iiinova — where your digital self keeps evolving

Reposted by Matthew Davies

Chris Whittall @chriswhittall.bsky.social · 15/10/2026

NEW: French CDS may be flashing a 'Frexit' warning A quirk of the $11trn CDS market lets investors bet on a very specific risk: that France quits the euro This niche "Frexit" signal is near record highs amid mounting fiscal/political angst Q is: how reliable is it? www.ifre.com/people-and-m...

ifre.com

French CDS may be flashing a 'Frexit' warning | IFR

People & Markets Contract quirk turns CDS into a hedge against redenomination risk

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Matthew Davies @matthewjdavies.bsky.social · 23/09/2026

Dunno. But if there's one thing that would get my mum's vote, it would be more garden centres

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Matthew Davies @matthewjdavies.bsky.social · 16/09/2026

Top deck, front seat, driver’s side. The only way to travel. 131 to Kingston

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Reposted by Matthew Davies

Chris Whittall @chriswhittall.bsky.social · 14/09/2026

NEW: Nonbank traders make Wall Street’s old guard up their game Nonbanks are set to grab 30% of the industry revenue pool in global markets this year, says BCG, up from 14% in 2019 "Nonbanks have caused us to get smarter, to integrate... to become nimbler" www.ifre.com/topic-codes/...

ifre.com

Nonbank traders make Wall Street’s old guard up their game | IFR

People & Markets Banks follow trading firms in integrating risk books

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Matthew Davies @matthewjdavies.bsky.social · 29/08/2026

Also Lord's hasn't been sponsored by JP Morgan for a couple of years. It's now Barclays. Doesn't he (or his subs) have access to Google?

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Reposted by Matthew Davies

Chris Whittall @chriswhittall.bsky.social · 28/08/2026

From backwater to driving force: Asia emerges as crucial equities trading hub The AI trade has transformed Asia into the fastest-growing part of banks’ equities divisions Bank trading revenues projected to hit US$33bn this year, 2x 2024's total + roughly same as EMEA www.ifre.com/people-and-m...

ifre.com

From backwater to driving force: Asia emerges as equities trading hub | IFR

People & Markets Hedge fund influx strengthens banks' prime and financing activities in the region

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Matthew Davies @matthewjdavies.bsky.social · 26/08/2026

Yes. Well. If we’re somehow ignoring the Baseball Ground, that one or the new one in Hong Kong for me. He cannot be being serious. Or he’s an idiot. 🤷 indeed

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Matthew Davies @matthewjdavies.bsky.social · 21/08/2026

This should make next week's IFR a bit more interesting than usual

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Reposted by Matthew Davies

Chris Whittall @chriswhittall.bsky.social · 19/08/2026

NEW: Goldman Sachs doubles down on risky rates trading business Large P&L swings have thrust Goldman's rates trading unit into the spotlight this year Our deepdive explores the high-risk approach Goldman takes in its trading division - and why it's here to stay www.ifre.com/topic-codes/...

ifre.com

Goldman Sachs doubles down on risky rates trading business | IFR

People & Markets We go again: hefty March losses won't alter high-risk approach

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Matthew Davies @matthewjdavies.bsky.social · 18/08/2026

Interfere with my beam like you're RV Jones

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Reposted by Matthew Davies

Chris Whittall @chriswhittall.bsky.social · 17/08/2026

We wrote about how much money nonbank trading firms generate in prop trading vs market making in early 2025 Jane Street typically generates close to 70% of its revenues from prop risk-taking, we reported at the time www.ifre.com/bonds/207352...

ifre.com

Trading firms ride prop and market-making to new heights | IFR

People & Markets It's not market-making that makes most money for trading firms like Jane Street; it's prop

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Matthew Davies @matthewjdavies.bsky.social · 10/08/2026

It looks like I'm condemned to following the useless sods for a while longer

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Matthew Davies @matthewjdavies.bsky.social · 10/08/2026

Phew. Bullet dodged, although no thanks to David Clowes or the football regulators

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Matthew Davies @matthewjdavies.bsky.social · 30/07/2026

@alanallport.bsky.social Alan, just finished Advance Brtiannia. Bravo! Superb stuff. Very moving ending

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Matthew Davies @matthewjdavies.bsky.social · 29/07/2026

You should be on a charge for that slovenly turnout, Neil

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Matthew Davies @matthewjdavies.bsky.social · 29/07/2026

Posting this publicly in part to reduce the chance that I cave

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Matthew Davies @matthewjdavies.bsky.social · 29/07/2026

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

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Matthew Davies @matthewjdavies.bsky.social · 25/07/2026

Woah. That's very cool. Nice one

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Matthew Davies @matthewjdavies.bsky.social · 03/07/2026

But you're the boss -- yo're in charge of the WFH policy

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Matthew Davies @matthewjdavies.bsky.social · 03/07/2026

Big but a bit boring. You should consider some flowers or summat

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Matthew Davies @matthewjdavies.bsky.social · 03/07/2026

Christ alive, how big's your garden? I didn't realise the financial think-tank game was so lucrative. Currently reassessing my career choices

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Reposted by Matthew Davies

Chris Whittall @chriswhittall.bsky.social · 29/06/2026

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...

ifre.com

Morgan Stanley looks past private credit worries in financing expansion | IFR

People & Markets US bank eyes financing growth as counterweight to volatile trading activities

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Reposted by Matthew Davies

Chris Whittall @chriswhittall.bsky.social · 17/06/2026

NEW: SpaceX options debut in record-breaking trading frenzy www.ifre.com/topic-codes/...

ifre.com

SpaceX options debut in record-breaking trading frenzy | IFR

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Matthew Davies @matthewjdavies.bsky.social · 05/06/2026

I don't suppose he would have considered himself Italian, but Ted Dexter was born in Milan

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Reposted by Matthew Davies

Jacob Whitehead @jacobwhitehead.bsky.social · 26/05/2026

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 ⬇️

nytimes.com

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

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Matthew Davies @matthewjdavies.bsky.social · 24/05/2026

One more entry in the Americans-don't-understand-football file

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Matthew Davies @matthewjdavies.bsky.social · 23/05/2026

The best thing that's happened to you/a small part of Southeast London, or genuinely *the* best thing that's happened?

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Reposted by Matthew Davies

Chris Whittall @chriswhittall.bsky.social · 11/05/2026

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/...

ifre.com

Bankers insist private credit financing is built to withstand stress | IFR

People & Markets Banking industry's back leverage machine hits the headlines

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Matthew Davies @matthewjdavies.bsky.social · 10/05/2026

Bobby, Bobby, Bobby, Bobby Davison

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Matthew Davies @matthewjdavies.bsky.social · 05/05/2026

Not long till the best day of the year: heritage bus day! And this year they are literally going past the end of my street. The mighty 213. I will, as is traditional, be doing a vintage bus day pub crawl www.londonbusmuseum.com/route-213-h…

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Matthew Davies @matthewjdavies.bsky.social · 01/05/2026

OK. Thanks. Helpful. Will look out for when you do

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Matthew Davies @matthewjdavies.bsky.social · 01/05/2026

Have you written about it? I too have an old boiler that will soon need replacing. But I keep hearing that a heat pump will just not do the job on a Victorian-era house

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Matthew Davies @matthewjdavies.bsky.social · 26/04/2026

just seen a woodpecker! On the banks of the Hogsmill. Exactly where Millais painted Ophelia

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Matthew Davies @matthewjdavies.bsky.social · 23/04/2026

You have to entertain yourself somehow in this job

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Matthew Davies @matthewjdavies.bsky.social · 23/04/2026

We recently put "we're red, we're white, we're Danish dynamite" on the cover of IFR (for a story about a Danish bond) -- in belated tribute to John Jensen and his boys. Self-indulgent? Nah. Playing to out audience of middle-aged geeks.

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Matthew Davies @matthewjdavies.bsky.social · 19/04/2026

Oh well done. I have chased the sound round Richmond Park — and never seen one (I am however an expert kingfisher spotter — on the Hogsmill)

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Doc Sarah Lonsdale @sarahjlonsdale.bsky.social · 13/04/2026

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

Map of the Peak District National Park, designated 13 April 1951

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Reposted by Matthew Davies

Will Hawkes @willhawkes.bsky.social · 12/04/2026

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? 🤔

A sign at the Old Red Lion which reads ‘Bass 🔺 Available on gravity or through the pump’

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Matthew Davies @matthewjdavies.bsky.social · 02/04/2026

Crikey. 50p feels quite expensive too

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Matthew Davies @matthewjdavies.bsky.social · 14/03/2026

And why didn’t Ollie Chessum (who was essentially unchallenged in the run in from the intercept) run it in under the posts? Would have been another two points -- and meant France would have needed a try to win

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Matthew Davies @matthewjdavies.bsky.social · 06/03/2026

Perhaps. I hope so. Really need to beat Italy

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Matthew Davies @matthewjdavies.bsky.social · 21/02/2026

Thank god I decided to start drinking early

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Reposted by Matthew Davies

Tony Tassell @tonytassell.bsky.social · 14/02/2026

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...

as.ft.com

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

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