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Hi there,

Here is this week’s recap across markets and finance:

Global debt jumped $29T to a record $348T as governments ramped AI and defense spending, while policymakers set tariffs at 10% with scope to rise to 15%. Risk appetite looked increasingly stretched, with Jamie Dimon warning of pre-2008 style behavior and hedge funds rebuilding tech exposure as leverage climbed.

In Asia, foreign investors bought Taiwan stocks at the fastest pace in two decades, even as Hong Kong prepared to tap its dollar peg defense fund for the first time in 40 years. In private markets, EM direct lending hit record inflows, but stress signals grew in the $3T private credit market as “shadow defaults” rose and a German pension fund’s $1.2B loss highlighted the downside of heavy illiquid exposure.

Let’s dive in.

Global debt hits $348T after $29T surge: Spending on AI and defense drove the largest increase in borrowing on record as governments ramp investment (YF)

EM private credit investments surged to a record: Capital is flowing into emerging market direct lending despite global macro uncertainty (RT)

Jamie Dimon sees pre 2008 parallels as rivals do dumb things: The JPMorgan CEO warns of excessive risk taking in parts of the market (YF)

Hong Kong to tap dollar peg defense fund for first time in 40 years: Pressure on the currency board underscores rising capital flow volatility (BT)

Europe’s banks posted best trading results in a decade: Market volatility and client flows lifted revenues across the sector (EN)

Foreign investors bought the most Taiwan stocks in two decades: Global capital rotates back into Asia amid tech and geopolitical recalibration (AInvest)

AI data center rollout faces delays despite surging demand: Up to 30% to 50% of projects are being pushed back due to power constraints (YF)

Global tariffs set at 10% with potential rise to 15%: Policymakers signaled further increases as trade tensions escalate and economies assess impact (YF)

China says it has met US trade obligations: Officials warned against additional measures as tensions persist despite compliance (YF)

Private credit risks rise in $3T market as ‘shadow defaults’ climb: Investors chase lower-quality deals, raising concerns over hidden stress in lending (YF)

Hedge funds rebuild tech exposure as leverage nears one-year highs: Gross leverage rose as funds rotated into beaten-down names (GBF)

German pension fund loses ~$1.2B after private market bets sour: Over 70% exposure to illiquid assets triggered nearly half of its $2.6B portfolio collapse (FP)

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Paramount beats Netflix in months-long fight for Warner Bros. (YF)
Potential Deal Value: $111B

Meta agrees deal with chipmaker AMD (TG)
Deal Value: $60B

Engie to acquire UK Power Networks in major grid expansion (NR)
Deal Value: $14.2B

Consortium of global investors in talks for stake in Kuwait pipelines (Inv.)
Potential Deal Value: $7B

Dubai Aerospace to acquire Macquarie AirFinance (GN)
Deal Value: $7B

CECO Environmental lands Thermon transaction (YF)
Deal Value: $2.2B

Bain and Lone Star target Mitsubishi Electric carve-out (PEI)
Potential Deal Value: $1.9B

GSK to buy 35Pharma in biotech push (YF)
Deal Value: $950M

Dallas-Based Arcosa To Sell Its Barge Business to Wynnchurch Capital (DI)
Deal Value: $450M

Zurich Insurance expands with ClearView Wealth transaction (YF)
Deal Value: $295M

Blackstone and BlackRock weigh investment in VoltaGrid (TR)
Deal Value: Undisclosed

KKR advances talks to take private Japanese chemical maker Taiyo (BT)
Deal Value: Undisclosed

Tycoon Richard Li’s Bolttech in talks to buy MoneyHero (BT)
Deal Value: Undisclosed