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Wednesday, 18 July 2018

Keith Mullin' s stories

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  • keith mullin

    Fight-back takes root in CIB

    Blogs | 31 March 2016

    You heard it here first: we’re entering a new phase of the banking cycle. And that’s despite the poor set of underlying operating conditions the industry is confronting, exemplified by volatile markets, NIRP and low economic growth, a shrinking wallet in certain business lines and individual bank rehabilitation programmes. 

  • keith mullin

    Thiam’s second attempt at a strategy

    People & Markets | 24 March 2016

    IS IT JUST me or is there something awry at Credit Suisse? I mean, how many excuses did CEO Tidjane Thiam throw out when he announced the strategy “acceleration” on March 23 to try and mask – unsuccessfully in my view – his own shortcomings and those of the strategy he unveiled last October?

  • keith mullin

    Credit Suisse strategy acceleration? More like a second bite of the cherry

    Blogs | 23 March 2016

    Is it just me or is there something awry at Credit Suisse? I mean, how many excuses did CEO Tidjane Thiam throw out today to try and mask – unsuccessfully in my view – his own shortcomings and those of the strategy he unveiled last October?

  • Keith Mullin 475px June 2014

    ​The Europeans are coming

    People & Markets | 18 March 2016

    IFR editor-in-chief Keith Mullin says smaller European investment banks are at last challenging the industry titans

  • keith mullin

    AJ Murphy's promotion a sign of the times

    Blogs | 15 March 2016

    People who said that AJ Murphy was lured back to Bank of America Merrill Lynch early last year from her short and rather odd-looking jaunt to Goldman Sachs on a promise of future greatness certainly look to have been vindicated. 

  • keith mullin

    ECB corporate bond buying? Check out CBPP3

    People & Markets | 11 March 2016

    WANT A SENSE of the direction of travel for corporate bonds under the shiny new Corporate Sector Purchase Programme? I give you … drum roll please … CBPP3. When the ECB initiated its third covered bond purchase programme (which is still in operation), market participants groaned. Not just because they’d been targeted twice before but because they knew where this one was likely to end.

  • keith mullin

    Passing of a legend

    Blogs | 10 March 2016

    If John Gutfreund hadn’t existed, you’d probably have needed to have invented him. The former CEO of Salomon Brothers, who passed away on March 9 aged 86, ran the storied firm from 1978 until a Treasury bond scandal forced him out in 1991. For good or for bad, the King of Wall Street became and remained a market legend.

  • keith mullin

    Blessing's timing looks spot on

    Blogs | 07 March 2016

    Kudos to Commerzbank for showing us just how succession planning should be conducted. After what we’re told was an intensive selection process, Martin Zielke was named yesterday as the new chairman of the board of managing directors (aka CEO) to replace Martin Blessing.

  • keith mullin

    Are bank strategy and EU regulation parting company?

    People & Markets | 04 March 2016

    IS THE EUROPEAN regulatory landscape evolving at cross purposes to the recent direction of travel around bank strategy and investor behaviour? In light of pronouncements from Barclays and Deutsche Bank CEOs Jes Staley and John Cryan, I’m starting to wonder.

  • Keith Mullin

    Will the market drink Staley's Kool-Aid?

    Blogs | 02 March 2016

    Did investors overdo the gloom on Barclays on Tuesday? The 10% drop in the wake of Jes Staley’s narrative was surely a bit of a knee-jerk reaction. Sure, the dividend cuts in 2016 and 2017 were a bit of a kick in the nads for the income junkies, but still …