FT News Briefing US dealmaking slides in 2025
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Feb 10, 2025 China's new tariffs on $14 billion of U.S. goods are shaping a challenging landscape for Wall Street. Mergers and acquisitions have hit a decade-low, with a significant decline in corporate transactions amid political unpredictability. Meanwhile, French President Macron is pushing forward with a €109 billion investment in artificial intelligence. In the tech world, firms like MicroStrategy are pioneering a trend of companies adding Bitcoin to their corporate assets, aiming to boost their market value despite its volatility.
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Dealmaking Decline in 2025
- US dealmaking had its worst start in a decade in 2025, experiencing a significant decline under President Trump.
- Uncertainty surrounding Trump's policies, including tariffs and interest rates, has spooked businesses and investors.
Trump's Impact on Dealmaking
- Trump's executive orders have caused uncertainty and hesitancy among dealmakers.
- This has led to a decrease in mergers and acquisitions despite initial optimism.
Sectors Affected by Dealmaking Decline
- Sectors like consumer, healthcare, and even energy have been negatively affected by the decline in dealmaking.
- While energy deal values remain high due to one large transaction, the number of deals has decreased.