Insight April 2026 The Purple Issue 22 Epic Fury, Meet Furious Shorts: Bears Waste No Time Piling In When the U.S. and Israel began strikes on Iran on February 28th, 2026, it triggered what the International Energy Agency has since described as the “greatest global energy security challenge in history”. The near-total closure, followed by a blockade of the Strait of […]
Insight April 2026 The Purple Issue 22 Bridging the Short Interest Gap: EquiLend’s Predicted Short Interest Now Live! Market turbulence has a way of exposing what’s signal and what’s noise. Two months ago, amid heightened market volatility, EquiLend’s Predicted Short Interest went live and with multiple reporting cycles now closed, we now have our first real opportunity to […]
Insight April 2026 The Purple Issue 22 Securities Finance Market Review: Q1 2026 AI crowding, regional winners, and why borrow demand stayed busyMike Norwood, Head of EquiLend Trading Solutions | Max Baker, EquiLend Data & Analytics Product Specialist NGT Trading Volumes Q1 Trades Q1 Notional YoY Trade Growth March Record Month 11.34M $13.6T +25.58% 4.31M […]
Europe’s move to T+1 will fundamentally reshape post-trade operations. This white paper explains what breaks first, where risk concentrates, and how firms can prepare.
EquiLend’s Head of Trading Solutions, Mike Norwood, shares his February securities finance market review, highlighting how sector rotation, artificial intelligence-driven dispersion, and shifting macro conditions shaped activity across EquiLend NGT.
APAC securities lending trading activity has undergone a structural shift over the past three years.
The global move to T+1 settlement is no longer theoretical.
Retail brokerages face a revenue crisis hiding in plain sight.
Manual onboarding processes are slowing approvals, trapping inventory, and delaying revenue across the securities lending market.
Understanding short interest is critical, yet traditional short interest data has significant limitations as it is infrequent and heavily delayed.
2025 was a defining year for AI-linked equities. Markets aggressively rewarded companies positioned across the entire value chain, from compute infrastructure and semiconductors to enterprise services and quantum technology.
The curtain has closed on 2025 — and what a year it was for global securities finance.
As the securities finance industry prepares for the transition to T+1 settlement in the UK, Europe and Switzerland by October 2027, operational efficiency and accuracy are coming under increased scrutiny.
Reconciliations cost the securities finance industry tens to hundreds of millions of dollars each year.