Matthew Davies
@matthewjdavies.bsky.social
Editor of IFR. Man v Fat five-a-side incompetent, ale-supper, cyclist, Derby County sufferer, man of the hills, undercover Welshman
@alanallport.bsky.social Alan, just finished Advance Brtiannia. Bravo! Superb stuff. Very moving ending
After more than 50 years as a Derby County supporter, that’ll be it for me. At the risk of being pompous, even in football some standards are necessary. Could not be more disappointed with David Clowes, the self-proclaimed custodian of our football club
NEW: Morgan Stanley looks past private credit worries in financing expansion Morgan Stanley's fixed income co-head tells IFR why: - private credit ≠ subprime - Morgan Stanley is expanding fixed income financing “The fixed income business is evolving." www.ifre.com/people-and-m...
Morgan Stanley looks past private credit worries in financing expansion | IFR
People & Markets US bank eyes financing growth as counterweight to volatile trading activities
ifre.com
NEW: SpaceX options debut in record-breaking trading frenzy www.ifre.com/topic-codes/...
SpaceX options debut in record-breaking trading frenzy | IFR
ifre.com
Turki Al-Sheikh reportedly interested in Derby County. Would be first huge test of independent regulator, given the boxing magnate's extensive ties to the Saudi stage, and numerous alleged abuses. My investigation from last year, now free to read ⬇️
Special report: Turki Al-Sheikh and the two sides of boxing’s new king (Gift Article)
Turki Al-Sheikh has risen from obscurity to the heart of two historic institutions, but who is he really? We spent six months finding out
nytimes.com
One more entry in the Americans-don't-understand-football file
Ryan Mac 🙃@rmac.bsky.social · 3mo agoNBC showing a 17th place finish over a trophy celebration is hilarious
Our deepdive on banks' exposure to private credit Bankers are mounting a staunch defence of their financing exposures in the face of scary headlines on private credit tl;dr - Banks argue various structural/legal protections mean they're built to withstand stress 🧵 www.ifre.com/topic-codes/...
Bankers insist private credit financing is built to withstand stress | IFR
People & Markets Banking industry's back leverage machine hits the headlines
ifre.com
Happy birthday to the Peak District National Park, designated #otd 13 April 1951. Originally 555 square miles of moor and valley, the 'great north roof of England.' It would never have happened but for one woman... 1/4
The north-south divide runs through the Old Red Lion in Litchborough, Northants. While I was there yesterday two young men asked the landlady to take the sparkler off the Bass, which means - brace yourselves - this pub serves Bass three ways! Can anywhere else say the same? 🤔
To mark 4 years since the full invasion, @ifrsteves.bsky.social talked to the guy who runs Citi in #Ukraine. He has to decide who to protect from the draft. https://www.ifre.com/people-and-markets/2386962/missiles-mobilisation-and-cold-citi-ukraine-chief-juggles-risks-after-four-years-of-war
Missiles, mobilisation and cold: Citi Ukraine chief juggles risks after four years of war | IFR
People & Markets Alex McWhorter, Citi's chief country officer in Ukraine, explains what it's like to run a bank in a warzone
ifre.com
If you have any interest in the City or its history, read this - one of @johngapper.bsky.social’s best columns: on the sale of Schroders and the denouement to an era when German-born bankers drove the City’s postwar growth. Gift link here as.ft.com/r/bd49bd14-0...
Schroders is part of the City’s émigré alchemy
[FREE TO READ] Along with SG Warburg, the asset manager played a pivotal role in London’s financial growth
as.ft.com
Alphabet to sell US dollar, Swiss franc and sterling bonds. Including century bond in sterling! Have to tap every source of liquidity to pay for all them data centres. Story to follow
NEW: Electronic revolution hits banks’ credit trading revenues Banks' corporate bond trading revenues have halved since 2021 to their lowest level in over a decade E-trading is changing the face of these markets for good - and eroding trading profits 🧵 www.ifre.com/people-and-m...
Electronic revolution hits banks’ credit trading revenues | IFR
People & Markets E-trading boom leads to greater volumes but lower profitability
ifre.com
Blimey. Nessun Dorma AND Franco Baresi ... There's not a dry eye in this house
Greetings from the first battery-powered train in service in the UK. Where there is a scattering of bemused people who simply want to go from West Ealing to Greenford among the railway geeks
Just spotted this bit of #localhistory. Mad Sir Arthur Conan Doyle laid the foundation stone of the Kingston Spiritualist Church
OpenAI faces a $20bn black hole in its accounts this year, as a series of buy now, pay later deals with suppliers start to come due It makes 2026 a make-or-break moment for the company, raising questions about whether it could buckle under the weight of its commitments www.ifre.com/people-and-m...
OpenAI faces financial crunch point as huge supplier bills start to come due | IFR
People & Markets Founder Sam Altman tours Middle East to raise cash to fill US$20bn black hole in accounts
ifre.com
Top deck, front seat, driver’s side. The only way to travel. 472 to Abbey Wood
Matthew Davies@matthewjdavies.bsky.social · 7mo agoTop deck, front seat, driver’s side. The only way to travel. Number 2 to Marylebone
NEW: No prop, no problem: bank trading revenues hit record high Banks generated $271bn of global markets revenues last year, says BCG Expand That’s $11bn above their previous record haul from 2009 when looking at comparable client-focused, marketmaking revenues www.ifre.com/people-and-m...
No prop, no problem: bank trading revenues hit record high | IFR
People & Markets Trading bonanza: banks' markets divisions power past 2009 record
ifre.com
A quick peek inside the West India Dock impounding station. Just one pump currently keeping enough water in the Canary Wharf docks, apparently (and therefore keeping the foundations of the many skyscrapers stable)
NEW: Ardagh controversy exposes CDS flaws A contentious saga over the treatment of credit default swaps on packaging firm Ardagh has exposed longstanding flaws in these controversial derivatives, legal experts say Some are now calling for reforms to the $11trn market🧵 www.ifre.com/topic-codes/...
Ardagh controversy exposes CDS flaws | IFR
People & Markets Confusion over credit default swaps payouts leads to wild price swings
ifre.com
Personally think it is time for @dcfc.co.uk to start posting on #Bluesky Who agrees? #wwrams #dcfc #dcfcfans
Top deck, front seat, driver’s side. The only way to travel. Number 2 to Marylebone
Matthew Davies@matthewjdavies.bsky.social · last yr.Top deck, front seat, driver’s side. The only way to travel. 172 to Aldwych
It's only Lady Mountbatten's underwear made of silk escape maps (at the British Library)
A credit derivatives market emerging hot on the heels of a debt binge that’s become the focal point of investor concerns over a financial bubble Sound familiar? NEW: AI debt frenzy gives birth to new CDS markets w/ the inimitable @garethgore.bsky.social 👇 www.ifre.com/people-and-m...
