📊 Weekly Summary
Hi there,
Here’s this week’s recap across global markets and finance:
Bank of America pledged $250B for US infrastructure financing and the SEC eased securitization rules for certain data-center bonds. Nvidia also moved to calm credit market concerns, while hedge funds increased short bets against AI-linked names. In Europe, Deutsche Bank became the first foreign yuan clearing bank.
PE firms are now sitting on 33,575 unsold portfolio companies, while private credit defaults rose across major managers including Ares, Blackstone, Blue Owl, and Golub. Elsewhere, EM valuations fell to less than half the S&P 500’s, Norway’s sovereign wealth fund warned about weaker shareholder rights.
Let's dive in.
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📈 Recent Finance News
Bank of America pledged $250B for US infrastructure financing: Targeting tech, energy, and infrastructure investment as capex demand grows (BNN)
PE is stuck with 33,575 unsold businesses: The backlog has nearly tripled over the past decade as high rates squeeze exits (INC)
Private credit faces rising defaults despite an upbeat industry tone: Non-accruing loans at Ares, Blackstone, Blue Owl and Golub hit 5-year highs (PEW)
EM stock valuations sank below half the S&P 500's: The gap is the widest in at least two decades as US AI stocks pull away (YF)
SEC exempted data-center bonds from key securitization rules: The move eases capital-raising for operators funding the AI buildout (YF)
Nvidia enlisted Wall Street firms to soothe jittery credit markets: Default-protection costs had nearly doubled on circular-financing fears (YF)
Gautam Adani won dismissal of US securities fraud charges: The ruling ends a case that had threatened his conglomerate's US expansion (CNBC)
SpaceX passed its first lockup expiry test with a $500B rally: Investor demand remained strong despite insider shares becoming eligible for sale (PR)
Hedge funds raised short AI bets in July: Super Micro, CoreWeave and Nebius topped the list as chipmaker shares tumbled (YF)
Norway’s sovereign wealth fund warned of erosion in shareholder rights: The $2T SWF flagged weaker governance protections across public markets (INV)
Deutsche Bank became Europe's first foreign yuan clearing bank: The designation gives European firms direct access to China's payment system (DB)
Citadel Securities says systematic funds are ready to re-leverage: Leveraged-ETF assets plunged 42% before the reset "ran its course" (YF)
Private Equity & Investment Banking Resources
🔍 Newly Released Reports
McKinsey Global Private Markets Report (McKinsey)
Macro Outlook: Volatility Creates Opportunity (FT)
2026 Private Credit Strategy Outlook (ACPM)
Global Energy Investment Review (ABSA)
The Long Goodbye to the US Dollar (TC)
2026 Private Equity Outlook (CVC)
Fixed Income Market Review (IV)
2026 M&A Report (WH)
AI Meets Trade (GL)
📢 Is your team in Santorini? Use the downtime.
September will get busy again.
Use the next few weeks to sharpen your M&A, modelling and valuation skills.
🤝 M&A Activity
Silver Lake in talks to take HR software firm Workday private (YF)
Potential Deal Value: $50B
Candle Lake makes mandatory takeover offer for online casino firm Evolution (NC)
Deal Value: $13.8B
Josh Kushner and Bob Iger buy Los Angeles Lakers (CNBC)
Deal Value: $12.5B
Anthropic is in talks to acquire AI startup Decart (YF)
Potential Deal Value: $6B
Ari Emanuel's Mari to acquire theater giant ATG Entertainment (AXS)
Deal Value: $6B
Energy giants form joint venture to build Western Gateway Pipeline (P66)
Deal Value: $5B
GO Residential and Blackstone lead H&R REIT breakup (CRED)
Deal Value: $4.8B
Samsung SDI will buy GM’s stake in EV battery plant in Indiana (YF)
Deal Value: $3.5B
Nvidia will invest in Blackstone-backed power developer Lancium (YF)
Deal Value: Up to $3B
Air Canada announced minority equity investment in Aeroplan (LC)
Deal Value: $2.5B
Goldman Sachs will acquire ETF provider NEOS Investments (GS)
Deal Value: Up to $2.3B
Bank of America takes up to 49.9% stake in Reliance's Jio Credit (ABO)
Deal Value: $1.9B
Blackstone-backed Safe Harbor Marinas agreed to acquire MarineMax (BW)
Deal Value: $1.5B
Francisco Partners agreed to acquire Moneris from RBC & BMO (PRN)
Deal Value: $1.4B
That wraps up this week. More coming your way next week!
PE Bro
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