Operating at the Intersection of Technology and the Capital Markets
Category: Investment Banks
10-year Treasury yields sit around 2.72% and will climb higher as the Fed: a.) lifts the Fed Funds Rate and, b.) trims its balance sheet (i.e. quantitative tightening "QT"). There is no scenario in which the Fed executes QT only to have Treasury yields move lower. It is simply a question of supply and demand. … Continue reading Treasury Yields Will Only Move In One Direction
We have taken a different approach to our CEORater Technology CEOs of the Year selection process in 2021. No longer do we call out “Payments” as a separate category given that some of the largest payments flow occurs inside of Technology giants such as Apple and Amazon. We now have three categories: 1.) FinTech; 2.) … Continue reading CEORater 2021 Technology CEOs of the Year. Part 1 of 3: FinTech
Ms. Brainard is a vocal advocate for a Fed-issued CBDC ("Central Bank Digital Currency"). China has rolled out its CBDC and the public is about to hear more about it during February's Beijing Winter Olympics. Thus, while the consensus is that President Biden will soon reappoint Jerome Powell to begin his next term as Federal … Continue reading Lael Brainard As The Next Fed Chair Is More Likely Than Pundits Believe
Barclays CEO Jes Staley finally stepped down over his ties to Jeffrey Epstein. We wrote some months ago (HERE), that we were puzzled as to why Barclays' Board of Directors did not remove Mr. Staley. https://soundcloud.com/ceorater
From instant trade settlement, to real-time AML transparency and reporting, the Fed's CBDC / "Digital Dollar" will drive efficiency, enhance transparency and reduce privacy. "We are the Federal Reserve and we are here to help" (translation: run for cover). The Federal Reserve will have rolled out its CBDC - the Digital Dollar - by 2025 … Continue reading The Fed’s Digital Dollar Will Remake The Capital Markets
Founded in 2017, Capital Markets Gateway ("CMG") is working to automate the IPO process, an effort that is long overdue. CMG was highlighted in today's WSJ. The firm's platform aggregates data from issuers, underwriters and investors and provides real-time information and analytics to users that otherwise would be aggregated, error checked and tabulated by hand. … Continue reading Automating The IPO Process
If reports are true State Street has lost its way. If State Street (ticker: STT), CEO Ron O'Hanley truly hired Goldman Sachs to help he and the Board think through corporate strategy the company is toast. Any CEO who trusts his company to outsiders has lost his way. Did State Street truly need Goldman Sachs … Continue reading Is State Street Lost At Sea?
The Fed's digital U.S. Dollar will happen. The question is which FinTech firms and traditional Financial Institutions will best leverage it. The Fed will quickly become a FinTech firm and Consumer Depository Institution of primary importance once it goes live with its digital U.S. Dollar. A whole new slate of FinTech firms will rise, building … Continue reading Leveraging The Fed’s Digital Dollar
M&A activity continued to increase in Q2 2021. The S&P Global people published a short presentation that covers M&A activity across industry verticals. Click HERE to view. https://soundcloud.com/ceorater
To date approximately 90% of TEK2day content has been free to readers. That will change on September 1st when the majority of our content will move to "premium" status including 100% of our long-form content. Certain of our articles - those of the single paragraph nature - will remain free to readers. Premium TEK2day articles … Continue reading Nothing’s For Free
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