Global Banking at Bloomberg Opinion. Ex-WSJ and FT. Why, why, why, why, why? Opinions mine, "likes" are often bookmarks, RTs don't mean I agree.
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Paul J. Davies’ articles predominantly focus on in-depth investment analysis and legal policy regulation within the finance, economy, and business sectors. He frequently references data to support his analyses.
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Everyone likes to test the boundaries of what’s possible, especially multi-millionaire hedge fund traders fixated on paying as little tax as they can. But once the law, right up to the UK Supreme Court, has judged that you’ve gone beyond what’s reasonable, you should concede gracefully, pay up and move on.
Hedge fund borrowing is soaring, and with the biggest players betting on both the artificial-intelligence boom and government debt the risk of a blow-up in one asset class causing chaos in the other is growing. UK gilts are right in the crosshairs of these trades, and yet the Bank of England plans to loosen rules in ways that will allow banks to lend even more to hedge funds. What gives?
The data-center building boom has sparked an explosion of debt funding even though it has barely begun. But the investors financing this engine of the artificial-intelligence revolution aren’t paying enough attention to the terms of their lending. Some of the deals being underwritten offer proper protections against construction delays or problem tenants; others, much less so. Bondholders need to get a grip on the detail in the documents before things start to go awry.
US banking is on a roll in pretty much every department, but it’s hard to look past stock trading for the kind of exuberance that should trouble almost anyone. Given the amount of borrowed money that hedge funds and retail investors are using to bet on shares right now, there is good reason to worry about how unstable markets could become if, or when, a correction begins.
Captain Ahab never caught Moby Dick, but Morgan Stanley shows how tracking billionaire tech whales like Elon Musk can eventually land a fortune. Not long ago, the bank appeared to have shot itself in the foot as lead lender on the disastrous $44 billion buyout of social media platform Twitter, now known as X. But by staying close to Musk until the mercurial entrepreneur’s rocket company SpaceX listed on Nasdaq, the bank has more than won back its earlier losses.
United States banking is on a roll in pretty much every department, but it's hard to look past stock trading for the kind of exuberance that should trouble almost anyone.
It’s easy to dismiss comparisons between finance today and the build up to the 2008 meltdown as exaggerated or overwrought. But right now, it’s hard to ignore evidence that we’ve entered a fresh golden age of financial engineering — and it should be impossible to forget that the products of this alchemy can tarnish easily or, worse, turn out to be iron pyrite.
It's easy to dismiss comparisons between finance today and the build up to the 2008 meltdown as exaggerated or overwrought.
Europe’s big banks have joined the global stock trading party. Danger lurks, however: When the market turns, it is often brutal.
