Seven ranked. Thirteen worth noting. Eight editions a day. Read in three minutes. Forwarded in under one.
Also worth noting
Earnings Global equity funds bled $20B last week. EM rotations picked it up. Rebalancing, not conviction.
Earnings Christie's and Sotheby's posted stronger 2025 sales. Trophy lots performed. The auction house is now a distribution channel, not price discovery.
M&A Electronic Arts going private at $56.5B. PE is levering gaming franchises with predictable player churn. The LBO floor moved up $10B overnight.
Funding Seaport and Hemab filed for IPOs as Kailera priced. The biotech window is open. Mid-cap founders should expect post-money flats or declines.
Launch East Bay tech company targeting $1B IPO valuation. The unicorn entry floor is now fixed. Underwriter syndicate choice reveals the narrative.
M&A PE and sovereign wealth funds are coordinating LBO playbooks again. Rates moved 40bps. Leverage spreads tightened. The next deal is coming fast.
Trend SpaceX IPO prospectus filing imminent. Tesla moved on the whisper. The venture-to-public pipeline just became visible.
Earnings London evening auctions finished strong. Paris auction houses posted $212M, up 30% YoY. Private deals are moving the denominator, not the gavel.
Trend Institutional flows into EM ETFs. Three-month rebalancing cycle. Watch February to see if this becomes structural or reverses.
M&A Private equity LBO floor: $5B+. Sub-billion deals are disappearing from pitch books. The mega-deal advisory fee wars start now.
Earnings US fund flows showed strong start to 2026. Equity flows reversed in week two. Allocators are rotating. The window closes fast.
Trend Auction houses returned to form. Private dealmaking moved outside the marquee bidding. The wealth transferred; the catalog arrived later.
Launch Critical metals IPO direct listing on the calendar. The commodity supercycle narrative is pricing again. Watch underwriter syndicate for conviction.