S&P Global Inc（SPGI）の株式分析SPGIS&P Global Inc

#WeeklyPost #WCTCS9 Key financial events to watch next week 2026-10-19 (Monday) 10:00 China Q3 GDP, September industrial output, fixed asset investment, retail sales 22:00 US October NAHB housing market index 2026-10-20 (Tuesday) 09:15 China October LPR quote 17:00 Eurozone October ZEW economic sentiment index 20:30 US September housing starts, building permits 22:00 US September pending home sales MoM NVIDIA GTC conference (10.20–10.22) 2026-10-21 (Wednesday) 16:00 UK September CPI YoY 22:30 US EIA crude oil inventories for the week to October 16 After US market close: Tesla, Meta earnings 2026-10-22 (Thursday) 09:00 Bank of Korea rate decision 17:00 Eurozone October consumer confidence preliminary 20:00 US 20-year Treasury auction 2026-10-23 (Friday) 07:30 Japan September CPI 16:00 Eurozone October manufacturing and services PMI preliminary 20:00 Russia central bank rate decision 22:00 US October University of Michigan consumer confidence and inflation expectations, US S&P Global PMI Quick take: next week's calendar looks fairly quiet. Apart from the US consumer confidence index, there are no major data releases, and the Fed has entered its blackout period ahead of the policy meeting, so the impact on markets is likely limited. The biggest variable is the US-Iran situation, which could significantly affect oil prices as well as US equities and crypto. Worth keeping an eye on.

S&P Global has officially announced the acquisition of OpenZeppelin, whose contract library has supported over $37 trillion in cumulative transfers. On Thursday, the ratings giant brought the "standard for on-chain audits" in-house. The amount was not disclosed, OpenZeppelin will continue to operate independently, and CEO Demian Brener will stay on. Simply put: institutions used to look first at reserves when assessing stablecoins, and now they also look at whether the code foundation is reliable. In my view: this is traditional finance buying a "ruler for technical risk," not proof that smart contracts will be漏洞-free from now on. What I do: separate "being endorsed by a ratings agency" from "the protocol itself being secure." The invalidation condition is if the acquisition takes too long to close, or if it is only brand labeling without truly issuing assessment standards. Do you trust more that "institutional entry will raise security standards," or that "auditors being absorbed by big players will instead concentrate risk"? $SPGI $ETH $USDT#加密安全 #机构入场