Shorter observations, contextual commentary, and timely perspectives on developments within the stock loan and securities lending market.
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In a significant regulatory development affecting broader credit markets, India’s central bank has updated guidelines for acquisition and financing arrangements, including provisions related to loans against shares as part of acquisition finance. Under the new framework, banks can now refinance existing debt of target companies as part of acquisition
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Recent corporate financing activity suggests that executives and insiders are finding ways to raise capital through equity transactions at a time when markets are uneven. For example, several companies announced equity financing agreements involving existing stock holdings as part of broader capital strategies. These kinds of equity financings are not
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Recent commentary from financial commentators highlights a bigger narrative shaping capital markets this year: leverage is back in focus as markets experience inconsistent liquidity and unexpected regime shifts. Analysts point out that leverage across various trading strategies and credit segments has climbed to some of the highest levels in recent
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Publishers tracking securities finance reported a notable increase in lending revenues for January 2026. According to market data, securities lending revenue climbed more than thirty percent compared to the same period last year, a sign that demand for on-loan assets and special placements is picking up after a period of
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The infrastructure side of capital markets is moving again, and not just in theory. London Stock Exchange Group has announced plans for a blockchain compatible on chain settlement platform, positioning it as a bridge between traditional and digital securities markets. For securities finance, the key question is not whether tokenisation
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Regulatory deadlines have a way of sneaking up on desks that are busy with day to day flow. In the United States, short sale reporting requirements and related securities lending transparency rules remain a live compliance topic, with specific dates now acting as focal points for operational planning. One near
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Euroclear is preparing a meaningful operational change in the UK market that will be watched well beyond London. Beginning June 15, 2026, Stock Loan Returns for lending and collateral will be eligible for same day settlement within CREST, reflecting broader preparation for the UK transition to T plus one settlement
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January delivered a loud signal for anyone watching securities finance closely. Global securities lending revenue jumped sharply versus the same month last year, with data providers pointing to a mix of higher demand, tighter supply in certain names, and a market that is once again willing to pay for borrow.
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Liquidity in public markets does not disappear overnight. It thins gradually, often in ways that are only visible if you are looking closely. Over the past quarter trading patterns in several growth heavy sectors have become less consistent. Strong volume days are followed by noticeably quieter sessions. For equity investors
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Over the past few weeks conversations around equity backed borrowing have noticeably changed tone. Executives who were comfortable entering stock loan arrangements last year are now asking more detailed questions. Not because something broke, but because the interest rate outlook is less predictable than it appeared just months ago. Wealth
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Private wealth advisors in New York, London and parts of Asia are reporting something familiar but slightly different this year. Clients are once again asking about borrowing against their shares, but the motivation feels more deliberate. Rather than chasing leverage, most inquiries center around flexibility. Clients holding long term appreciated
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In recent months wealth advisors and structured finance professionals have reported a noticeable shift in how corporate executives approach liquidity planning. Rather than treating stock backed borrowing as a short term solution, more executives are integrating securities based lending into multi year financial strategies. The shift appears to be driven