Season 1 · Episode 1
ECM update: US shutdown ends, UK budget on the horizon, AI bubble possible
Dealcast: The M&A Podcast · Anthony Phillips
November 17, 202515m 52s
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Show Notes
Sam Kerr, Mergermarket’s global ECM editor and head of Mergermarket in EMEA, joins Dealcast host Julie-Anna Needham to discuss the global ECM outlook, including:
- Why the end of the US government shutdown may not lead to a flurry of new listings, potentially forcing IPOs to 1Q26;
- How the US markets have performed and which listings haven’t been able to maintain their outsized pops from their IPO date;
- How companies are faring on the LSE, including Shawbrook, Beauty Tech, and Princes, and what the signaling about the country's budget could mean;
- How the potential AI bubble could impact markets worldwide.
All this and more in this week’s Dealcast.