Public Markets 3d Briefing
×Market Moves
The S&P 500 investing.com dropped 1.2% in its worst week since June after a Supreme Court ruling struck down key Trump tariffs, triggering a broad selloff. Entrata investing.com is working with Goldman Sachs and JPMorgan on an IPO, signaling continued investor appetite for tech real estate. Bitcoin held near $68,000 investing.com as tariff-driven volatility faded, while Wall Street’s latest bet wsj.com focuses on "HALO" companies like Deere and Mc Donald’s with AI immunity.
Macro & Policy
Japan may intervene to buy yen yahoo.com amid speculation about US tariff uncertainty. Ecuador ft.com is eyeing a $4B bond sale return, while Hungary bloomberg.com plans to block EU sanctions and loans over the Druzhba pipeline standoff. The US Supreme Court’s ruling also prompted India to pause bloomberg.com finalizing its trade pact with the US, and China bloomberg.com gained leverage ahead of the Trump summit after the tariff reversal.
Deals & M&A
Francisco Partners investing.com completed a $2.2 billion take-private of Jamf, expanding its portfolio in the enterprise software space. Blackstone finance.yahoo.com is positioning Liftoff Mobile for an IPO, while Palantir yahoo.com sued a magazine for revealing Switzerland rejected its approaches. Aston Martin ft.com sold its F1 naming rights for £50 million, even as it warned of a larger 2025 loss.
Technology & Innovation
China’s AI rally investing.com ignited as investors shrugged off global disruption fears, while Swiss watchmaker Breitling ft.com saw its private equity owners slash its valuation. AI’s ‘memorisation’ problem wsj.com raised copyright concerns, and consultancies ft.com set for fastest growth on the back of the AI boom. Google VP finance.yahoo.com warned that two types of AI startups may not survive.
Global Markets
Germany investing.com rejected new EU joint debt, with Klingbeil investing.com signaling fiscal continuity. Australia investing.com threatened countermeasures after Trump’s 15% tariffs, while Japan investing.com braced for trade turbulence after a LDP official slammed the "messy" US tariff situation. Ecuador investing.com also eyed its bond sale amid tariff uncertainty.
Energy & Commodities
Oil futures wsj.com mixed as market awaited US-Iran moves, with Canada’s energy stocks investing.com hitting a record high. Gold bloomberg.com rallied toward $5,000, putting focus on producers, while natural gas prices investing.com braced for volatility. Japan’s ruling party tax chief bloomberg.com called US tariffs "a real mess."
Financial Services
Wall Street’s latest bet wsj.com is on "HALO" companies with AI immunity, and JPMorgan wsj.com closed Trump accounts after Jan. 6. Centerview ft.com settled a lawsuit over a junior banker’s need for 8 hours’ sleep, while UBS ft.com upgraded St. James’s Place to "buy" amid the AI sell-off. Mortgage rates finance.yahoo.com remained low in February 2026.
Corporate News
India’s anti-graft chief bloomberg.com was summoned over a shareholding probe, and Poland’s Azoty bloomberg.com sought an 83% debt writedown in a polymer restructuring. Thailand yahoo.com extended a sentence for a lawyer who called for monarchy reform, and Malaysia bloomberg.com saw its Islamist party ascend in an opposition coalition shake-up. Thailand wsj.com also reported a $44,000 bill highlighting California’s home-insurance dysfunction.
Market Outlook
Investors bloomberg.com favor short-term Senegal bonds amid debt concerns, and Greece ft.com eyes a central role in Europe’s post-Russia gas market. Russia bloomberg.com may block EU sanctions over the Druzhba pipeline, while Russia bloomberg.com is set to veto the EU’s Ukraine sanctions package. EU ft.com trade chief urged a pause on US deal approval amid tariff uncertainty.