Actualités financières en direct

The market odds of a rate increase at the US Federal Reserve’s October meeting sank Wednesday after the central bank published minutes of its September meeting, though Fed watchers priced in a December hike. …

The market odds of a rate increase at the US Federal Reserve’s October meeting sank Wednesday after the central bank published minutes of its September meeting, though Fed watchers priced in a December hike. While the Fed’s policymakers voted unanimously to r… The market odds of a rate increase at the US Federal Reserves October meeting sank Wednesday after the central bank published minutes of its September meeting, though Fed watchers priced in a Decembe…

David MacNicol is president and portfolio manager at MacNicol & Associates Asset Management. The recent synchronized rise in global yields is not simply a U.S. fiscal or monetary story. Investors are reassessing global debt …

David MacNicol is president and portfolio manager at MacNicol & Associates Asset Management. The recent synchronized rise in global yields is not simply a U.S. fiscal or monetary story. Investors are reassessing global debt levels, persistent inflation and a … David MacNicol is president and portfolio manager at MacNicol & Associates Asset Management.The recent synchronized rise in global yields is not simply a U.S. fiscal or monetary story.Investors a…

The artificial intelligence buildout is still in its early-to-middle stages, Citi Wealth said in a report released Wednesday (Oct. 7). By completing this form, you agree to receive marketing communications from PYMNTS and to …

The artificial intelligence buildout is still in its early-to-middle stages, Citi Wealth said in a report released Wednesday (Oct. 7). By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions . Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. The AI investment cycle is facing greater scrutiny due to higher interest rates, increasingly capable open-weight models, regulatory pressure and rising infrastructure costs, the bank said in the report. At the same time, despite the “growing noise” around the AI buildout, other signals remain strong, including semiconductor demand that continues to outpace near-term supply, U.S. core capital goods orders that rose in the first half, and AI-related exports that continue to drive growth in countries like South Korea and Taiwan, per the report. We’d love to be your preferred source for news. Please add us to your preferred sources list so our news, data and interviews show up in your feed. Thanks! Add as Preferred Source “We continue to favor diversified semiconductor exposure as a core holding and a key pillar of our U.S. large cap overweight,” Citi Wealth said in the report. “We also favor hyperscalers, which enter the next phase from a position of strength. Their vertical integration across large language models (LLMs), compute infrastructure (data centers) and chips strengthen their competitive advantage.” On the same day this publication arrived, Reuters reported that analysts are watching Samsung Electronics’ upcoming earnings as they look for data on whether memory chip margins have peaked and whether the AI spending boom remains durable. Samsung is set to release its preliminary third quarter results Thursday (Oct. 8), followed by more detailed data for the quarter in late October, according to the report. While the shortage of chips is expected to continue into 2027 or beyond, the pace of price increases on the products slowed in the third quarter, leading to analysts’ concerns about the memory chip margins and AI spending that have driven profits for Samsung and other chipmakers, the Reuters report said. The Bank for International Settlements released a report in July that warned that excessive AI investment could make the technology’s boom unsustainable. The BIS pointed to past booms that “ended in sharp corrections” that had far-reaching economic implications. NOTUS said in July that it obtained a copy of a draft report by the U.S. Department of the Treasury that warned of extensive risks to the economy if the AI market repeats what happened when the dotcom bubble burst 25 years ago.

There is more work to be done in modernizing the bank regulatory and supervision framework, Federal Reserve Vice Chair for Supervision Michelle W. Bowman said Tuesday (Oct. 6). By completing this form, you agree …

There is more work to be done in modernizing the bank regulatory and supervision framework, Federal Reserve Vice Chair for Supervision Michelle W. Bowman said Tuesday (Oct. 6). By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions . Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. In a speech delivered at the Community Banking Research Conference in St. Louis, Missouri, Bowman said that over the past two years the Fed has acted to support community banks by refocusing its supervision on risks that could impact a firm’s financial condition, by working with banking agencies to update the community bank leverage ratio and by eliminating the Novel Activities Supervision Program to support community bank innovation. One area in which work remains to be done is mergers and acquisitions. The Federal Reserve’s competitive analysis in bank mergers disproportionately affects rural banks in small and underserved markets and understates the competition these banks face, Bowman said. We’d love to be your preferred source for news. Please add us to your preferred sources list so our news, data and interviews show up in your feed. Thanks! Add as Preferred Source “This analysis is antiquated and harmful to community banks that may face greater difficulties in merging, even when doing so may actually create a stronger and more competitive banking environment,” Bowman said. Bowman also highlighted de novo formation and said that the Federal Financial Institutions Examination Council (FFIEC) issued a statement in June reaffirming its support for de novo bank formation. “While this was an important show of broad-based support for de novos, federal and state banking agencies can and should do more to promote new bank formation — including clarifying approval standards (like capital requirements), adhering to specific and reasonable processing timelines, and issuing conditional approvals where appropriate,” Bowman said. A third area in which work remains is in rationalizing and streamlining the call report, Bowman said, referring to the Consolidated Reports of Condition and Income. “The FFIEC issued a request for information on call report streamlining in December 2025, seeking public comment about excessive burden on banks that file the call report and requesting stakeholders to identify options for streamlining,” Bowman said. PYMNTS reported in June 2025, when Bowman was sworn in as vice chair for supervision at the Federal Reserve, that past speeches and papers showed that Bowman might drive a rollback of several regulations, with a guiding principle that seeks to relax some mandates on smaller financial institutions, and address risks in the system.

NEW YORK, Oct 6 : A US judge on Tuesday authorized an investment fund that filed a criminal complaint in Switzerland against iron ore trader Radiant World to subpoena payments records from the Federal …

NEW YORK, Oct 6 : A US judge on Tuesday authorized an investment fund that filed a criminal complaint in Switzerland against iron ore trader Radiant World to subpoena payments records from the Federal Reserve Bank of New York and the Clearing House Interbank Payments System. US District Judge John Cronan in Manhattan said Mariner Atlantic Multi-Strategy LLC's requested subpoenas were not unduly intrusive or burdensome because they sought seemingly "easy-to-collect payments records related to specific accounts and a specific timeframe." He also said subpoenas were appropriate because it was not otherwise possible for Mariner to obtain the records it sought, and Swiss courts were "receptive" to assistance from their US counterparts. Radiant World did not immediately respond to a request for comment outside business hours.

Gold price is expected to hit $5,013 a troy ounce over the next 12 months, up from the current level of $4,170, delegates to the London Bullion Market Association's (LBMA) annual gathering in Sorrento, …

Gold price is expected to hit $5,013 a troy ounce over the next 12 months, up from the current level of $4,170, delegates to the London Bullion Market Association's (LBMA) annual gathering in Sorrento, Italy predicted on Tuesday. A year ago the delegates of t… Gold rate: Gold has witnessed a volatile year in 2026. Gold rate has been down 3 per cent this year due to expectations of interest rates staying higher for longer amid the Iran war. It jumped 64 per…

TOKYO, Oct 7 : The Bank of Japan's new policymaker Ayano Sato said she supports the idea of raising interest rates in several stages, Kyodo news agency reported on Wednesday, highlighting awareness even among …

TOKYO, Oct 7 : The Bank of Japan's new policymaker Ayano Sato said she supports the idea of raising interest rates in several stages, Kyodo news agency reported on Wednesday, highlighting awareness even among dovish board members of the need to combat inflation risks. Appointed by Prime Minister Sanae Takaichi, who favours looser monetary policy, Sato was one of two dissenters to the BOJ's decision to raise interest rates in September. She joined the nine-member board in June. In the interview with Kyodo, Sato said she decided to vote against last month's rate hike because consumption lacked momentum and underlying inflation was not picking up pace. "I support the idea that interest rates should be adjusted in stages, as current financial conditions are accommodative," Sato was quoted as saying, adding that the appropriate timing of future rate hikes would depend on developments in consumption and income. Sato also said there should not be any pre-set pace for future rate hikes, according to Kyodo. Risks to the price outlook were "somewhat skewed to the upside" due to rising crude oil prices linked to the Middle East conflict, Sato said. INFLATION APPROACHING 2 per cent Along with Toichiro Asada, another newcomer appointed by Takaichi, Sato has been seen by markets as among doves on the nine-member board who could continue to vote against rate hikes. Their dissents in September pushed down the yen as market players interpreted the move as a sign the BOJ's rate-hike plans would continue to face opposition from Takaichi's administration. Sato told Kyodo that BOJ rate hikes could contribute to achieving sustained economic growth. The central bank would set policy independently, but in a way that "eventually aligns with the administration's proactive fiscal policy," she said. After spending years treading cautiously in policy normalisation, the BOJ picked up pace in raising rates by hiking in June and September as the Iran war-induced energy shock added to price pressures from rising import costs via a weak yen. Upon hiking rates to a 31-year high of 1.25 per cent in September, Governor Kazuo Ueda said the central bank had entered a phase focused on preventing underlying inflation from overshooting its target, raising the prospect of tighter policy. While the BOJ may pause in October, it is likely to drop hawkish hints that would reinforce dominant market expectations of a December hike, sources have told Reuters. In a separate interview with the daily Asahi newspaper, Sato said underlying inflation was approaching the BOJ's 2 per cent target, adding that her views on monetary policy were "not that different from many others in the board."

TOKYO, Oct 7 : The Bank of Japan's new policymaker Ayano Sato said she supports the idea of raising interest rates in several stages, Kyodo news agency reported on Wednesday, highlighting awareness even among …

TOKYO, Oct 7 : The Bank of Japan's new policymaker Ayano Sato said she supports the idea of raising interest rates in several stages, Kyodo news agency reported on Wednesday, highlighting awareness even among dovish board members of the need to combat inflation risks. Appointed by Prime Minister Sanae Takaichi, who favours looser monetary policy, Sato was one of two dissenters to the BOJ's decision to raise interest rates in September. She joined the nine-member board in June. In the interview with Kyodo, Sato said she decided to vote against last month's rate hike because consumption lacked momentum and underlying inflation was not picking up pace. "I support the idea that interest rates should be adjusted in stages, as current financial conditions are accommodative," Sato was quoted as saying, adding that the appropriate timing of future rate hikes would depend on developments in consumption and income. Sato also said there should not be any pre-set pace for future rate hikes, according to Kyodo. Risks to the price outlook were "somewhat skewed to the upside" due to rising crude oil prices linked to the Middle East conflict, Sato said. INFLATION APPROACHING 2 per cent Along with Toichiro Asada, another newcomer appointed by Takaichi, Sato has been seen by markets as among doves on the nine-member board who could continue to vote against rate hikes. Their dissents in September pushed down the yen as market players interpreted the move as a sign the BOJ's rate-hike plans would continue to face opposition from Takaichi's administration. Sato told Kyodo that BOJ rate hikes could contribute to achieving sustained economic growth. The central bank would set policy independently, but in a way that "eventually aligns with the administration's proactive fiscal policy," she said. After spending years treading cautiously in policy normalisation, the BOJ picked up pace in raising rates by hiking in June and September as the Iran war-induced energy shock added to price pressures from rising import costs via a weak yen. Upon hiking rates to a 31-year high of 1.25 per cent in September, Governor Kazuo Ueda said the central bank had entered a phase focused on preventing underlying inflation from overshooting its target, raising the prospect of tighter policy. While the BOJ may pause in October, it is likely to drop hawkish hints that would reinforce dominant market expectations of a December hike, sources have told Reuters. In a separate interview with the daily Asahi newspaper, Sato said underlying inflation was approaching the BOJ's 2 per cent target, adding that her views on monetary policy were "not that different from many others in the board."

The new Skydance has unveiled its board of directors, effective immediately, led by chairman and CEO David Ellison and including newcomers Laurene Powell Jobs, founder and president of Emerson Collective, and Bobby Kotick, founder …

The new Skydance has unveiled its board of directors, effective immediately, led by chairman and CEO David Ellison and including newcomers Laurene Powell Jobs, founder and president of Emerson Collective, and Bobby Kotick, founder and former CEO of Activision. They will service as independent directors. Co-CEO Ynon Kreiz, who joined Skydance last week, also has a seat. Powell Jobs is highly influential leader in business and philanthropy and committed investor in journalism and media. Her nonprofit Emerson Collective investments include majority stakes in The Atlantic and Anonymous Content. Kotick served as CEO of Activision for 32 years, building it into one of the world’s most successful video game companies before selling Activision Blizzard to Microsoft for $68.7 billion. Watch on Deadline RELATED: Skydance Putting All 3 TV Studios Under George Cheeks: Warner Bros. TV, CBS Studios, PTVS – The Dish Former UK Prime Minister Tony Blair will join as a Board Advisor. Blair, who will be acting in a personal capacity, is Executive Chairman of the Tony Blair Institute for Global Change, a not-for-profit that helps leaders govern in the age of AI. Paramount said his global leadership experience and commitment to innovation position him as an invaluable advisor in shaping Skydance’s strategic priorities. The other directors are continuing on from the board of Paramount, which was renamed Skydance this morning after closing its merger with Warner Bros Discovery. “I am delighted to welcome Laurene and Bobby to our Board and honored to have Tony join us as an Advisor,” Ellison said. “Together with our other directors, they bring the experience and fresh perspectives we need to build Skydance into an extraordinary company, one that honors the legacies of Paramount and Warner Bros. Discovery while setting a bold course for the future.” RELATED: RELATED: Skydance Putting All 3 TV Studios Under George Cheeks: Warner Bros. TV, CBS Studios, PTVS – The Dish The full Skydance board: David Ellison, Chairman and Chief Executive Officer of Skydance Barbara Byrne, Former Vice Chairman of Barclays PLC (Independent Director) Andy Campion, Chairman and CEO of Unrivaled Sports (Independent Director) Gerry Cardinale, Founder, Managing Partner, and Chief Investment Officer, RedBird Capital Partners Safra A. Catz, Executive Vice Chair and Former CEO, Oracle Corporation Andy Gordon, President of Skydance Justin G. Hamill, Managing Director and Chief Legal Officer, Silver Lake (Independent Director) Lauren Powell Jobs, Founder and President, Emerson Collective (Independent Director) Bobby Kotick, Founder and former CEO of Activision (Independent Director) Ynon Kreiz, Co-Chief Executive Officer of Skydance Sherry Lansing, Former Chairman and CEO of Paramount Pictures (Independent Director) Paul Marinelli, President, Lawrence Investments, LLC John L. Thornton, Chairman of RedBird Capital Partners

Strategy’s October filing shows an accounting consequence. ETF cost estimates measure fund holdings, while redemptions determine how Bitcoin leaves. The post Bitcoin rally delivers $4.1 billion tax windfall for Strategy appeared first on CryptoSlate. …

Strategy’s October filing shows an accounting consequence. ETF cost estimates measure fund holdings, while redemptions determine how Bitcoin leaves. The post Bitcoin rally delivers $4.1 billion tax windfall for Strategy appeared first on CryptoSlate. Strategy estimated a $4.1 billion income-tax benefit after Bitcoin's fair value rose above cost as of Sept. 30, according to its Oct. 5 filing. The benefit comes from a lower estimated tax expense th…