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
Word of warning: never sign up to Disney+
Spent a couple of hours trying to cancel after kimmel etc. Impossible. Awful. But awfulx10 if you want to cancel!
Mickey Mouse!
Great reporting @lewisgoodall.com .
This scandal is troubling on so many levels.
And while the previous govt is clearly mostly to blame, the Healey waffle today very worrying too
EXCLUSIVE: Sit down with Defence Sec on Afghan data leak
All but confirms person responsible is still working for HMG
Refuses to say if anyone has been sacked
Says he wouldn’t have taken out super
BUT can’t rule out superinjunction use in future
podcasts.apple.com/gb/podcast/t...
For 2 years, 2 govts used a secret court to hide the truth: they put 100,000 Afghans at risk of death. They used constitutionally unprecedented methods to prevent reporting.
My reflections on two years on this story and why it must ever happen again.
goodallandgoodluck.substack.com/p/my-two-yea...
There are stories in politics that stay etched in your mind from the first time you hear them. This is one of them.
Sky should boycott it. Plenty of other games to watch at same time. And dont bother returning in August.
Owner needs to be taken down several pegs
As #NatWest nears full privatisation, UK taxpayer set for £10.4bn loss from a 17-year roller coaster. We crunch the numbers here…
www.ifre.com/people-and-m...
NEW: FX options markets buckle under tariff strain
Companies pausing FX hedging bc of tariffs is sapping liquidity from the $300bn-a-day FX options markets
Just as demand for options is surging from investors amid a potential sea-change for the US dollar
www.ifre.com/people-and-m...
Got to love The London Marathon… first time Greenwich foot tunnel lifts working in about 362 days
Q1 results from big 5 US banks are in.
Record revenue for equities trading - up 34% in aggregate
FICC revenue +6%
IBD +4%, with DCM +10%, M&A +7% and ECM -16%
JPM and Morgan Stanley had great Q1 for equities trading and DCM; Goldman weak in M&A
Ukraine is Europe!
We stand by Ukraine.
We will step up our support to Ukraine so that they can continue to fight back the agressor.
Today, it became clear that the free world needs a new leader. It’s up to us, Europeans, to take this challenge.
In an extraordinary display of public support, heads of state, heads of government, and foreign ministers from all over Europe and Canada are posting in support of Ukraine in response to the Oval Office meeting with Trump, Zelenskyy, and Vance.
“Trump was aggressive and confrontational following the Danish prime minister’s comments that the island was not for sale, despite her offer of more co-operation on military bases and mineral exploitation….”
www.ft.com/content/ace0...
Suggest @thetimes.com photo caption writer watches the clip next time…
Areola could have done a lot to stop the cross for Haaland (or stay in goal)
And, er, that’s Kilman not Kudus. The K was a clue, but they look a bit different 😳
And VAR ignores it. Officials seem blind when it’s england’s no.1
Both Citi and Morgan Stanley have now announced they are putting regional Mideast hubs in Riyadh.
Here’s our story from friday on the increasing Saudi vs UAE battle for capital markets spoils.
www.ifre.com/story/497178...
One of the best pubs in London struggling for survival because planning is stacked in favour of some powerful NIMBYs. Everything that’s wrong with Britain.
Great Q3 for big 5 US banks in investment banking. IBD revenues +30% yoy in aggregate. DCM +59%, ECM +27%, M&A +9%
Equities trading +22%
FICC -2%
Standouts - Morgan Stanley IBD (+56%), inc DCM (+120%) and ECM (+53%). Citi in Equities and IBD
Misfires - Goldman in FICC (-12%), BofA in M&A
9mins spent by one team taking goalkicks in a game - what a farce. Add in how long raya spends on ball in hand kicks. A couple of yellows might hurry him along.
All contributes to why arsenal are so disliked at present
@thetimes.com
Never seem a donut for a player rating - as bad as west ham’s defending was (and mavropanos was worse) 😳
I lived in Ohio for four years and have lots of friends there.
I can confirm that none have yet told me their cats or dogs have been eaten by immigrants
Here's my piece on why Bank of America is sponsoring World Cup 2026.
It's part of a bigger global push by the bank...
www.ifre.com/story/481769...
Amazing chart: in the 90s, almost every Japanese company held its general shareholder meeting on the same day!
They really didn’t want you to attend
Shows how little store was put in corporate governance and the rights/responsibilitires of shareholders
H/t Bojan Tadic from Nomura on LinkedIn
The Economist has published a deeply-researched story about car bloat -- and it's very, very damning.
"For every life that the heaviest 1% of SUVs and trucks save, there are more than a dozen lives lost in other vehicles."
Well worth your time: www.economist.com/interactive/...
Aug 25 (Reuters) - Ryan Evans, a member of the Reuters team covering the war in Ukraine, was killed and two Reuters journalists were injured in a strike on a hotel in the eastern Ukrainian city of Kramatorsk, the news agency said on Sunday.
OK this is a week old, but figured I should get rolling for my <10 followers.
Q2 was good all round, with UBS and Morgan Stanley probably best of the bunch
Canadian banks' Q3 (May-July) start tomorrow
