）をモデルとした標準化機関の設立を求める提案を発表して以来、議論が続いている。

ミームコインがトークン化された株式に与える推進力は、なんと機関投資家の資金をはるかに上回っている。

ロシアは、デジタル資産に対して金融システムを開放する一方で、国家管理下のデジタルルーブルの構築も進めているが、この2つにはまったく異なる役割が与えられている。

過去十数年間、暗号資産は米国の主流金融システムへの参入を目指してきたが、CLARITY法案の経緯は、まさにそれがすでに実現したことを示している。ただ、主流に参入した途端、状況は一転して厳しくなったのだ。

北朝鮮は、イラン、シリア、南アフリカなどの国々の人々を利用し、自国のIT技術者が米企業の採用面接に合格し、リモート勤務の職に就けるよう手助けさせている。

OpenAIのCEO、オットマン氏は「2026年ではない」という一言で、世界で最も期待されていたIPOを2027年の「先物」に変えてしまった。