Investment News

Japan – BOJ leans towards rate hikes amid rising inflation and consumption strength

Bank of Japan Board Member Asahi Noguchi expressed on September 29, 2025 that the need for interest rate hikes in Japan is growing “more than ever,” signaling a possible breakthrough in the country’s hitherto accommodative monetary policy. Noguchi, so far seen as a dovish member of the BOJ, notes stable economic progress, inflation approaching the […]

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Goldman Sachs raises forecasts — “overweight” on global stocks

Global stock markets received a boost after Goldman Sachs raised its recommendation for global stocks to “overweight”, arguing that economic momentum was improving, favorable valuations and growing support for fiscal and monetary policy. The bank points out that mid-2025 brought a clear increase in risk appetite, and the indices broke through multi-month resistance levels, which

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Fed — easing signals, but beware of services inflation

In its September announcements, the Fed gave mixed signals: on the one hand, the markets are discounting a series of rate cuts, on the other — Fed representatives (m.in. Beth Hammack) are warning of persistent inflationary pressures, especially in the services segment. Official documents from mid-September confirm that the FOMC Committee is still at the

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Evergrande and the Chinese real estate sector – the offering and restructuring phase

Evergrande’s liquidity and restructuring continue to be in focus: liquidators have received initial, non-binding offers for a portion of assets (e.g., property management services plots), which could mean gradual steps toward an orderly sale of assets. This is important for the markets, as the Chinese real estate sector continues to influence the global and domestic

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ECB pauses — rates unchanged, but “still in the right place”

At its last meeting, the Governing Council of the European Central Bank decided to keep the three key interest rates unchanged, arguing that inflation is on target and current policy is “in the right place”. This is the second break in the easing cycle, which has eased market expectations for rapid reductions in the cost

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Bitcoin — Back Above $112k and Heated Expectations for Q4

Bitcoin has broken above $112k in recent days, fueling speculation of a further rally towards new highs at the end of the year. Commentary from prominent investors and analysts (and inflows into BTC ETFs) is maintaining momentum, and technical support/resistance levels in the $112-115k region will be crucial in the short term.

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