Financials
Banks, insurance, asset managers, and other financial sector companies. Regulatory developments and sector trends.
AXP Q2 2026: filings, holdings, and macro context
SCHW Q2 2026 update — filings and holdings
DHR Q2 2026 update — filings and holdings
GS Q2 2026 update — filings and holdings
JPM Q2 2026 update — filings and holdings
MS Q2 2026 update — filings and holdings
V Q2 2026: filings, holdings, and macro context
BLK Q2 2026: filings, holdings, and macro context
MA Q2 2026 update — filings and holdings
GS Q2 2026: filings, holdings, and macro context
JPM Q2 2026 update — filings and holdings
MS Q2 2026 update — filings and holdings
V Q2 2026: filings, holdings, and macro context
UK regulators granted oversight of Amazon, Google, Microsoft, Oracle from July 2026
HM Treasury formally designated Amazon Web Services, Google Cloud, Microsoft Azure, and Oracle Cloud as critical third parties under a new UK statutory framework; supervisory powers over their services to UK financial institutions take effect on 13 July 2026.
SCHW Q1 2026: filings, holdings, and macro context
GS Q2 2026: filings, holdings, and macro context
Private credit funds face $15.6bn withdrawals vs $5.9bn returned in Q2
Private credit funds received $15.6bn in withdrawal requests in Q2 2026 against $5.9bn returned; new fundraising fell to an 18-month low of $500mn in May. APO, ARES, HPS Investment Partners, and OWL featured in coverage of the redemption dynamic.
JPM Q2 2026: filings, holdings, and macro context
MA Q1 2026: filings, holdings, and macro context
MS Q2 2026 update — filings and holdings
V Q2 2026: filings, holdings, and macro context
SpaceX $25bn bond deal spreads widen sharply in secondary market
SpaceX bonds from a $25 billion deal widened sharply in secondary market trading, with Bloomberg Markets calling the spread deterioration unusually fast relative to recent comparable offerings. SpaceX equity momentum was separately reported to have slowed after the company's market debut.