Private Equity Bros Weekly

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📊 Weekly Summary

This week’s highlights in global markets, finance, and economics:

US Q2 GDP growth was revised up to 3.3% YoY, while the EU agreed to scrap tariffs on US goods. Japan’s 2Y bond auction saw its weakest demand in 16 years, and the world’s best-performing sovereign wealth fund shifted toward European equities. Meanwhile, a report revealed Chinese money launderers funneled $312B through US banks.

In markets, Chinese banks warned against using credit cards for stock trading. US dealmakers logged their busiest August since 2021, while Indian firms tapped domestic bond markets to fund M&A. Nvidia’s earnings fueled momentum in the booming AI ETF market, but Australian stocks tumbled on earnings misses.

Let’s break it down.

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📈 Recent Finance News

US Q2 GDP growth revised up to 3.3% YoY: The reading beat the initial 3.0% estimate and the 3.1% Dow Jones consensus forecast (CNBC)

EU to scrap tariffs on US goods to pave way for lower car duties: A step toward easing transatlantic trade frictions (YF)

Japan 2Y bond auction drew weakest demand in 16 years: Weak bid-to-cover ratios and widening tails signal waning investor confidence (AInvest)

$44B SWF bets on European stocks to outperform US: The shift shows even top global investors doubt US market dominance long-term (BZ)

Chinese money launderers are moving billions through US banks: Report shows banks moved $312B for money launderers between 2020-2024 (YF)

China banks warn against using credit cards for stock trading: Chinese stocks gained over $1T in August, but doubts loom over the rally’s sustainability (ST)

Indian firms tap bond markets for M&A on mutual fund demand: Domestic liquidity is powering corporate deal financing (VCC)

US dealmakers topped $1T in busiest August since 2021: A resurgence in dealmaking points to renewed corporate confidence (TEM)

Nvidia to set tone for booming AI leveraged ETF market: The chip giant’s earnings are fueling a new wave of AI-themed financial products (RT)

Australian stocks suffer sharp declines following earnings misses: Weak corporate results spark regional market volatility (AInvest)

🔍 Newly Released Reports

• Quarterly M&A, PE and VC deals overview in the Baltics (KPMG)

• Asset-Backed Finance: A View Under the Hood (Oaktree)

• Guide on Cyber Security Due Diligence in M&A (Infosys)

• Venture Capital Guide: From Startup to Scaleup (Eifo)

• Sustainable Value Chains Playbook (Capgemini)

• Brief Guide on US Antitrust and M&A (KPMG)

• Online Retail Q2-25 Market Update (Lincoln)

• UK Credit Review & Outlook (Moody’s)

• 2025 Global M&A Handbook (Z&Y)

• Swedish M&A Market Update (EY)

• US Economic Outlook (R&CO)

🤝 M&A Activity

AT&T buys EchoStar’s spectrum wireless licenses (Reuters)
Deal Value: $23B

US drinks giant Keurig Dr Pepper will acquire Dutch Peet’s coffee (BBC)
Deal Value: $18.4B

Canada’s Cenovus Energy announced purchase of MEG Energy (Cenovus)
Deal Value: $5.7B

PetroChina pursues acquisition of 3 CNPC gas-storage companies (Reuters)
Deal Value: $5.6B

HD Hyundai Heavy to merge with affiliate HD Hyundai Mipo (Offshore Energy)
Deal Value: $5.5B

Lactalis to carve out Fonterra Consumer Business (Fonterra)
Deal Value: $3.8B

Sompo reaches agreement to acquire Aspen Insurance (Artemis)
Deal Value: $3.5B

Air Liquide expands in Asia with DIG Aergas buyout (Air Liquide)
Deal Value: $3.3B

Thoma Bravo to acquire AI software company Verint Systems (Reuters)
Deal Value: $2B

Terumo agrees to purchase Oxford-based MedTech firm OrganOx (Yahoo Finance)
Deal Value: $1.5B