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📊 Weekly Summary
Hi there,
Here's what moved global markets and finance this week:
Wall Street activity picked up, with banks expecting a Q2 profit boost from the SpaceX-led trading surge and JPMorgan launching a small deal M&A team targeting $100M to $500M transactions. Hedge funds also had their best H1 since 2021, led by large gains in China and AI-linked strategies, while fundamental long short funds posted a record Q2.
Traders turned the most bullish on the dollar since 2015, while gold’s three-year bull market faded after $18B of ETF outflows. China’s 10-year bond sale drew record demand, BlackRock launched a lower fee Nasdaq 100 ETF, and investor groups pushed the SEC to keep quarterly reporting.
Let's dive in.
👔 A practical toolkit for elite IB and PE professionals:
📈 Recent Finance News
JPMorgan launched a small-cap M&A team targeting $100M-$500M deals: Complements its middle-market unit already generating $1B+ annually (YF)
Wall Street banks expect a Q2 profit boom from the SpaceX-led trading surge: Market revenue is up 15% YoY, global IB revenue hit $61.4B (WMBD)
Hedge funds posted their best H1 since 2021: TAL China Focus up 95.1% and Whale Rock 72.5%, while Citadel Wellington managed just 5.7% (HW)
BlackRock launched a Nasdaq-100 ETF to challenge Invesco's QQQ: IQQ trades at $24/share with a 0.10% fee, undercutting QQQ's $722 NAV (YF)
Gold's three-year bull market has ended: Investors pulled $18B from gold ETFs since January's $5,600 peak (AP)
Traders are the most bullish on the dollar since 2015: Bullish bets hit $40B, the highest since December 2015, as markets price in Fed rate hikes (BB)
China's 10-year bond sale drew record demand: The 7.23 bid-to-cover ratio is the highest since 2004 as investors pile into Chinese debt (CBR)
Raymond James sees 430% upside for SpaceX: The $800 target implies a $10.5T valuation, a defining infrastructure company of the century (CNBC)
Deutsche Bank secured a Saudi regional HQ license: The German lender joins JPMorgan, Goldman, and Morgan Stanley under Vision 2030 (AN)
Fundamental L/S hedge funds gained a record 18% in Q2: Profited from energy shorts while AI memory longs compounded gains (Inv.)
Quant funds extended their worst run since 2023: Momentum strategies dropped 3%+ for a second straight week as AI chip stocks rotated (YF)
Investor groups urged the SEC to keep quarterly reports: Asset managers say Atkins' semi-annual proposal would hurt price discovery (USN)
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🔍 Newly Released Reports
Introduction to Alternatives & Private Market Investing (CIBC)
Global Economy in Crosscurrents of War & Technology (IMF)
World Intangible Investment Highlights 2026 (WIPO)
A Guide to Investment Grade Private Credit (Voya)
AI & the Future of Retail Financial Services (FCA)
Global Family Business Report 2026 (KPMG)
The British Money Mindset 2026 (Vanguard)
Understanding UK savers (J.P. Morgan)
AI’s Role in Wealth Management (LSEG)
Private Assets Risk Factors Exposure (II)
Investment Rules of the World (DLA)
Half-Time Outlook 2026-27 (Allianz)
BMO Middle Market Update (BMO)
Nordic Deal Trend Report (KPMG)
The go-to resources trusted by top finance professionals:
🤝 M&A Activity
UniCredit nears Commerzbank takeover (GBF)
Potential Deal Value: $51B
Big banks are circling Fiserv's STAR debit network (YF)
Potential Deal Value: $15B
Blue Owl and Moor Park closed on 12 UK Spire hospitals (PRN)
Deal Value: $1.7B
MasTec buys electrical contractor The Superior Group (BW)
Deal Value: $1.6B
Abu Dhabi royal family office made LNG bet, backing MidOcean Energy (YF)
Deal Value: $1.1B
Dream Finders Homes went public for Beazer Homes (BW)
Potential Deal Value: $875M
Norway's NBIM took US retail property venture with Asana Partners (PRN)
Deal Value: $500M
Frazier Healthcare is buying MatrixCare from ResMed (BW)
Deal Value: $490M
Coty is handing the Gucci Beauty license back to Kering (YF)
Deal Value: $400M
Apex took a minority stake in Canada's Northern Super League (CNW)
Deal Value: $21M
CVC scooped up a majority stake in DistroKid (CVC)
Deal Value: Undisclosed
Shore Capital backed benefits tech firm ThrivePass (BW)
Deal Value: Undisclosed
That wraps up this week’s insights. More coming your way next week.
PE Bro
P.S. This issue was written in partnership with The Dealmaker. Follow them for daily coverage of the latest M&A deals.
