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RBNZ chief economist Conway:
Earlier:
This article was written by Eamonn Sheridan at investinglive.com.
Global fund managers are turning decisively pro-risk, with equity allocations rising to an eight-month high and cash holdings dropping to just 3.8%, according to Bank of America’s October Global Fund Manager Survey.
The poll shows investors are the most bullish on equities since February, buoyed by optimism about a soft economic landing and stronger growth prospects.
That optimism, however, comes with some notable shifts in positioning. The survey found “long gold” is now the most crowded trade, cited by 43% of respondents, ahead of the “long Magnificent Seven” tech stocks at 39%, and “short U.S. dollar” at 8%. BofA strategist Michael Hartnett said investors are betting heavily on a second wave of inflation and a weaker dollar, while concerns about Fed independence and U.S. dollar debasement have gained ground.
At the same time,
Despite the bullish tilt, valuation anxiety is rising. A record 60% of investors say global equities are overvalued, and more than half believe AI-linked assets are in bubble territory. “AI mania” replaced inflation as the top perceived tail risk, followed by a second inflation wave and fears of U.S. dollar debasement. The survey also flagged private credit as the asset class most likely to trigger a systemic event if sentiment sours.
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The survey signals a strong risk-on shift that could extend equity and commodity rallies in the near term, but the dominance of crowded trades like gold and AI suggests markets may be vulnerable to sudden reversals if inflation or policy expectations shift.
This article was written by Eamonn Sheridan at investinglive.com.
The Wall Street Journal surveyed economists on who should be the new Fed Chair, and also on who they whtink will actually get the job.
WSJ Fed-watcher Timiraos compares the should/will gap and tweets the result.
This article was written by Eamonn Sheridan at investinglive.com.
The Wall Street Journal surveyed economists on who should be the new Fed Chair, and also on who they whtink will actually get the job.
WSJ Fed-watcher Timiraos compares the should/will gap and tweets the result.
This article was written by Eamonn Sheridan at investinglive.com.
The U.S. Department of the Treasury has launched one of its largest-ever financial crime crackdowns, moving to seize 127,271 bitcoin valued at about US$12 billion from Chinese national Chen Zhi and his Cambodia-based Prince Group, which Washington has designated as a transnational criminal organization.
The Treasury’s Office of Foreign Assets Control (OFAC) and Financial Crimes Enforcement Network (FinCEN), working with the U.K.’s Foreign, Commonwealth and Development Office, said the Prince Group orchestrated industrial-scale “pig-butchering” scams—long-term relationship frauds that trick victims into bogus investments before disappearing with their funds. The network is also accused of human trafficking, forced labour, and sexual exploitation within “scam compounds” in Cambodia.
U.S. authorities say Chen’s organization laundered illicit proceeds through real-estate, banking, and bitcoin-mining ventures, including a Laos-based operation called Warp Data Technology Lao Sole Co., allegedly used to funnel digital assets into wallets controlled by Chen.
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Bitcoin was designed to be censorship-resistant — a digital asset beyond government control because ownership is recorded on a decentralized blockchain and secured by private keys only the holder can access. In theory, this makes it immune to seizure. Yet in practice, authorities can still confiscate coins when they gain control of wallets, custodial accounts, or private keys through investigations, arrests, or cooperation with exchanges. The U.S. Treasury’s move to seize 127,000 BTC highlights that while the network itself can’t be shut down, human custody and off-chain weaknesses remain the system’s most vulnerable points.
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The unprecedented seizure of over US$12 billion in bitcoin underscores intensifying U.S. scrutiny of crypto flows linked to online fraud and human trafficking. The action may heighten compliance pressure on exchanges and financial institutions across Asia handling high-risk crypto transactions.
Its also helpful for funding Trump’s BTC reserve!
This article was written by Eamonn Sheridan at investinglive.com.
The U.S. Department of the Treasury has launched one of its largest-ever financial crime crackdowns, moving to seize 127,271 bitcoin valued at about US$12 billion from Chinese national Chen Zhi and his Cambodia-based Prince Group, which Washington has designated as a transnational criminal organization.
The Treasury’s Office of Foreign Assets Control (OFAC) and Financial Crimes Enforcement Network (FinCEN), working with the U.K.’s Foreign, Commonwealth and Development Office, said the Prince Group orchestrated industrial-scale “pig-butchering” scams—long-term relationship frauds that trick victims into bogus investments before disappearing with their funds. The network is also accused of human trafficking, forced labour, and sexual exploitation within “scam compounds” in Cambodia.
U.S. authorities say Chen’s organization laundered illicit proceeds through real-estate, banking, and bitcoin-mining ventures, including a Laos-based operation called Warp Data Technology Lao Sole Co., allegedly used to funnel digital assets into wallets controlled by Chen.
—
Bitcoin was designed to be censorship-resistant — a digital asset beyond government control because ownership is recorded on a decentralized blockchain and secured by private keys only the holder can access. In theory, this makes it immune to seizure. Yet in practice, authorities can still confiscate coins when they gain control of wallets, custodial accounts, or private keys through investigations, arrests, or cooperation with exchanges. The U.S. Treasury’s move to seize 127,000 BTC highlights that while the network itself can’t be shut down, human custody and off-chain weaknesses remain the system’s most vulnerable points.
—
The unprecedented seizure of over US$12 billion in bitcoin underscores intensifying U.S. scrutiny of crypto flows linked to online fraud and human trafficking. The action may heighten compliance pressure on exchanges and financial institutions across Asia handling high-risk crypto transactions.
Its also helpful for funding Trump’s BTC reserve!
This article was written by Eamonn Sheridan at investinglive.com.
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