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Former NY Fed President Bill Dudley: "Markets are too complacent. Even if Trump stands only a small chance of taking control of the Fed, the effort itself is disruptive and the consequences of success would be dire." Bloomberg Opinion bloomberg.com/opinion/articl…

Extending ownership of a company is one thing, but a private credit continuation fund sounds very much like things probably aren't working out for your borrowers! bloomberg.com/news/articles/…

lol. See you later then xavi. Have a nice life

Liz explains the coup ft.com/content/30e521… via @ft

Crypto is coming for your airmiles and card points>> Stablecoins pose more of a threat to US credit cards than to bank accounts or money market funds bloomberg.com/opinion/articl…

Some thoughts on what Apollo Global Management, Inc. and Liverpool Liverpool FC tell us about the sheer scale and maturity of sports financing >>> bloomberg.com/opinion/articl…

Enough of this crazy Miran hearing. Here's a good, in-depth argument about why his nomination is a terrible idea>> Trump has shown that he is more interested in central bank influence than in its independence, Robert Burgess says bloomberg.com/opinion/articl…

George Osborne to miss out on Robey Warshaw windfall after Evercore sale ft.com/content/97b588… via @ft

The low-vol summer has investment bankers rubbing their hands at a deal boom for autumn - but don't count your chickens, things are finely poised and Trump could drop another wild shock at any time. via Bloomberg Opinion >> bloomberg.com/opinion/articl…

Monte Paschi, Italy’s oldest commercial lender and long time bonfire of cash, has won control of investment bank Mediobanca. But this apparent corporate triumph is closer to a political stitch-up likely to destroy shareholder value. Bloomberg Opinion bloomberg.com/opinion/articl…

The peace process seems a complete sham>> Israel's attack on Hamas leaders in Qatar capped a weekend of terror attacks and airstrikes that were more likely a new normal, writes Marc Champion bloomberg.com/opinion/articl…

This absolutely needs to happen >> Someone should launch a Tether treasury company. bloomberg.com/opinion/newsle…

Banking needs consolidation in Europe. But deal-making Italian-style is hard to cheer, says Paul Davies bloomberg.com/opinion/articl…

Powerful stuff from Rosa Prince. "Keir Starmer either knew and didn’t care about the extent of Mandelson’s friendship with Epstein, or he didn’t want to know. He shouldn’t have touched him with a barge pole." bloomberg.com/opinion/articl…

JPMorgan's monster debt package for the $55bn Electronic Arts buyout shows how the convergence between leveraged loans and private credit gives borrowers - and banks - a lot more flexibility - on Bloomberg Opinion bloomberg.com/opinion/articl…

Trolling level: Connoisseur>> The US is pushing standard setters in Basel to repeal a bank rule that allowed European lenders to treat the bloc as a single market for cross-border exposures. bloomberg.com/news/articles/…

The UK’s markets need a reset We’ve been regulating for safety, not growth — and it shows. Retail participation is at record lows, IPOs at 30-year lows, listings drifting away A wholesale change in regulatory philosophy is needed for UK markets. My latest @ft 🧵

Here's some #finreg 🍿. The US is protesting European banks' treatment of the eurozone as a single market. Of course it isn't. But the Americans have an ulterior motive: Their own problems in reforming Big Bank capital charges at home. Bloomberg Opinion >> bloomberg.com/opinion/articl…

This is like The Big Lebowski of business columns. I tried to analyse outcomes of the BBVA tender for Sabadell using Godot, game theory, Star Trek and chess strategy. Tbh I didn’t really get anywhere. Via Bloomberg Opinion bloomberg.com/opinion/articl…

Everyone hates #cockroaches. Especially bank investors! It's been quite a week. #Jefferies's sad letter, Jamie #Dimon's thoughts on vermin and some good bank earnings but with a #privatecredit sting. Here's what I think is behind it all via Bloomberg Opinion >>bloomberg.com/opinion/articl…