US markets spent the past week caught between a bond-market rout and a fresh AI-driven equity rally, with a de-escalating oil story easing the pressure by Friday. Wednesday, was the week’s real inflation point on the data front: the S&P Global flash PMI’s came in far stronger than expected. Manufacturing jumped to 57.0 from 53.9 (vs. 53.6 expected), Services rose to 58.7 from 56.5 (vs. 56.0 expected), and the Composite climbed to 58.4 from 56.0.
Download PDF Introduction Several factors, including high inflation, high interest rates, and overall uncertainty in the market, resulted in a decline in M&A activity in 2023. Despite the rough year, Q4 2023 and the first two months of 2024 have shown that deal activity is due for a comeback. One Read more…
Download PDF Introduction Welcome to another deal recap! We hope you had fantastic winter and Christmas holidays and started the year well. As we are closing the winter season, there have been many newsworthy deals to reflect on in the past three months. BSIC has gathered them for you! Healthcare Read more…
Download PDF USA This Monday was Presidents day in the United States, therefore markets only opened on Tuesday for what would turn out to be an eventful week. In general all major US indices are up with health and communication services leading the pack and consumer discretionary underperforming. The S&P Read more…
Download PDF Welcome back from the winter break! We hope you had a wonderful time with your beloved ones and please, do not worry if you missed the most significant recent deals, BSIC will introduce them to you! TMT Microsoft’s acquisition of video game maker Activision Blizzard Deal Value: $68.7bn| Read more…
Download PDF USA The US stock rally came to an end this week when the S&P 500 registered its first decline after nine sessions, ending the longest positive since 2017. The US index fell 0.31% this week, after some shocking news. Dow Jones and Nasdaq composite followed suit, with losses Read more…
Download PDF Welcome back from the summer break! Let BSIC present you some of the most interesting deals over the last summer, we hope you will enjoy! TMT AT&T’s $43bn deal to merge WarnerMedia with Discovery Deal Value: $43bn | Deal Type: Acquisition | Date: 17-May-2021 | Nationality: US AT&T (NYSE: T) agreed to merge its Read more…
Download PDF USA The main U.S. indexes gained this week after positive quarter releases and good economic data. Investors spent much of April grappling with two competing dynamics: signs of a strong economic rebound in the U.S., and worsening Covid-19 cases elsewhere in the world that threaten to hamper the Read more…
Download PDF USA It was a turbulent week for equities due to a flare-up in global coronavirus cases and to the fact that President Joe Biden will seek an increase in the tax on capital gains to 39.6% for those Americans earning more than $1 million to fund education and Read more…
Download PDF USA It doesn’t take long for the stock market’s mood to change, and the past week proved the point as the market quickly turned up and the majority of indexes closed Thursday with considerable gains. The Nasdaq composite and S&P 500 were respectively up 2.71% and 1.17% over the Read more…
Download PDF USA Another whipsaw week in the American markets as investors have weighed signals that the U.S. economy is primed for a spell of rapid growth against concerns about rising bond yields and over concern on the Suez Canal debacle. Wall Street’s main indexes broadly rose on Friday with Read more…
Download PDF USA US indexes concluded a highly volatile week with a strong rebound on Friday after the February jobs report came in much better than expected. The economy created 379,000 jobs, more than double the consensus estimate of 175,000. January job growth was revised sharply higher to 166,000 from 49,000. The Read more…
Download PDF Introduction After stalling in winter and spring 2020 due to the coronavirus, M&A activity picked up over the summer, fuelled by a bullish stock market. The situation remains dire however: according to MergerMarket data, companies have struck €620bn worth of M&A deals in the three months Read more…
Download as PDF United States US markets started the week on Tuesday after remaining closed on Monday for the Presidents Day holiday on an upbeat tone, the bears took over sentiment for the second half of the week leading to losses on the week, with the S&P500 closing at 3,337 Read more…
[edmc id= 3290]Download here the Weekly Market Brief[/edmc] United States A flurry of US data came out this week. Consumer sentiment came in at 91.3 in November, below an initial reading of 93.1. New home sales rose to 10.7%, taken as positive despite coming in below consensus. Consumer spending increased 0.1% Read more…