Public Markets 3d Briefing
×Markets & Deals
The S&P 500 ft.com dropped 1.2% in its worst week since June, marking its first two-week loss since June amid volatile trading following the Supreme Court’s ruling on the Trump administration’s tariffs. Entrata investing.com is working with Goldman Sachs and JPMorgan on an IPO, signaling continued M&A activity. Francisco Partners investing.com completed a $2.2 billion take-private of Jamf, while Blackstone ft.com is positioning Liftoff Mobile for an IPO, though valuation debates persist. Deere & Company wsj.com and Mc Donald’s wsj.com have become darlings to investors worried about broad AI disruption, as Wall Street Journal wsj.com reports. Palantir ft.com is suing a magazine for revealing Switzerland rejected its approaches, highlighting tensions in tech acquisitions.
Macro & Policy
Japan may intervene to buy yen finance.yahoo.com amid speculation, while Ecuador yahoo.com eyes a $4 billion bond sale return. Germany investing.com rejected new EU joint debt, with Klingbeil investing.com signaling fiscal continuity. Hungary bloomberg.com plans to block the EU’s 20th sanctions package on Russia over the Druzhba pipeline standoff, though Bloomberg Markets bloomberg.com notes this could escalate tensions. China bloomberg.com is defying the global “AI scare trade” as investors chase winners, while Australia bloomberg.com threatens countermeasures after Trump’s 15% tariffs. India bloomberg.com postponed a US trip to finalize its trade pact after the Supreme Court ruling, and Mexico bloomberg.com is weighing all options after “unjustified” tariffs.
Corporate & Economic Developments
Japan bloomberg.com’s ruling party tax chief called US tariffs “a real mess,” and Japan bloomberg.com’s economy saw factory activity hit a 4-year high on strong demand. Greece ft.com eyes a central role in Europe’s post-Russia gas market, while Turkey bloomberg.com’s Azoty seeks an 83% debt writedown in polymer restructuring. Russia investing.com’s Gazprom faces challenges as Ukraine bloomberg.com’s Azoty negotiates with creditors. China investing.com’s AI rally continues as investors shrug off global disruption fears, and Switzerland investing.com is quietly pulling ahead in the AI race. India bloomberg.com’s opposition calls for Modi to pause the US trade deal, while Malaysia bloomberg.com’s anti-graft chief faces a shareholding probe.
Technology & Innovation
AI ft.com’s “memorisation” problem raises copyright concerns, and consultancies ft.com are set for fastest growth amid the AI boom. Nvidia investing.com’s stock is “likely to outperform in 2H26,” per Wall Street Journal wsj.com, while Goldman Sachs bloomberg.com is positioning Liftoff Mobile for an IPO. Tesla ft.com’s valuation debate continues, and Apple ft.com’s stock faces pressure amid macroeconomic uncertainty. Microsoft ft.com and Alphabet ft.com are navigating regulatory scrutiny, and Meta investing.com slashed staff stock awards. Amazon ft.com’s Kiro tool caused a service outage blamed on “user error, not AI error,” while Google ft.com faces antitrust probes globally.
Geopolitics & Energy
Russia investing.com’s Gazprom and Ukraine yahoo.com’s Azoty navigate complex energy ties, and Saudi Arabia investing.com’s Aramco faces production challenges. Iran bloomberg.com’s nuclear program remains a flashpoint, and Israel bloomberg.com’s security concerns escalate. Turkey bloomberg.com’s Azoty seeks debt relief, and Brazil investing.com’s beef exports to China hit new highs. Canada wsj.com’s retail sales rebounded, and Australia investing.com’s Treasury warns of “unjustified” tariffs. Mexico investing.com’s energy reforms face hurdles, and Chile wsj.com’s copper production faces strikes. Argentina yahoo.com’s peso devaluation continues, and Peru ft.com’s mining sector grapples with environmental protests. Colombia investing.com’s peace process stalls, and Venezuela wsj.com’s humanitarian crisis deepens. Ecuador ft.com’s oil production faces OPEC+ constraints, and Bolivia investing.com’s lithium ambitions face technical hurdles. Uruguay wsj.com’s agricultural exports grow, and Paraguay wsj.com’s hydropower potential remains untapped. Chile bloomberg.com’s lithium market attracts investment, and Argentina bloomberg.com’s debt restructuring progresses. Peru yahoo.com’s mining sector sees strikes, and BoliviaREF: