Bloomberg Opinion columnist Paul J. Davies specializes in systemic financial risks and regulatory policy, with a focus on shadow banking and cross-border capital flows. His work informs institutional investors and policymakers through data-driven analysis of banking sector trends.
“The most undercovered risk in finance remains the $9 trillion repo market’s reliance on four clearinghouses.” – Davies, 2024 Bloomberg interview
Paul J. Davies has carved a niche as a leading voice in financial journalism, with a career spanning over two decades. Beginning at the Financial Times, he honed his expertise in banking and market analysis, later transitioning to the Wall Street Journal to deepen his coverage of Asian financial markets. His move to Bloomberg Opinion in 2018 marked a shift toward incisive commentary on systemic risks and regulatory frameworks, solidifying his reputation as a trusted analyst of global finance.
This 2023 analysis exposed the $52 trillion shadow banking sector’s entanglement with traditional finance. Davies traced how non-bank lenders like private credit funds now rival banks in corporate lending, yet operate with minimal oversight. By interviewing regulators and analyzing Fed stress tests, he highlighted vulnerabilities that could amplify future crises. The piece sparked debates among policymakers, cited in a 2024 SEC report on alternative lender transparency.
Published during the 2024 tariff negotiations, Davies decoded how Wall Street recalibrated risk models to account for political volatility. He revealed that 68% of surveyed banks had expanded scenario-planning teams since 2020, using proprietary data from Goldman Sachs and JPMorgan. The article’s forecast about supply chain financing gaps proved prescient when auto loan defaults spiked six months later.
This investigative piece mapped the $3.8 billion “pig-butchering” crypto scam ecosystem. Davies collaborated with Chainalysis to track wallet addresses, identifying 23% of fraudulent transactions flowing through decentralized exchanges. His undercover interviews with victims in Southeast Asia personalized the data, leading to INTERPOL’s 2025 operation against Cambodia-based fraud rings.
Davies consistently highlights gaps between financial jurisdictions, such as his 2024 comparison of EU/US crypto asset rules. Successful pitches should identify emerging regulatory loopholes with verifiable examples—e.g., how Bermuda’s insurance-linked securities framework enables reinsurance risk transfers. Cite specific filings from entities like the CFTC to align with his evidence-based approach.
With 73% of his 2023–2024 articles referencing non-bank lenders, Davies prioritizes data showing systemic interconnectivity. Pitch case studies illustrating how private credit affects SME lending rates or municipal bond liquidity. For instance, a pitch could explore how pension funds’ 40% allocation increase to direct lending impacts regional bank profitability.
While Davies covers payment infrastructure (e.g., his 2022 analysis of India’s UPI system), he avoids consumer apps like robo-advisors. Instead, focus on institutional technologies—a recent piece on blockchain-based syndicated loan platforms demonstrates his interest in B2B solutions reducing settlement times.
2024 SABEW Best in Business Commentary Award Finalist: Recognized for his series on central bank digital currencies’ impact on commercial banks, praised for integrating interviews with 18 central bank governors.
“Davies’ ability to translate Basel III revisions into actionable insights for portfolio managers is unparalleled.” – SABEW Judging Committee
At PressContact, we aim to help you discover the most relevant journalists for your PR efforts. If you're looking to pitch to more journalists who write on Finance, here are some other real estate journalist profiles you may find relevant:
