Financials
Banks, insurance, asset managers, and other financial sector companies. Regulatory developments and sector trends.
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
Citigroup Q2 equities trading revenue hits $2.3bn, up 45% year-on-year
Citigroup reported Q2 equities trading revenue of $2.3 billion on 14 July 2026, 45% above the prior year and 11% above its previous quarterly segment record, with EPS of $3.15 exceeding analyst estimates. Goldman Sachs separately reported record quarterly stock-trading revenue of $7.42 billion in the same period.
JPMorgan posts record Q2 profit; JPM shares fell post-announcement
JPMorgan Chase reported its highest-ever quarterly profit on 14 July 2026, with equities trading revenue rising 86% year-over-year to $6.03 billion in Q2 2026; JPM shares declined following the announcement despite the earnings beat.
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
Apollo bids £7.15/share for easyJet, topping Castlelake offer
Apollo Global Management has proposed a £5.7bn cash takeover of easyJet at 715p per share, superseding Castlelake's £6.90 bid that the board had endorsed days earlier.
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.