Finserv Reading - Week ending February 2, 2025

Bijon Mehta Bijon Mehta

Bijon Mehta

Chief Operating Officer I Enterprise Software GTM I Adjunct Professor @ Fordham University

发布日期: 2025年2月2日
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Banking

Barclays suffers major app outage on pay day

US Bancorp elects Gunjan Kedia as CEO

BBVA on the hunt for 1100 new tech employees

Lloyds and NatWest close more branches

Putin allows Goldman Sachs to quit Russia

Wall Street is booming, but banks are in a lending rut

Deutsche Bank chief says 'nothing off limits' as profits plunge

HSBC to exit part of investment banking business in UK, US and Europe

Lloyds to shut 136 branches in UK amid digital banking shift

Banking sector girds for M&A uptick in 2025

What's coming for the banking industry in 2025

USAA sues Regions over mobile deposit capture technology

Europe's banks kick off sweeping job cuts in 'year of reckoning'

Cash isn't gone yet. Here's how to make handling it more efficient.

Why niche banking may be community banks' secret weapon

Santander picks new US CEO amid company wide reorganization

Deutsche Bank's dealmaking fees jump 80% after hiring spree

Why the US banking system remains fragile


Wall Street

Virtu Financial's total revenues rose 25.4% in 2024

Texas Stock Exchange startup asks SEC to clear 2026 launch

Is Wall Street ready to stay up all night?

OpenAI's banker joins merchant bank to woo tech founders

Human traders are valuable, actually!

India set for blockbuster IPO year despite slowing economic growth


Economy

Musk is right - US government badly needs a digital makeover

Lagarde and Von der Leyen: Europe has got the message on change

ECB warns of 'headwinds' to Eurozone economy as it cuts rate to 2.75%

Fed stands pat on rates, entering new wait-and-see phase

The Americans pledging to buy less - or even nothing


Geopolitics

With frantic pace of changes, investors concerns about instability rise

Shippers wary of Red Sea routes despite Houthi pledge to end trading

The world is moving on to trade without the US

How will geopolitics shape North American relations in Trump's second term

Power shifts: What next for energy and geopolitics?

Shortages 2025: Geopolitics, severe weather fuel uncertainty

Where geopolitics and development meet

Trump's Greenland play: New realities in Arctic geopolitics

How IT leaders can weather geopolitical unrest

Why CISOs need to pay attention to geopolitical trends

Top 10 geopolitical risks of 2025

Trump 2.0 is disastrous for Europe in every way

Europe's perfect storm


Asset Management

Mega hedge fund launches are rare - and don't ensure lasting success

Will the credit rating agencies stand up to Donald Trump?

How Pimco, a realm for bond kings, found a unicorn startup

DeepSeek is a 'wake up call' to buy more stocks, says Goldman Sachs

Lessons from my investing career

Broad selling in Nvidia was 'irrational', Howard Mark says

DeepSeek sell-off shows the risks of a concentrated US stock market

The extra reward for owning stocks over bonds has disappeared


Wealth Management??

Robinhood helping UK investors gain easier access to US markets

What does the DeepSeek saga mean for your portfolio?

Citi's private bank chief is leaving

Trump Media partners with Schwab to launch ETFs, SMAs and crypto

The great wealth transfer will take longer than expected, says Charles Schwab


Insurance

New guidelines released to help insurers manage GenAI risks

How can parametric insurance help retailers manage financial risks

8 in 10 insurers plan to increase tech investment this year

Reinsurance capital hits new highs despite market adjustments


Real Estate???

The future of residential mortgages

Investors who stunned the US office market are coming back

What will it take for home buyers to start asking for a disaster discount

Rent-to-own startup Divvy Homes selling to Brookfield for about $1 billion

The typical home is taking nearly 2 months to sell. That's the slowest pace in 5 years.

Existing home sales rise - after a major fall


Payments?

Musk's X secures Visa partnership for payments push

Elon Musk's team has gotten access to the Treasury Department's payments system

Same Day ACH passes major milestone in 2024 as the ACH network shows higher growth

Will the EU's Instant Payments regulation force the hand of US payments?

Transactions by payments cards to top $1.1 trillion annually by 2029

HSBC sunsets one year old app Zing


Venture?Capital / Private?Equity?

David Solomon expects secular private credit growth

Ten things fintech VCs should (and shouldn't) actually care about

Ex-FTC Chair: Private equity is hurting US health system

Private-market secondary deals hit record levels in 2024

Private equity returns overtake private credit in rebalancing


AI / ML

3 ways AI is changing how companies work

Why DeepSeek shouldn't have been a surprise

Forget the AI drama. The real value is in data.

DeepSeek will not derail Wall Street's tech rally, say fund managers

Microsoft and Meta's AI splurge still not enough for Nvidia

How to reduce AI chatbot hallucinations

No one knows how to price AI tools

The Manhattan Project was secret. Should America's AI work be too?

Sam Altman's answer to DeepSeek is giving away OpenAI's tech

DeepSeek arrived. America freaked. What happens now?

DeepSeek's big question: Where does AI's true value reside?

The global AI race: Is China catching up to the US?

Liang Wenfeng, the DeepSeek founder panicking the tech world

Apple's AI moment is still a ways off

OpenAI's Sam Altman and Softbank's Masayoshi Son are AI's new power couple

Blackstone defends $80 billion data center investment as DeepSeek shakes market

DeepSeek hints that China has mastered the art of 'kaizen' - the west should be worried

They invested billions. Then the AI script got flipped.

Meta sticks with big bet on AI even after DeepSeek shook markets

With DeepSeek, China innovates and the US imitates

Has Europe's great hope for AI missed its moment?

Does DeepSeek offer Apple's faltering AI strategy a lifeline?

DeepSeek's rise exposes Nvidia's weakness

OpenAI investigating if China's DeepSeek used its models to train new chatbot

DeepSeek's Rise: How a Chinese start-up went from stock trader to AI star

Inside China, DeepSeek provides a national mic drop moment

领英推荐

DeepSeek's deeper impact could be good for some hard-hit stocks

DeepSeek is upending Wall Street's big AI power trade

How China's DeepSeek outsmarted America

OpenAI's Sam Altman vows 'better models' as China's DeepSeek disrupts global race

What is DeepSeek?

Why DeepSeek could change what Silicon Valley believes about AI

The DeepSeek freakout?

DeepSeek Chief's journey from math geek to global disrupter

DeepSeek undercuts belief that chip hungry US players will win AI race

DeepSeek defies America's AI supremacy

DeepSeek won't sink US AI titans

Here's what the sellside is saying about DeepSeek

How small Chinese AI start-up DeepSeek shocked Silicon Valley

Tech stocks slump as China's DeepSeek stokes fears over AI spending


ESG / Climate Change

Why climate-change ideology is dying

Brussels under pressure to curb green agenda in response to Trump

Why do people stay put when climate change jeopardizes their homes?

ESG's real sin isn't ideology but that it's useless

Final nail in the coffin for ESG

EU to trim ESG reporting requirements, reports say

Navigating the energy transition

The future of rare earths: Powering the clean energy transition

European investment in the energy transition is stalling


Bigtech?

How Silicon Valley turned China into its lifeline

Nvidia boss Jensen Huang meets Donald Trump at White House

The political cult of the entrepreneur

Microsoft sheds $200 billion in market value after cloud sales disappoint

With tampons and code, Silicon Valley workers quietly protest tech's rightward shift

Microsoft's cloud computing business hits a speed bump

Could Walmart replace your bank (and should it)?


Fintech??

Fintechs may gain at banks' expense in Trump era

Formance raises $21 million to build the AWS of fintech infrastructure

The role of fintech in modernizing legacy banking systems

How fintech is disrupting the future of retail banking

Forging the future of fintech


Blockchain / Crypto?

Republicans want to repeal Biden's crypto tax-reporting rules

Hedge fund Elliott warns White House is inflating crypto bubble that 'could wreak havoc'

A blueprint for crypto market structure

The 2025 crypto policy landscape: Looming EU and US divergences

Will America's crypto frenzy end in disaster?

Why is crypto down after Trump's election

Fed's Powell says banks can provide crypto services with caveats

Crypto exchange Kraken says revenue more than doubled last year


Regulation / Compliance??

UK regulator to ease retail investor access to corporate bond market

GenAI increasingly powering scams, Wall Street watchdog warns

Tim Scott's Banking Committee goes after financial institutions engaged in political 'debanking'

Trump fires Rohit Chopra the director of the CFPB

Wall Street asks SEC to extend timeline for US Treasury market overhaul

Chopra urges regulatory action to confront de-banking


Corporate Venture / Innovation? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?

Record EU fine punished Google's innovation?

EU outlines plans to foster innovation

'Do it for me' will power the next phase of innovation in banking

A culture of innovation

25 years of Apple's innovation in selling technology


Personal Development / Leadership?

Research: Humble leaders inspire others to step up

Why less is best

Influence: Never underestimate your impact

Seize the moment

Leaders are readers

What is upward leadership and why you need to be effective doing it

How well are you leveraging the different thinking styles of your teams

Effective leadership requires key ingredients

It's your stage, what do you do with it?


Podcasts / Videos??

A restaurant innovator's recipe for strategic growth

How to make better decisions under pressure

GS Exchanges: Goldman Sachs Chairman and CEO David Solomon on global business environment, AI and the rise of private credit

Lex Fridman: Marc Andreessen on Trump, Power, Tech, AI, Immigration & Future of America

Inside the mind of Jamie Dimon, CEO of JPMorgan: Lessons on Leadership and Success

The Leaders Strategy w/ GTCR's Collin Roche


Speeches / Communications

Tsei Capital: Annual Investor Letter 2024

Fabio Panetta, Gov of Central Bank of Italy: "Peace and prosperity in a fragmented world"


Research Reports

GS: DeepSeek Raises Micro Risks, Macro Upside

Chubb: Risk Decisions 360

BIS: Practical approaches to extend payment system hours

SIFMA: Quarterly US Fixed Income - 4Q24

SIFMA: US Equity and Related - 4Q24

DePIN and the platform economy

BCG: Seizing opportunities for a winning future

McK: Geopolitics and the geometry of global trade 2025

McK: Financial data and markets infrastructure positioning for the future

McK: Unlocking value from technology and AI for institutional investors

McK: SuperAgency in the workplace - Empowering people to unlock AI's full potential

BCG: Five trends define the future of pricing

EY: Global Insurance Outlook - 1Q25

Deloitte: Tracking the Trends in Metals and Mining 2025

InvestEurope: Private Equity at Work

FT: Private Markets Outlook 2025

The Year Ahead: Top 5 Private Capital Trends

Oaktree Credit Quarterly - 4Q24

WB: Tokenization and Financial Market Inefficiencies

PwC: Agentic AI

CBInsights: Artificial Intelligence Report 2024

The State of Data and AI in Financial Services

BIS: Governance of AI adoption in central banks

IBM: 2025 Global Outlook for Banking and Financial Markets

Visa Direct

WEF: Climate Adoption

CreditSights: Tech 2025 Outlook

Evaluating Protection Techniques for Enterprise Data in 2025

Booz Allen: Securing AI

DeepSeek v3 Technical Paper

Risks of an intelligent financial system

WB: Global Trends in AI Governance

The role of securitization in tokenized assets

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