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📊 Weekly Summary
Hi there,
Here's this week's snapshot of global markets and finance:
Deregulation handed major US and UK banks an estimated $1.3T boost through looser leverage rules, while JPMorgan signaled appetite for a potential $10B-$20B acquisition. Goldman Sachs pointed to near record M&A volumes and BofA projected another strong quarter for trading revenue.
The S&P 500 is on track for its strongest earnings growth since 2021. At the same time, the ECB warned markets remain vulnerable to corrections, BofA cautioned that mega IPOs could fuel bubble-like concentration, and KKR and Apollo push deeper into secondary liquidity and daily pricing.
Let's dive in.
📚 Some of the tools top finance professionals rely on:
📈 Recent Finance News
Deregulation handed major US and UK banks $1.3T: Easing leverage ratio rules widens their lead over EU peers (EBM)
Jamie Dimon eyes a $10B-$20B JPMorgan acquisition: The bank is "on the lookout" for deal that fits its culture and business (YF)
BofA CEO signals a strong Q2 trading windfall: Moynihan projects trading revenue up 15% YoY, marking the 17th consecutive quarter of growth (YF)
Goldman Sachs is on track for near record M&A volumes: Deal activity continues rebounding despite macro uncertainty (Inv.)
Fed's Kashkari warns inflation is "much too high" and his top priority: Inflation remains the Fed’s main concern despite a solid labor market (CNBC)
Hong Kong overtook Switzerland as the top offshore wealth hub: BCG shows HK edged past at $2.95T on Chinese inflows & IPO revival (BS)
Japan slipped to third-largest global creditor: Despite record $3.53T in net external assets, China overtook Japan for the first time (YF)
China cut its one-year policy loan rate to a record low of 1.45%: Signaling stepped-up support as domestic momentum weakens amid high oil prices (TME)
KKR says trading private credit is likely to happen: Secondary liquidity for direct lending assets is becoming more accepted (PEW)
S&P 500 on track for strongest earnings growth since 2021: 83% of companies beat estimates with blended EPS growth of 27-28% (CBR)
Prediction markets court institutional investors: Kalshi and Polymarket target hedge funds and quant firms as Wall Street appetite grows (YF)
Private credit's secondary market becomes reality: Apollo traded $13B+ in private assets, with daily pricing rolling out across its full $1T credit book (YF)
BofA warns mega IPOs risk a 1920s-style bubble: SpaceX, OpenAI and Anthropic could push market concentration past every historical bubble bar (YF)
China's industrial profits surged 24.7% in April, fastest in over two years: AI-driven semiconductor led the surge (CNBC)
ECB warns markets remain vulnerable to sharp corrections: Key risks include stretched valuations and rising euro area exposure to private credit (IB)
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🔍 Newly Released Reports
Reimagining Financial Distribution: Scale, Trust, & Sustainability (PwC)
Securing and Financing the Future of Water (Goldman Sachs)
Accelerating European Mutual Fund Settlement (JP Morgan)
The Future of Insurance in a Fragmented World (Allianz)
Global Wealth Report 2026: The Great Reordering (BCG)
U.S. Healthcare & Life Sciences Survey (AlixPartners)
Doing Business in the U.S. in 2026 (Hogan Lovells)
Southeast Asia Private Equity Pulse Q1-26 (KPMG)
2026 Emerging Technology Trends (JP Morgan)
Economic Outlook for Emerging Markets (BIS)
Global Corporate Real Estate Insights (CMS)
Guide to the Markets in EMEA (JP Morgan)
Global Private Credit: Market Review (EP)
Belgium Corporate M&A 2026 (C&D)
Private Equity Sponsor Sync (Weil)
👔 A practical toolkit for elite IB and PE professionals:
🤝 M&A Activity
Musk weighs merging SpaceX and Tesla (CNBC)
Potential Deal Value: $3.4T
Uber weighs a third improved offer for Delivery Hero (YF)
Potential Deal Value: $13.4B
CVC and GBL launches takeover offer for Italian drugmaker Recordati (GBF)
Potential Deal Value: $12.4B
Webster Financial shareholders approved Santander's acquisition (Inv.)
Deal Value: $12B
FedEx and Advent's all-cash offer for Polish parcel locker InPost (GBF)
Deal Value: $9B
CapVest-backed Curium offers to buy radiopharma peer Lantheus (YF)
Potential Deal Value: $7B
Eli Lilly acquires Curevo, LimmaTech & Vaccine Company (CNBC)
Deal Value: $3.8B
Devon Energy buys undeveloped acres in the Delaware Basin (GNW)
Deal Value: $2.6B
Jardine Matheson agrees to buy I-MED Radiology from Permira (YF)
Deal Value: $2.4B
Apollo offers to acquire UK thermal processing firm Bodycote (GBF)
Potential Deal Value: $2B
Apollo acquires stake in home services platform Apex Service Partners (BW)
Deal Value: $2B
DigitalBridge acquires power infrastructure investor ArcLight Capital (YF)
Deal Value: $1B
Hg to buy rights & royalties management software firm Rightsline (PEW)
Deal Value: $500M
Voltera and GIP-backed Revel Transit merged to serve US robotaxis (YF)
Deal Value: Undisclosed
Standard Chartered to acquire Zodia Custody (YF)
Deal Value: Undisclosed
That wraps up this week’s insights. More coming your way next week.
PE Bro
P.S. What caught your eye most in this week’s update? Hit reply and tell me.
