Actualités financières en direct

Fed Decisions from July to October Goldman Sachs now anticipates the Federal Reserve will implement a 25 basis point hike in its upcoming meeting. According to the firm’s analysis, this move is largely a …

Fed Decisions from July to October Goldman Sachs now anticipates the Federal Reserve will implement a 25 basis point hike in its upcoming meeting. According to the firm’s analysis, this move is largely a response to market dynamics rather than any substantial shift in the underlying inflation narrative. Despite steady inflation figures, Goldman’s forecast suggests the market’s influence is compelling the Fed to act. This outlook may imply that the upcoming rate hike is more of an isolated adjustment than the beginning of a new cycle of increases, potentially easing concerns in equity markets. Advertisement Key Takeaways Goldman Sachs suggests the Federal Reserve’s anticipated 25bp rate hike is driven by market pressures rather than fundamental inflation changes. Market activity reflects a belief that this rate adjustment may be a singular event rather than the start of a more aggressive tightening cycle. Pricing in prediction markets suggests a moderate decrease in the likelihood of interest rate cuts in the upcoming Federal Reserve meetings. What to Watch Upcoming Federal Reserve meetings, particularly the one scheduled for next week, will be crucial in assessing whether this rate hike is a standalone event or part of a broader monetary policy shift. Attention will be on any statements from Fed officials, including Chair Kevin Warsh, that might offer further insights into future policy directions. Market participants will also be monitoring economic indicators, such as inflation reports and employment data, for any indications that could influence the Fed’s decision-making process in the coming months. Get live prediction-market analysis, powered by Vera. Sign up for Vera.

Warnings from Anthropic and OpenAI chiefs rattle investors in the company sitting closest to the AI boom's financial center of gravity. SoftBank Group’s stock dropped more than 13% on September 14, 2026, its steepest …

Warnings from Anthropic and OpenAI chiefs rattle investors in the company sitting closest to the AI boom's financial center of gravity. SoftBank Group’s stock dropped more than 13% on September 14, 2026, its steepest single-day fall since late June. The trigger was not an earnings miss or a regulatory crackdown. It was a pair of essays and statements from the very people running the AI companies SoftBank bet its future on. What Amodei and Altman actually said Anthropic CEO Dario Amodei published an essay on September 12 calling for a deliberate deceleration in the development of the most powerful AI models. His argument was rooted in safety, not competitive strategy: the technology is advancing faster than humanity’s ability to understand or govern it. Gloria Bull case, bear case, or the catalyst that breaks it — Gloria Finance runs the whole research in one click. Run a playbook → OpenAI CEO Sam Altman aligned himself with that position and went a step further. He described the current moment as an “ill-advised” time for OpenAI to pursue an initial public offering, a comment that sent a secondary shockwave through SoftBank’s already rattled investor base. Advertisement That second point matters enormously for SoftBank. The Japanese conglomerate has committed roughly $65 billion to OpenAI, building toward an ownership stake of around 13%. At that scale of exposure, OpenAI’s IPO timeline is not just a corporate milestone. It is SoftBank’s liquidity event, the moment when paper gains become real returns. Altman pushing that timeline further out, potentially into 2027, is the financial equivalent of a contractor telling you the house won’t be ready on moving day. Frustrating when you’re a homebuyer. Potentially destabilizing when you’ve borrowed heavily to finance the build. Macro, rates, and crypto—what moved markets and what matters next. Daily. Free. Join 34,000+ readers across crypto, finance, and policy. Email address Subscribe free We respect your privacy. Unsubscribe anytime. SoftBank as the AI sector’s stress test SoftBank has long served as a proxy for how comfortable the market feels about big, leveraged bets on transformative technology. This 13% drop is a case study in concentrated exposure. SoftBank is not a diversified tech index fund. It is a concentrated wager that a handful of AI companies will generate returns large enough to justify the debt load required to fund them. The company’s stock has now become a real-time sentiment indicator for the OpenAI IPO narrative. Prior episodes of volatility in SoftBank shares have tracked closely with rumors and speculation about when OpenAI might go public. Each delay, each hedge, each cautionary statement from OpenAI’s leadership moves the needle. What investors are reading into this When the CEOs of Anthropic and OpenAI, two organizations whose entire purpose is to build powerful AI, start urging caution publicly, it becomes harder for investors to wave away the underlying concerns as overcautious noise. For investors evaluating SoftBank specifically, the calculus now involves a set of questions that didn’t feel urgent twelve months ago. What happens to SoftBank’s balance sheet if the OpenAI IPO slips to 2027 or beyond? How does a safety-driven development slowdown affect the revenue projections that underpin OpenAI’s assumed valuation? And how much of SoftBank’s current market capitalization reflects an IPO premium that may need to be walked back?

Senate Republicans have unveiled a revised draft of the Clarity Act, incorporating a new ethics proposal that has secured the agreement of President Trump. The updated text also includes modifications related to blockchain regulation, …

Senate Republicans have unveiled a revised draft of the Clarity Act, incorporating a new ethics proposal that has secured the agreement of President Trump. The updated text also includes modifications related to blockchain regulation, yield protections, and agricultural rules. This development represents a significant step toward potential legislative approval, suggesting that the bill remains active and continues to address contentious issues affecting the crypto market structure. Key provisions in the revised text involve maintaining ethics standards while introducing changes in non-decentralized DeFi protocols and stablecoin yield limitations. Advertisement Key Takeaways The release of the revised Clarity Act text suggests progress towards its passage, consistent with increased support for a YES outcome. Market pricing indicates a rise in the likelihood of the Clarity Act being signed into law, with odds moving from 14% to 21.5% over the past week. The agreement by President Trump on the ethics proposal could indicate further bipartisan negotiations and potential advancement of the bill. What to Watch Observers will be closely monitoring any forthcoming statements or actions from key political figures, including President Trump and Senate Banking Committee Chairman Tim Scott. Announcements regarding Senate votes or further White House support could impact market perceptions and pricing. Additionally, any delays or setbacks in the legislative process may influence the current market outlook, as stakeholders await confirmation of the bill’s progress. Get live prediction-market analysis, powered by Vera. Sign up for Vera.

Anthropic, the AI firm known for its Claude chatbot, is reportedly anticipating its second consecutive quarter of profitability and is eyeing a Nasdaq IPO that could value the company at $2 trillion, according to …

Anthropic, the AI firm known for its Claude chatbot, is reportedly anticipating its second consecutive quarter of profitability and is eyeing a Nasdaq IPO that could value the company at $2 trillion, according to a Financial Times report. This development marks a significant turnaround for Anthropic, which was valued at $965 billion during its Series H funding round in May 2026. Market participants appear to interpret this news as indicative of strong future performance, with the company’s potential public offering becoming one of the most anticipated in the AI sector. The IPO discussions come amid Anthropic’s confidential filing and valuation assessments linked to projected revenues of up to $200 billion by 2028. Advertisement Key Takeaways Market pricing suggests a decreased likelihood of Anthropic’s market cap being less than $1.25 trillion at IPO close, consistent with news of expected profitability and high valuation. Anthropic’s potential $2 trillion IPO valuation appears to support robust market confidence in its future growth prospects. Current market activity reflects anticipation of a high-impact IPO, with shifts in pricing likely driven by the company’s profitability and valuation forecasts. What to Watch Market participants will closely monitor Anthropic’s financial disclosures and any amendments to its IPO filing, as these could provide further clarity on expected revenue growth and valuation. Key actors, including lead underwriters and the U.S. Securities and Exchange Commission, may play pivotal roles in determining the timeline and final valuation range of the IPO. Any regulatory developments or strategic investments by major stakeholders such as Amazon or Google could further influence market expectations. Get live prediction-market analysis, powered by Vera. Sign up for Vera.

Live Events RISING YEN FACES BOJ RECKONING as a Reliable and Trusted News Source Addas a Reliable and Trusted News Source Add Now! (You can now subscribe to our (You can now subscribe to …

Live Events RISING YEN FACES BOJ RECKONING as a Reliable and Trusted News Source Addas a Reliable and Trusted News Source Add Now! (You can now subscribe to our (You can now subscribe to our ETMarkets WhatsApp channel The dollar was steady on Monday, with the yen holding on to its recent sharp gains and hovering near a ​seven-month high as investors pondered possible rate hikes from ​the Federal Reserve and Bank of Japan in a pivotal week for monetary policy.Global policymakers are grappling with ​erratic pricing pressures from the six-month-long U.S.-Israeli war on Iran that has pushed oil prices well above $100 per barrel and upended the path for rates amid bouts of selloffs in long-end bonds.The European Central Bank raised rates last week and warned of further hikes, setting the stage for the Fed policy decision on Wednesday and a ‌widely expected rate hike ⁠from the ⁠BOJ on Friday. The Bank of England is expected to stand pat on Thursday, but the voting is likely to be close.Traders ramped up bets for a Fed rate hike after ​data on Friday showed U.S. consumer prices accelerated in August; they priced in an 86% chance of an increase this week and another move higher later ​in the year, the CME FedWatch tool showed."The Fed could decide to wait, but that is complicated by its October meeting being just ahead of the U.S. midterm elections and waiting until December to move will be too long," said Shane Oliver, chief economist and head of investment strategy ​at AMP.The euro was recently at $1.159, while sterling last bought $1.3524. The U.S. dollar index, which ⁠measures the ‌greenback against six other units, was steady at 99.15 after two straight weeks of meager declines.U.S. Treasury yields remained ​near multi-year highs, with ​the 2-year yield , which typically moves in step with Fed rate expectations, easing a touch to 4.6148%, after rising ⁠26 basis points last week.The rising yields and shifting rate expectations have so far ​failed to push the dollar higher as central banks in major economies are also expected to raise ​rates while worries around Fed policy credibility linger."We think the dollar would welcome a hike in that it would back up the Fed's monetary policy credibility and take a little more steam out of the debasement trade," ING analysts said in a note."Yet the dollar does not need to rally too far. After all, we think this is a recalibration of Fed policy, not a new cycle."Meanwhile, Brent crude futures rose nearly 3% to $107.51 per barrel in early Asian trading after new Houthi strikes on Saudi Arabia and Iranian attacks on ships in the Gulf compounded supply ‌concerns following the closure of a key Saudi oil pipeline.The Japanese yen was at 153.49 per U.S. dollar, not far from the seven-month high of 152.89 it touched last week as fresh signs emerged of market ​sentiment on the ​Asian currency changing, with speculators turning to ⁠a net long position on the yen for the first time since February."A 25 bps hike is already almost fully priced," analysts at MUFG said in a note. "For the yen to strengthen further, the BOJ will have to signal that they are planning to stick to the faster ​pace of hikes."TD Securities analysts said not putting another rate hike on the table for either the October or December meeting risks a knee-jerk dollar/yen rally back to 157 to 160.The yen is up 4% this month on the back of expectations that the BOJ will be faster in delivering rate hikes and signs of potential repatriation of assets by domestic investors."Not hiking would be a catastrophic error. Not communicating robustly will be a significant own goal," said James Athey, fixed-income portfolio manager at Marlborough, adding that expectations about repatriation and GPIF asset allocation changes are playing a significant role in the yen move.

US-Iran peace talks attendance Former U.S. President Donald Trump has dismissed reports suggesting Chinese aid to Iran, while confirming the postponement of a planned Gulf State meeting in Oman. The meeting, intended to address …

US-Iran peace talks attendance Former U.S. President Donald Trump has dismissed reports suggesting Chinese aid to Iran, while confirming the postponement of a planned Gulf State meeting in Oman. The meeting, intended to address issues surrounding the Strait of Hormuz, a strategic oil transit chokepoint, was anticipated as part of ongoing regional diplomatic efforts. This postponement indicates potential challenges in diplomatic coordination amid heightened tensions following recent U.S. and Israeli military actions against Iran. The timing of these developments may impact the likelihood of Mojtaba Khamenei attending a U.S.-Iran diplomatic meeting by the end of 2026. Advertisement Key Takeaways The postponement of the Oman meeting suggests a lack of momentum in diplomatic efforts, which appears to affect market confidence regarding Khamenei’s attendance at U.S.-Iran talks. Trump’s dismissal of reports about Chinese aid to Iran may indicate limited external influence on the diplomatic process, contributing to uncertainty in market expectations. Market pricing currently reflects skepticism about a U.S.-Iran diplomatic meeting occurring by the end of 2026, with odds for Khamenei’s attendance at 11.5%. What to Watch Observers should monitor any announcements from the U.S. State Department or Iranian Foreign Ministry regarding rescheduling of the Gulf State meeting or new diplomatic engagements. Further statements by Trump or Chinese officials about regional involvement could influence market perceptions. Additionally, any unforeseen developments or escalations in the region could shift the current diplomatic landscape and market expectations. Get live prediction-market analysis, powered by Vera. Sign up for Vera.

SGX's Bitcoin and Ether perpetual contracts, already boasting $5.8 billion in cumulative volume, will soon be accessible to American trading desks through existing clearing members. The Singapore Exchange just became the first major Asian …

SGX's Bitcoin and Ether perpetual contracts, already boasting $5.8 billion in cumulative volume, will soon be accessible to American trading desks through existing clearing members. The Singapore Exchange just became the first major Asian bourse to crack open its crypto perpetual futures market to US institutional money. SGX received authorization from the US Commodity Futures Trading Commission under Regulation 48.10, a pathway that lets US institutions trade on a foreign exchange without that exchange having to register domestically. The practical effect: American hedge funds, asset managers, and proprietary trading firms will soon be able to tap directly into Asian crypto liquidity pools from their existing setups. No new exchange memberships, no offshore entity gymnastics. Just onboarding through SGX’s current clearing members, which is expected to take two to four weeks, with live trading access following within one to two months. Gloria Own any of the names in this story? See what today's moves actually do to your portfolio. Open in Gloria → What SGX is actually offering The products in question are Bitcoin perpetual futures (BTP) and Ether perpetual futures (ETP), contracts that never expire and instead use periodic funding rates to keep prices tethered to the spot market. The difference here is that SGX wraps these instruments in the full infrastructure of a regulated securities exchange: traditional margin calls, collateral top-ups, and central clearing. One notable detail: SGX does not accept stablecoins as collateral. That’s a deliberate choice that reinforces the traditional finance guardrails around these products and separates them from the DeFi-adjacent collateral practices common on offshore platforms. Advertisement The contracts launched on November 24, 2025, and have already built meaningful traction. Cumulative traded volume reached $5.8 billion, roughly 400,000 lots, by the time the CFTC authorization was announced. Peak daily volume hit 11,500 lots in a single session, equivalent to about $145 million changing hands in one day. Open interest stood at 1,300 lots, approximately $19 million, at the end of August 2026. Bitcoin accounts for 66% of open interest, while commanding 83% of average daily trading volume. The news moving money, markets, and the world—before your day starts. Daily. Free. Join 34,000+ readers across crypto, finance, and policy. Email address Subscribe free We respect your privacy. Unsubscribe anytime. Why Regulation 48.10 matters Regulation 48.10 allows the CFTC to authorize foreign boards of trade to offer their products to US persons, provided the foreign exchange meets certain regulatory standards. It’s the same framework that has historically allowed US traders to access commodities markets in London or Tokyo. Perpetuals have been the most traded crypto derivative globally for years, dwarfing the volume of traditional dated futures on CME. Yet they’ve existed almost entirely outside the US regulatory perimeter. CME doesn’t list them. Neither does any other CFTC-regulated US exchange. By listing the products on a well-regulated foreign exchange and then obtaining CFTC authorization for US access, SGX achieves something that no domestic venue has managed: giving US institutions a regulated way to trade the single most popular crypto derivative instrument on the planet. Competitive implications and what comes next For CME Group, which has dominated regulated crypto futures in the US with its dated Bitcoin and Ether contracts, this introduces a new competitive dynamic. US desks that previously had to choose between CME’s regulated products and offshore perpetuals now have a middle path. SGX is not stopping at perpetuals either. The exchange is working on expanding its crypto lineup to include dated Bitcoin and Ether futures alongside options products. The $5.8 billion in cumulative volume SGX has already attracted suggests there’s real appetite from Asian and international institutions for exchange-traded crypto perpetuals. SGX’s decision to stick with traditional collateral frameworks rather than accepting stablecoins looks like a deliberate hedge against regulatory scrutiny.

Russia cities entry by December 31, 2026 Lithuania is reinforcing its borders in preparation for potential conflict with Russia, according to CBS World. The move includes the construction of anti-tank obstacles and trenches along …

Russia cities entry by December 31, 2026 Lithuania is reinforcing its borders in preparation for potential conflict with Russia, according to CBS World. The move includes the construction of anti-tank obstacles and trenches along its border with Russia and Belarus. Lithuania, a NATO member, is responding to increased military activity by Russia near NATO borders, amidst ongoing tensions from the Ukraine conflict. The measures are seen as defensive, aiming to delay any potential armored incursions from Russian forces, particularly near the Kaliningrad region. Advertisement Key Takeaways Lithuania’s border fortifications appear to indicate heightened defensive readiness against a potential threat from Russian tanks. This development suggests increased regional tensions, potentially affecting market expectations regarding Russian military advances. Market pricing for scenarios involving Russian entry into Sloviansk reflects decreased likelihood, consistent with Lithuania’s reinforced defenses. What to Watch Observers should monitor any further military developments from Russia, particularly near the Lithuanian border, as these could impact regional security dynamics. Additional NATO responses or support for Lithuania may influence market expectations regarding Russian military actions in Ukraine. Any diplomatic engagements or announcements from involved parties could also shift market perceptions and pricing related to potential Russian advances. Get live prediction-market analysis, powered by Vera. Sign up for Vera.

South Korea's largest crypto exchange posted an 11.2 trillion won week, with XRP outpacing Bitcoin in retail trading activity South Korea’s crypto market is doing just fine, thanks for asking. Upbit, the country’s dominant …

South Korea's largest crypto exchange posted an 11.2 trillion won week, with XRP outpacing Bitcoin in retail trading activity South Korea’s crypto market is doing just fine, thanks for asking. Upbit, the country’s dominant exchange, posted weekly trading volume of 11.2 trillion won, roughly $8 billion, for the most recent reporting week. That figure represents a 6.74% jump from the prior week, and XRP claimed the top spot among the most actively traded assets on the platform. The trading hierarchy on Upbit for the week placed XRP first, Bitcoin second, and USDT third. XRP/KRW pairs have repeatedly surpassed BTC/KRW in daily and weekly rankings over the past year, with Korean traders dealing directly in won-denominated pairs rather than routing through dollar-based stablecoins. Gloria Own any of the names in this story? See what today's moves actually do to your portfolio. Open in Gloria → Advertisement XRP has captured the largest share of volume spikes during periods of heightened activity, including recent daily peaks where Upbit’s trading volumes soared over 270%, with single-day figures reaching as high as $3.81 billion. Upbit is operated by Dunamu and sits comfortably at the top of the South Korean exchange hierarchy. Its closest domestic competitor is Bithumb, though Upbit’s volumes have consistently run ahead. The exchange has over 12–13 million registered users historically noted as active participants. The news moving money, markets, and the world—before your day starts. Daily. Free. Join 34,000+ readers across crypto, finance, and policy. Email address Subscribe free We respect your privacy. Unsubscribe anytime. For anyone tracking global crypto demand, the Upbit data carries a few implications worth sitting with. XRP sits well outside the top two by market cap globally, but by trading activity on one of Asia’s most active exchanges, it routinely competes with Bitcoin for the top slot. Strong local demand for XRP/KRW can support price floors and reduce volatility in ways that are not immediately visible if you are only watching dollar-denominated order books on Western exchanges.

Bitcoin (CRYPTO: BTC) is back. Or, at least, that's what the crypto bulls would have you believe after a phenomenal August, in which Bitcoin gained 23%. In fact, Coinbase Global CEO Brian Armstrong now …

Bitcoin (CRYPTO: BTC) is back. Or, at least, that's what the crypto bulls would have you believe after a phenomenal August, in which Bitcoin gained 23%. In fact, Coinbase Global CEO Brian Armstrong now thinks that Bitcoin -- currently trading at $77,000 -- co… Bitcoin (CRYPTO: BTC) is back. Or, at least, that's what the crypto bulls would have you believe after a phenomenal August, in which Bitcoin gained 23%. In fact, Coinbase Global CEO Brian Armstrong n…