
Mega-Deals Drive Global M&A to Record $2.8 Trillion in H1 2026
LSEG data shows global M&A announcements reached $2.8 trillion in H1 2026, up 48% year-on-year, with 47 mega-deals over $10 billion accounting for nearly half the value.

LSEG data shows global M&A announcements reached $2.8 trillion in H1 2026, up 48% year-on-year, with 47 mega-deals over $10 billion accounting for nearly half the value.

The June 2026 CPI release showing cooling inflation has reduced the probability of a 25bp rate hike at the July FOMC meeting to 10 percent. This immediate repricing from futures markets affects bond yields and equity positioning ahead of the July 28-29 decision.

TerraFirma announced approximately $115 million in funding on July 14, 2026, with a $100 million Series A led by Kleiner Perkins to advance its construction tech for Earth and space infrastructure.

Early July 2026 reports from Loomis Sayles, Amundi and Raymond James identify credit cycle expansion and AI as key macro drivers for H2 2026.

The IMF projects global growth at 3.0% for 2026 and 3.4% for 2027, with uneven impacts from war and AI creating distinct opportunities in tech-integrated economies versus energy importers.

The Bureau of Labor Statistics will release the Producer Price Index for June 2026 on July 15 at 8:30 a.m. ET and Real Earnings on July 14 at the same time.

De Beers plans to pause production at South Africa's Venetia mine for two years to reduce costs and rephase capital expenditure, while keeping overall group production guidance unchanged through other operations.

The Bureau of Labor Statistics will publish the June 2026 CPI on July 14 at 8:30 a.m. ET following May's 4.2% year-over-year and 0.5% monthly increases, as the first inflation reading after the June FOMC meeting.

The U.S. Department of Transportation awarded $1.73 billion to 127 multi-modal infrastructure projects across 52 states and territories in the July 2026 BUILD grant announcement.

A consortium led by B Capital and including CalPERS has agreed to acquire Russell Investments from TA Associates and Reverence Capital Partners in a $2.8 billion deal announced July 9, 2026, to support technology and AI-driven client solutions.

Institutional capital inflows, regulatory progress like the GENIUS and CLARITY Acts, stablecoin expansion toward $1 trillion, and RWA tokenization are driving crypto's shift beyond retail speculation into core financial infrastructure in 2026.

Hyperscalers face mounting capex pressure from AI buildouts, creating rotation opportunities into memory chips, power generation, utilities, and supporting infrastructure as data center demand surges through 2026 and beyond.

The “smart vision” subscription era has arrived. Unfortunately, it’s exactly the kind of business innovation nobody was clamoring for.

As Mira Murati and the teams at Thinking Machines and Bridgewater have shown, the future of AI in specialized domains like finance won’t just come from scaling parameters.

In an era when AI can turn ideas into working prototypes overnight, the bar for what constitutes a “defensible” technology business has risen significantly.