Private Equity Bros Weekly

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📊 Weekly Summary

A quick snapshot of the week’s biggest developments in global finance:

BDCs are facing rising credit-quality pressure heading into 2026. Fed Governor Cook flagged hedge funds as a growing risk to the $30T Treasury market, while traders piled into Oracle CDS as a new hedge for AI-driven volatility. In macro flows, Asia’s FX reserves climbed to $8T, and foreign investors turned net buyers of Asian bonds.

Saudi Arabia committed up to $1T in US investments. The AI boom continued to fuel tech-driven M&A. PE megafund LPs re-engaged with Asia, with fundraising momentum for Bain, EQT, and Blackstone pointing to renewed institutional interest. Insurance IPOs hit a 20-year high, and hedge funds scored major gains on Argentinian trades.

Let’s dive in.

📈 Recent Finance News

BDCs face rising credit-quality pressure into 2026: Lenders tighten underwriting as sponsor-backed borrowers show early stress (FitchRatings)

US secures $1T Saudi investment commitment: Saudi Arabia pledges up to $1T in US investments across energy, AI, defense, and critical minerals (YF)

PE megafund LPs re-engage with Asia private equity: Fundraises by Bain, EQT, and Blackstone suggest a targeted return of institutional capital to Asia (ION)

Fed’s Cook warns hedge funds pose risks to the $30T Treasury market: Historically high prices could lead to significant valuation declines (YF)

Asia’s FX reserves surged to $8T: Strengthened war chests improve regional resilience and emerging markets capital-flow dynamics (BS)

Insurance IPOs surged to a 20-year high amid tariff-driven chaos: $2.64B were raised so far this year, the most since the 2021 boom (YF)

AI boom brings fresh risks to US markets, and more money to M&A: Tech-driven dealmaking accelerates despite warnings of froth (RT)

Oracle CDS demand explodes as traders seek new AI hedge: A niche credit product becomes a key proxy for tech volatility (WPN)

Foreigners turn net buyers of Asian bonds: Inflows mark a shift in global risk appetite amid rate and currency volatility (RT)

Hedge funds reap major gains on Argentina trades as US steps in: Macro funds target policy-driven arbitrage opportunities (BA Times)

Major corporations shift listings to Nasdaq amid growing tech focus: Issuers chase deeper liquidity and premium valuations (Inv.)

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🤝 M&A Activity

AkzoNobel and Axalta to merge in all-stock deal creating global paint giant (FW)
Deal Value: $25B

Medtech giant Abbott to buy cancer-screening firm Exact Sciences (ES)
Deal Value: $21B

Palo Alto Networks to acquire cloud-monitoring platform Chronosphere (PRN)
Deal Value: $3.35B

Asurion in advanced talks to buy UK's Domestic & General from CVC (BBG)
Potential Deal Value: $2.75B

GE HealthCare to buy medical-imaging software company Intelerad (RB)
Deal Value: $2.3B

Adobe strikes deal for marketing software firm Semrush (YF)
Deal Value: $1.9B

PE firm Leonard Green buys 60% stake in Topgolf Callaway brand Topgolf (PEW)
Deal Value: $1.1B

TPG to invest in India’s Tata Consultancy Services to expand AI data centers (YF)
Deal Value: $1B

ASUR to acquire Motiva's airport portfolio in Latin America (AT)
Deal Value: $916M

ExxonMobil, Chevron & ADNOC weigh bids for Lukoil’s global assets (YF)
Deal Value: Undisclosed

Warburg and Permira eye deal to acquire Clearwater Analytics (PEW)
Deal Value: Undisclosed

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