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Hi there,

Here is a recap from this week’s highlights in global markets and finance:

ECB President Christine Lagarde is set to depart before 2027, while Fed officials signaled diverging views on the rate path. Despite macro noise, foreigners poured a record $1.6T into US assets last year, as ETF investors rotated aggressively into emerging markets on diversification demand and a weaker dollar.

In capital markets, IPO momentum cooled after an early-year burst, even as European bank M&A reached its highest level since 2008. Blue Owl stress exposed risks in semi liquid vehicles and banks retreated further from leveraged finance. Real estate secondaries hit a record $20B in 2025, and investor concern over the global capex race climbed to the highest level in decades.

Let’s dive in.

European Central Bank President Christine Lagarde will depart before 2027: Early succession dynamics inject uncertainty into euro area monetary policy (PO)

Fed officials split on rate path amid uneven inflation progress: Diverging views increase uncertainty around the timing and pace of future cuts (CNBC)

Foreigners poured $1.6T into US assets last year: Global investors pushed back against “Sell America” narratives with record inflows (BT)

IPO momentum slowed after early-year surge: Listings cooled following a $7.2B issuance burst as market volatility returned (FP)

European bank M&A hits highest level since 2008: Cross-border deal value rose to €17B in 2025, driven by stronger profits and consolidation efforts (AInvest)

ETF investors are flocking to emerging markets: EM equity ETFs saw record inflows in January, driven by diversification demand and a weaker dollar (YF)

Blue Owl woes expose private credit risks for retail investors: Stress highlights liquidity and valuation questions in semi liquid credit vehicles (IN)

Bank of Ireland to exit US Leveraged Acquisition Finance business: This decision underscores shifting dynamics in buyout financing (MS)

Real estate secondaries hit a record $20B in 2025: Liquidity solutions gain traction as property funds face redemption and refinancing pressure (AM)

Soaring gold prices force vaults to cut insurance coverage: Operators are taking on more risk by reallocating their reserves between different vault sites (IN)

Banks’ risk-transfer boom draws regulatory scrutiny: Basel Committee warned growing use of synthetic risk transfers could create hidden vulnerabilities (RT)

European AI firms push to scale with $1B fundraising ambitions: Startups accelerated expansion efforts as investors back regional challengers (YF)

Investor concern over capex race hits record highs: BofA survey showed 35% of investors see companies overinvesting, the highest level in decades (YF)

Glencore still open to 'mega-miner' deal after $260B Rio collapse: CEO signaled appetite for large-scale consolidation despite setback (YF)

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Germany plans strategic stake in tank maker KNDS ahead of dual IPO (MI)
Potential Deal Value: $23.7B

SGH and Steel Dynamics submit final bid for BlueScope Steel (YF)
Potential Deal Value: $10.6B

Danaher to acquire Masimo in premium medtech deal (CNBC)
Deal Value: $9.9B

MTN Group to acquire IHS Towers in telecom consolidation push (CG)
Deal Value: $6.2B

Blackstone, EQT and CVC bid for Volkswagen’s Everllence division sale (YF)
Potential Deal Value: $5.9B

Nexfibre consortium to buy UK fiber provider Substantial (BW)
Deal Value: $2.7B

Blackstone strikes deal for residential services provider Champions Group (PEI)
Deal Value: $2.5B

Portland General Electric to acquire PacifiCorp assets (YF)
Deal Value: $1.9B

Ebay buys Depop in effort to attract younger shoppers (TG)
Deal Value: $1.2B

Liberty Global to buy out Vodafone stake in Vodafone Ziggo (GBF)
Deal Value: $1.2B

Palo Alto Networks to acquire Israeli cybersecurity startup Koi (Globes)
Deal Value: $400M

Kraken to acquire token manager Magna ahead of IPO (YF)
Deal Value: Undisclosed

A.Y.K. International to acquire apparel firm SRTX (NW)
Deal Value: Undisclosed