The US 10-year Treasury yield reaches 4.85% by September 30, 2026 in the base case, 5.10% in the bull-yield case and 4.30% in the bear-yield case, driven by a term-premium repricing that consensus forecasts have…
SBI closes Coinhako deal as JPYSC stays locked…
SBI Holdings closed its majority acquisition of Singapore crypto platform Coinhako on July 16, 2026 after clearing Monetary Authority of Singapore (MAS) approval, and the strategic pitch is a Japan–Southeast Asia settlement corridor running on…
Nayax refuses to pay as leak deadline lands…
Nayax has refused to pay a criminal extortion demand, and the attacker's publication deadline lands tomorrow. The detail the payments industry should be studying is not the refusal but the tape: NYAX fell roughly 11%…
Bank regulators give themselves 72 hours; banks get…
The Federal Reserve, Federal Deposit Insurance Corporation (FDIC) and Office of the Comptroller of the Currency (OCC) issued a joint statement on July 16, 2026 committing to notify banks of a compromise of confidential supervisory…
AUD/USD to 0.7150 by Q3 2026: the energy-windfall…
AUD/USD reaches 0.7150 by September 30, 2026 in the base case, 0.7300 in the bull case and 0.6750 in the bear case, driven by an Australian energy terms-of-trade windfall that has inverted the Aussie's usual…
PayPal board rejects $53bn Stripe-Advent bid as too…
PayPal's board has rejected the $53 billion all-cash takeover offer from Stripe and Advent International as inadequate, concluding at a specially convened meeting that the $60.50-per-share bid fails to reflect the value management could deliver…
Allbridge loses $1.65m to the same flaw that…
Allbridge Core lost $1.65 million on Sunday to a flash-loan attack that manipulated the ratio between two stablecoins inside its own liquidity pools — the same class of exploit that took roughly $570,000 from the…
Bitcoin to $58,000 by Q3 2026: the ETF…
Bitcoin reaches $58,000 by September 30, 2026 in the base case, $72,000 in the bull case, and $48,000 in the bear case. The base case rests on a flow recovery that has recouped roughly 2%…
Swift ledger goes live with 17 banks on…
Swift's blockchain ledger is live with 17 banks across six continents preparing tokenised cross-border payments, and the architectural choice underneath it is the part institutional treasurers should read closely: this is an orchestration layer, not…