AT&T’s stock looks like the smartest bet in the wireless sector, analyst says
An analyst at BNP has taken a positive view of AT&T’s stock, writing that investors should have “little to quibble with on the mobile side.” Source：MarketWatch
Treasury Secretary Scott Bessent champions dollar dominance across global markets and stablecoins
Bessent pushed back against a bearish assessment of the U.S. economy highlighting strong growth, foreign demand for American assets and continued dollar…
Trump says US will form ‘AI Force’ and appoint AI czar: Reports
Trump posted on Truth Social that his new project would manage the fastgrowing sector without adding regulations that could slow innovation.…
Coinbase, Robinhood, Circle could be early winners of SEC's tokenized-stock push, analysts say
Goldman Sachs and Citizens analysts said the agency's move create new opportunities in custody, tokenization infrastructure and stablecoin settlement, while…
摩根士丹利：美联储年内或连续加息两次
9 月 15 日，摩根士丹利转向鹰派，预计美联储年内连续加息两次。该行最新报告称，美国去通胀进程较预期更为缓慢，预计美联储将在本周加息 25 个基点，并于 12 月再加息 25 个基点。摩根士丹利认为，通胀数据超预期、国际油价突破每桶 100 美元、AI…
前纽约联储主席杜德利：加息理由充分，或将开启连续紧缩
9 月 15 日，前纽约联储主席杜德利表示，美联储当前收紧货币政策的理由已经十分充分，9 月加息可能并非「一次性行动」，而是一轮连续加息的开始。杜德利指出，美国通胀率持续高于美联储 2% 的目标，劳动力市场仍较为稳定，而 8 月核心 CPI 环比上涨…
Amazon, Palantir and 12 more top tech stock picks from UBS analysts
The AI datacenter buildout is still early, and UBS says investors can cash in through investments across the technology, media and telecommunications sectors.…
Crypto stocks rebound after CLARITY Act selloff
Coinbase, Strategy and other cryptolinked stocks rallied Friday as the CFTC and SEC moved ahead with cryptorelated actions under existing authority.…
CFTC sends crypto rules to White House to review as Congress stalls on Clarity Act
The regulator is moving ahead with crypto market rules as the SEC also opens a new path for tokenized stock trading. Source：CoinDesk
Crypto tech provider Haruko hit by cyberattack affecting 15 clients, some funds lost
Some smaller hedge funds with weaker security controls may have lost funds in the targeted attack, sources said. Source：CoinDesk
Why mortgage bonds are set to deteriorate, and possibly hit the whole market, according to this Wall Street expert
A flattening Treasury yield curve is part of the problem for mortgagebacked securities, says Harley Bassman. Source：MarketWatch
A sideways market and rising earnings are presenting opportunities not seen since ChatGPT first launched
A reset for technology makes the sector more attractive relative to the market, says Truist. Source：MarketWatch