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Private Equity Bros Weekly
Private Equity Bro
January 17, 2026
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📊 Weekly Summary
Hi there,
A quick look at the week’s most important developments in global finance:
Geopolitics and trade took center stage as Taiwan committed $250B of investment into the US under a new trade deal, while China’s trade surplus surged to a record $1.2T. Global investors increased bets on Chinese equities and the yuan for 2026, while PIMCO argued the powerful rally in emerging markets still has years to run.
In financial markets, Wall Street banks reported stronger Q4 profits on trading gains and resilient consumer activity. Private credit lenders are loosening safeguards to win large deals. Elsewhere, US biotech IPOs fell to a decade low, and UBS CEO announced plans to step down after completing the Credit Suisse integration.
Let’s dive in.
📈 Recent Finance News
Taiwan to invest $250B in the US under new trade deal: The pledge deepens economic ties, with a focus on tech and manufacturing investment (CNBC)
Private credit drops safeguards to win Wall Street deals: Competition is pushing lenders to loosen covenants on large corporate financings (AInvest)
Trump says he has no plan to fire Fed chair Powell despite investigation: Aims to calm markets amid political scrutiny of the central bank’s leadership (NYP)
Global investors bet big on China stocks and FX for 2026: Positioning reflects expectations of policy support and valuation upside (YF)
China trade surplus hit a record $1.2T: Export strength continues to reshape global trade balances despite weak domestic demand (CNBC)
Wall Street bank profits rose in Q4: Trading strength and resilient consumers lifted earnings across major global banks (YF)
BlackRock will cut around 1% of jobs: Cost discipline returns as asset managers adapt to margin pressure and automation (BT)
PIMCO says historic EM rally should last for years: Improving fundamentals and supportive global liquidity underpin bullish emerging market views (PIMCO)
Hedge funds held onto crowded Big Tech longs in 2025: Concentration risk remains elevated as managers continue to rely on mega cap tech exposure (RT)
McKinsey is asking job candidates to use AI in interviews: The AI-driven interview stage tests candidates’ ability to work with AI assistant (Guardian)
US biotech IPOs fell to a decade low but investors eye a rebound: Risk appetite remains selective, though pipelines suggest reopening potential (VB)
UBS CEO Ermotti to step down after Credit Suisse integration: The transition follows one of the most complex bank rescues in banking history (BT)
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🤝 M&A Activity
Rio Tinto hired Evercore, JPMorgan, and Macquarie for merger with Glencore (RT)
Potential Deal Value: $260B
Toyota raises buyout offer for Toyota Industries amid activist pressure (CNBC)
Potential Deal Value: $35B+
Eli Lilly prepares takeover bid for French biotech Abivax (Inv.)
Potential Deal Value: $17.5B
Boston Scientific to acquire medical device maker Penumbra (MTD)
Deal Value: $14.5B
MCR Hotels-led group completes take-private of Soho House (BM)
Deal Value: $2.7B
U.S. Bancorp to acquire brokerage firm BTIG (YF)
Deal Value: $1B
Affinity Partners backs merger of ClassPass and EGYM (YF)
Deal Value: $785M
Avocado producers Mission and Calavo agree to merge (Axios)
Deal Value: $483M
Smith & Nephew buys sports medicine business Integrity Orthopaedics (MTD)
Deal Value: $450M
TBS Holdings to acquire stake in Legendary Entertainment from Apollo (THR)
Deal Value: $150M
KKR to acquire 50% stake in RWE’s Norfolk Vanguard offshore wind projects (YF)
Deal Value: Undisclosed
Canadian asset manager CI Global to buy Invesco’s $26B Canadian assets (BNN)
Deal Value: Undisclosed
Mitsubishi Electric explores sale of automotive equipment business (YF)
Deal Value: Undisclosed
That wraps up this week’s insights. More coming your way next week.
PE Bro