Private Equity Bros Weekly

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📊 Weekly Summary

Here’s a recap of this week’s major news in finance and economics:

The US and EU confirmed details of the new tariff framework, while Fed minutes showed officials remain wary of inflation risks. UK inflation rose to 3.8%, its highest in 18 months, and the OECD warned of a “new era of fiscal dominance” with sovereign borrowing by developed economies expected to reach $17T this year.

In markets, Intel’s $24B rally pushed its valuation to dot-com era levels. Foreign investors bought the most Japanese equities in 11 years, and Chinese dim sum bond issuance is on pace for a record. Meanwhile, mutual funds lost $432B in assets as ETFs took the lead, and defaults in the $1.7T private credit market climbed to 5.4%.

Let’s break it down.

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📈 Recent Finance News

US and EU announced tariffs for autos, pharmaceuticals and more: Details on the trade agreement made last month were released (CNBC)

Fed minutes showed majority of FOMC saw inflation as greater risk: Officials signaled caution on cutting rates too quickly (YF)

UK inflation rose to 3.8% to an 18-month high: BoE predicts it will reach a peak of 4% in September before beginning to fall back towards the 2% target (BBC)

Private credit defaults hit 5.4%: Warnings on defaults are starting to pile up in the $1.7T private credit market, raising concerns about hidden risks (YF)

Mutual funds shed $432B in assets as ETFs take over: Firms like Lazard are pushing to convert traditional funds into exchange-traded ones (YF)

Foreigners buy most Japanese shares in 11 years: Investors bought a net $11.9B of cash equities and futures deals in the week ending August 15 (TEM)

Chinese dim sum bond issuance on track for record year: Offshore RMB market attracts strong demand despite China’s slowdown (Finimize)

Colombian bonds saw a record sale after downgrade: Investors sold $3.2B in peso-denominated bonds in July, the highest volume since 2013 (AInvest)

Investors warn of ‘new era of fiscal dominance’ in global markets: The OECD expects sovereign borrowing by developed economies to hit $17T this year (EN)

Intel’s $24B rally sends valuation to dot-com levels: Shares of the struggling chipmaker have rallied 28% this month (YF)

🔍 Newly Released Reports

• Global Market and Asset Allocation Guide (Morgan Stanley)

• Private Credit: 5 Questions Markets Can’t Ignore (Nomura)

• Public Company M&A: Synergies & Value Creation (KPMG)

• Co-Investment Programs: From Byzantine to Spartan (STB)

• Global Consumer & Retail Deal Trends (AlixPartners)

• Stifel CIO Office: Investment Strategy Brief (Stifel)

• Government Tech Solutions Market Update (RJ)

• Permanent Capital Meets Private Markets (HBS)

• KPMG 2025 Mid-year M&A Pulse (KPMG)

• Global M&A Market Outlook (R&G)

🤝 M&A Activity

Thoma Bravo to take-private HR software provider Dayforce (TB)
Deal Value: $12.3B

Lowe’s acquires North American distributor Foundation Building Materials (LC)
Deal Value: $8.8B

India's Aurobindo Pharma leads race to buy generic drugmaker Zentiva (YF)
Potential Deal Value: $5.5B

French Lactalis buys Fonterra’s global consumer business(Fonterra)
Deal Value: $2.2B

Quadria Capital weighing sale of minority stake in Encube Ethicals (PEW)
Potential Deal Value: $2B

Blackstone buys electrical equipment services provider Shermco (Blackstone)
Deal Value: $1.6B

American Industrial Partners to acquire International Paper’s fibers business (PD)
Deal Value: $1.5B

Authentic Brands to take-private apparel company Guess (PEI)
Deal Value: $1.4B

McCormick to raise stake in its Mexico JV from 50% to 75% (YF)
Potential Deal Value: $750M

KJR Management emerges as lead bidder to buy Nissan’s global HQ (PEI)
Potential Deal Value: $610M