AGP Executive Report
Last update: 4 hours agoAI & Markets: JPMorgan lifted its Meta price target after the launch of Meta’s Muse agent, betting it could become the next mass consumer AI app as it can take actions like booking and form-filling. EU Supervision: ESMA will make AI and tokenization a supervisory priority from 2027, pushing regulators to focus on how firms use these tools in core services with investor safeguards. Crypto & Rates: Bitcoin slid toward the low $83,000s as U.S. Treasury yields hit fresh highs since 2007, with traders pricing further Fed tightening into 2027. Stablecoin Push: The Trump administration is weighing a global stablecoin plan to strengthen the dollar’s role, while policymakers warn dollar-pegged stablecoins could strain emerging markets and bypass traditional banking oversight. Tokenized Deposits: UK banks completed interbank transfers using tokenized deposits, and the Treasury highlighted real-world settlement benefits. Digital Banking (Bangladesh): Bangladesh Bank gave initial approval to five digital bank applicants, including bKash, Banglalink and Robi Axiata. Banking Ops (India): India’s government says banks will monitor merchants to ensure UPI MDR isn’t passed to consumers, with IBA set to manage the framework. Tokenized Assets Outlook: Deutsche Bank expects tokenised financial assets to reach $3–$4T by 2035, with “market plumbing” the next growth battleground.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.
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