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2 OctFri
  1. SEC: Press Release54

    SEC proposes new rules clarifying crypto asset custody framework for investment advisers and funds

    On October 1, 2026, the SEC released proposed rules and amendments to establish a tailored framework for crypto asset custody by registered investment advisers, registered investment companies, and business development companies. The proposal updates custody rules under the Investment Advisers Act of 1940 and the Investment Company Act of 1940, allowing self-custody of crypto assets under specific circumstances, while permitting state-chartered trust companies to serve as custodians of crypto assets for clients and regulated funds. The public comment period will open for 60 days after the proposal is formally published in the Federal Register.

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1 OctThu
  1. SEC: Press Release36

    The SEC's Division of Examinations released a new edition of the Exam Handbook.

    The U.S. Securities and Exchange Commission (SEC) Division of Examinations released the new edition of the SEC Exam Handbook: A Practical Guide on Process and Engagement on October 1, 2026, replacing and expanding the previous examination manual. The handbook provides clear guidance on examination processes nationwide, covering all stages from risk assessment to disposition letters, while offering practical preparation advice and compliance resources for registered entities, aiming to enhance the consistency and predictability of examination processes.

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  2. Federal Reserve: Speeches48

    Waller: The Data Version of Godzilla x Kong — FRED vs. AI

    Federal Reserve Governor Christopher Waller reviewed the history of FRED in a speech, calling it the most valuable public good built by the Federal Reserve. FRED now hosts over 850,000 data series and reached 18 million unique users in 2025. He also noted that AI introduces risks such as incorrect data citations and interpretive bias. FRED traffic is currently growing at an annual rate of 150%, with roughly half of visits coming from AI agents. FRED has launched the FRED MCP Connector, allowing users to retrieve data through their preferred AI agents.

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  4. Google DeepMind34

    Google DeepMind Unveils Gemini 4 Argon: A New Era of Frontier Intelligence

    Google DeepMind announced the launch of the frontier large model Gemini 4 Argon on September 30, 2026. The model is designed for complex long-cycle workflows such as software engineering, legal and financial enterprise knowledge work, and cybersecurity defense, and is currently being phased in to trusted cyber defenders through the Fairwind Program.

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  5. Federal Reserve: Speeches47

    Fed Governor Lisa Cook: The Dual Mission in Rural America

    Federal Reserve Governor Lisa Cook delivered remarks at the first nationwide Investing in Rural America conference hosted by the Federal Reserve Bank of Richmond. She noted that rural labor markets broadly track national trends, but with lower labor force participation and slower employment growth than urban areas in recent years. Rural inflation has largely aligned with national trends, though cost-of-living increases outpaced urban areas during the post-pandemic recovery, with energy and housing costs as the primary sources of divergence.

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30 SeptWed
  1. HKEX: Market Communications34

    HKEX Report on Initial Public Offering Applications, Delistings, and Suspensions in September 2026

    HKEX released its monthly regulatory statistics report on IPO applications, delistings, and suspensions for September 2026. As of September 30, 2026, the total number of listed companies on HKEX reached 2772, with 933 IPO applications processed cumulatively since 2026, of which 169 have completed listing. The report also disclosed the median processing time for various listing application documents in September, and the median time from Listing Committee hearing to listing in the past 12 months was 18 working days.

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  3. Deribit Insights35

    Crypto Derivatives: Week 40 Analysis Report

    Block Scholes has released its Week 40 crypto derivatives market analysis report. The report shows that despite pressure from the macro environment, BTC prices consolidated in the $82,000 to $84,000 range, while spot BTC and ETH ETFs recorded net capital inflows for seven consecutive days. In the options market, the 25-delta skew for BTC and ETH fluctuated between demand for downside protection and preference for upside exposure, with 7-day ETH implied volatility rising by nearly 10 percentage points.

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  4. AKShare：GitHub Releases39

    AKShare v1.19.1 Released

    AKShare v1.19.1 has been released, fixing issues with the SHFE and GFEX warehouse receipt daily report interfaces and optimizing the DCE warehouse receipt daily report anti-crawler error handling logic. Since 2025-11-18, SHFE has discontinued its original warehouse receipt daily report data files; this version adapts to the new web-based data source, supports multiple column order and merged cell formats, and applies separate parsing logic for old and new dates.

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  5. OpenBB：GitHub Releases60

    OpenBB V5 Released: License Changed to Apache-2.0, Core, CLI, and Most Providers Upgraded to 2.0

    OpenBB has released the V5 major version line. The openbb meta-package is at 5.0.0, while the core, CLI, API, MCP server, router, and most providers are at 2.0.0. openbb-devtools is at 2.0.1, openbb-charting is at 4.0.0, and openbb-imf is at 3.0.0.

    Key Takeaways:OpenBB V5 changes the license to Apache-2.0 and migrates to hatchling/uv packaging, a layered openbb.toml configuration, and a CLI 2.0 spec file mechanism. These changes can be used to evaluate upgrade paths and available data sources.

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  7. Federal Reserve: Speeches43

    Fed Governor Waller: Payments in the Age of AI Agents

    Fed Governor Waller delivered a speech at the Sibos conference, focusing on the current state and potential impact of AI technology applications in the payments sector. He noted that AI can improve the efficiency of compliance screening for cross-border payments, optimize payment routing and foreign exchange conversion decisions, and also analyzed the two mainstream models and development prospects of agentic commerce driven by AI agents.

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28 SeptMon
  1. HKEX: Press Releases26

    HKEX welcomes the listing of four new ETFs tracking HKEX cross-market indices

    HKEX welcomes the listing of four new ETFs this month tracking its cross-market indices, namely the HKEX Bursa Malaysia Large Cap Index, HKEX KRX Semiconductor Index, and HKEX Tech & US Tech 100 Index, marking the first investment products based on these indices. The three cross-market indices adopt a 60/40 weighting design of 60% Hong Kong stocks and 40% overseas securities, and the related ETFs are expected to be eligible for Southbound Stock Connect.

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  2. AQR: Research50

    AQR: Common Misconceptions About Tax-Aware Long-Short Investing (Part 2) — The Misleading Analogy to Direct Indexing

    AQR has published the second installment of its research series on tax-aware long-short (TA LS) investing, clarifying two misconceptions arising from analogies to direct indexing. First, the tax benefits of TA LS come primarily from deferred capital gains rather than active loss harvesting: its loss realization pace is similar to ordinary tax-insensitive strategies, and tax-aware optimization is mainly used to avoid selling positions with existing unrealized gains, especially short-term gains.

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26 SeptSat
  1. vectorbt：GitHub Releases26

    vectorbt v1.1.1 Released

    vectorbt v1.1.1 is officially released. This version optimizes the numerical stability of rolling standard deviation for the Numba and Rust engines, corrects the calculation logic for deflated Sharpe ratio, and adjusts the alignment rules for cross-engine expanding mean/standard deviation. This version is adapted to the built-in plotting themes of Plotly 7, while the documentation site has been migrated to Zensical.

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25 SeptFri
  1. HKEX: Market Communications63

    HKEX derivatives clearinghouses to accept Chinese government bonds, policy bank bonds, and MOF offshore bonds as non-cash collateral starting November 2026

    HKEX announced that its wholly owned derivatives clearinghouses, HKCC and SEOCH, plan to include Chinese government bonds and policy bank bonds held under Northbound Bond Connect, as well as MOF bonds issued offshore by the Ministry of Finance, as eligible non-cash collateral for margin requirements starting November 2026. The arrangement remains subject to regulatory approval. This expansion applies to all derivatives products cleared by the two clearinghouses, aiming to provide market participants with more flexible collateral options and improve capital efficiency. The relevant launch date will be announced separately, and detailed rules are available in the circulars issued by HKCC and SEOCH on the same day.

    Key Takeaways:HKEX has clarified the bond categories, applicable clearinghouses, and effective date for newly eligible non-cash collateral, allowing derivatives participants to adjust their margin collateral arrangements accordingly.

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23 SeptWed
22 SeptTue
  1. Howard Marks Memos34

    Howard Marks' Latest Memo: Should We Abolish the Laws of Economics (Part III)

    In his latest memo, Howard Marks explores recent attempts to suppress long-term government bond yields. He states clearly that the only sustainable solution is to address the underlying factors driving interest rates higher, even if such measures face political resistance. Any other approach is essentially an attempt to defy the laws of economics, and such attempts have never succeeded.

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  2. Hummingbot：GitHub Releases37

    Hummingbot v2.17.0 released

    Hummingbot v2.17.0 has been officially released. This update includes multiple new features and bug fixes, covering the addition of the kalshi_perpetual connector, optimization of Gateway routing and slippage mechanisms, and fixes for Hyperliquid private key verification and fee calculation issues. This version has been synced to the main branch, and the full changelog can be viewed in the commit history from v2.16.0 to v2.17.0.

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  3. Federal Register: CFTC rules and notices24

    CFTC Proposes Extension of OTC Forex Information Collection Period and Seeks Public Comment

    The CFTC has issued a notice under the Paperwork Reduction Act (PRA) proposing to extend the information collection requirement for off-exchange foreign currency transactions, assigned number 3038-0062, which originates from Part 5 of the CFTC Regulations under the Commodity Exchange Act (CEA). The public may submit comments online via Regulations.gov, by mail, or in person by November 23, 2026. All comments must be submitted in English or accompanied by an English translation.

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21 SeptMon
  1. Deribit Insights56

    Deribit Launches New-Generation Matching Engine Starbase, Reducing Order Latency from Milliseconds to Microseconds

    Deribit has launched its new-generation matching engine, Starbase, reducing order processing latency from milliseconds to microseconds. Comparing operational data from six days before and after the launch of the old and new systems, the new system's median latency dropped from 4.7ms to 76µs, P90 latency dropped from 26.4ms to 106µs, P99 latency dropped from 124ms to 234µs, and the tail latency fluctuation range narrowed from 80ms-600ms to 180-420µs.

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  2. Bridgewater: Research & Insights53

    Bridgewater Research: The Impact of Carbon Pricing on Global Industries is Quietly Expanding

    Bridgewater released a research report pointing out that current carbon pricing mechanisms cover approximately 30% of global emissions, mainly dominated by the emissions trading systems of the European Union and China. The EU Carbon Border Adjustment Mechanism (CBAM) is amplifying its impact and promoting the adoption of carbon pricing worldwide.

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20 SeptSun
  1. AKShare：GitHub Releases20

    AKShare v1.18.97 Released

    AKShare v1.18.97 is officially released. This update fixes the column misalignment issue in the stock_report_fund_hold interface caused by changed field order in East Money's responses, switching to field name mapping for data extraction. A 15-second request timeout is also set for the interface to prevent process blocking when upstream services are unresponsive, with the interface documentation, changelog, and documentation update time synchronized.

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18 SeptFri
  1. English translation is being prepared.30

    Binance Reminds Users of Upcoming Deprecation of Legacy SBE and FIX SBE Modes Next Week

    Binance updated its API changelog on 2026-09-18, reminding users that SBE 3:2 mode and FIX SBE 1:0 mode will be deprecated on 2026-09-25. Both modes are being retired 6 months after being marked as deprecated per policy, and the production-facing SBE and FIX SBE lifecycle documentation has been updated accordingly.

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17 SeptThu
  1. English translation is being prepared.44

    futu-api 10.11.7108 Released

    futu-api 10.11.7108 has been published on PyPI, supporting Python 2.7 and Python 3.x. It can be installed via pip install futu-api. This open-source project provides market data and trading interfaces in Python and Json/Protobuf protocols. Before running, users must start the FutuOpenD gateway client. The installation package includes sample strategy files for reference and learning.

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  2. Deribit Insights34

    Block Scholes Week 38 Crypto Derivatives Market Analysis Report

    Block Scholes has released its Week 38 crypto derivatives market analysis report, which shows that the market is currently pricing in a 93% probability of a rate hike at the Federal Reserve's meeting the following day, while the probability of the Clarity Act being passed by the end of 2026 on Polymarket has dropped to 19%. The implied volatility across all tenors for BTC options is in the 38%-39% range, and the implied volatility across all tenors for ETH options is in the 52%-54% range. BTC options skew is close to neutral, ETH options skew shows a moderately bullish stance, and the BTC and ETH risk appetite indices are near historical high ranges.

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  4. Federal Reserve: Monetary Policy39

    Federal Reserve Board and FOMC Release Economic Projections from September 15-16 FOMC Meeting

    The Federal Reserve Board and the Federal Open Market Committee have released economic projections from the September 15-16 FOMC meeting, with related tables and charts published at 2:00 p.m. ET. The projection materials are available in PDF format, accompanied by accessible versions. Media inquiries can be directed to the designated email address or contact phone number.

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  5. Federal Reserve: Monetary Policy57

    The Federal Reserve's FOMC unanimously voted on September 16 to raise interest rates by 25 basis points, lifting the federal funds rate target range to 3.75%-4%.

    The Federal Reserve released its FOMC monetary policy statement on September 16, 2026, deciding by a unanimous vote of 12 in favor and 0 against to raise the federal funds rate target range by 25 basis points to 3.75%-4%, in support of the Federal Reserve's dual mandate objectives.

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16 SeptWed
15 SeptTue
  3. AQR: Research42

    Will Inflation Make a Comeback? AQR Updates Inflation Sensitivity and Inflation Hedging Analysis

    AQR has updated its previous analysis of inflation sensitivity and inflation hedging, based on over 50 years of market data. While global inflation has fallen rapidly from its 2022 peak, inflation uncertainty persists in major markets, stock-bond correlations are at multi-decade highs, and traditional stock-bond portfolios are vulnerable to simultaneous losses during inflation shocks. Commodities and trend-following strategies perform strongly during inflation upcycles and can serve as inflation diversification tools, with implementation methods significantly affecting long-term returns and macro diversification outcomes.

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11 SeptFri
  1. Aswath Damodaran：Musings on Markets60

    Damodaran: Re-examining the Relationship Between Rising Interest Rates and Stock Prices in 2026

    NYU Professor Aswath Damodaran reviews the backdrop of rising U.S. Treasury yields in 2026, noting that the 10-year Treasury yield rose from 4.18% at the start of the year to 4.75% by the end of August, while 20-year and 30-year Treasury yields surpassed 5% during the year. He also compares the long-term trend of U.S. Treasury yields since 1962, as well as concurrent changes in government bond yields across multiple currencies, including the euro, Japanese yen, and British pound.

    Key Takeaways:One can learn to construct an intrinsic risk-free rate using the inflation rate plus real GDP growth, and combine it with changes in corporate cash flows to break down the differentiated impact of rising interest rates on stock valuations across industries.

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10 SeptThu
  2. HKEX: Press Releases27

    HKEX, HKMA, Dubai Financial Services Authority and Nasdaq Dubai form strategic working group to strengthen financial market connectivity between Hong Kong and Dubai

    HKEX, the Hong Kong Monetary Authority, the Dubai Financial Services Authority (DFSA) and Nasdaq Dubai jointly announced the establishment of a strategic working group to deepen financial market connectivity between Hong Kong and the Dubai International Financial Centre (DIFC).

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