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Oil surges on surprise U.S. inventory draw, reigniting inflation and supply concerns

Crude oil jumped by the most since July after U.S. inventories fell unexpectedly, sharpening worries about tight supplies heading into year-end. The spike supports energy equities but complicates the disinflation narrative, as higher fuel costs can filter through to consumer prices and freight. Traders will watch OPEC+ guidance and U.S. production trends for durability of the move.

Source: Seeking Alpha


Tether confirms capital raise plans at reported $500B valuation

Stablecoin giant Tether said it plans to raise new equity, with reports pegging a potential valuation near $500 billion for the USDT issuer. A deal of that size would underscore the growing systemic footprint of dollar-pegged tokens in payments and trading, even as policymakers weigh new oversight for stablecoins.

Source: Seeking Alpha


CFTC explores allowing stablecoins as collateral in U.S. derivatives markets

The CFTC launched an initiative to evaluate tokenized collateral, including stablecoins, for use in regulated derivatives markets. Bringing well-regulated stablecoins into futures and swaps collateral frameworks could improve settlement efficiency and liquidity, but would also demand rigorous risk, custody, and compliance standards.

Source: FinanceFeeds


China’s banks face their ‘Japanification moment,’ S&P warns

Years of margin compression and policy-driven support have left Chinese banks thinly capitalized and more exposed to credit shocks, according to S&P Global Ratings. The report cautions that a prolonged period of low growth and weak profitability—akin to Japan’s post-bubble era—could pressure the sector as property woes and local-government debt linger.

Source: South China Morning Post


Nasdaq deepens AWS partnership to modernize capital-markets infrastructure

Nasdaq will deliver its Calypso platform as a fully managed service on Amazon Web Services, enabling banks to streamline front-to-back workflows, risk management, and regulatory compliance in the cloud. The move accelerates market infrastructure migration off legacy systems, aiming for faster time-to-market and lower operational costs.

Source: FinanceFeeds


Commerzbank launches €1B buyback as UniCredit pushes for tie-up

Commerzbank begins a €1 billion share repurchase after securing regulatory approval, signaling confidence in its standalone strategy. The capital action comes as UniCredit continues to advocate for a cross-border merger, placing renewed focus on European bank consolidation and capital return trajectories.

Source: FinanceFeeds


HSBC and IBM say quantum computing could boost bond trading efficiency by 34%

A joint pilot by HSBC and IBM found quantum techniques could lift bond trading efficiency by over a third, highlighting near-term, practical gains from quantum-inspired methods. While still early-stage, the findings reinforce the investment case for firms applying advanced computing to pricing, execution, and risk functions.

Source: Seeking Alpha


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Business — September 25, 2025 | Briefing24