Close to 25K likes on President Trump’s Truth Social post quoting Jay Hatfield. Source: Truth Social

KKR has officially completed the acquisition of Japanese insurance distributor Hoken Minaoshi Hompo Group from local PE firm Advantage Partners. While the value of the deal wasn’t disclosed, Nikkei pegged it to be over 30 billion yen ($204 million). Source: Deal Street Asia

Broadcom’s shares have surged over the past year, driven, in part, by a massive $10 billion custom AI chip order from OpenAI earlier this month and record Q3 earnings. Source: Yahoo Finance

Honeywell announced that in connection with its planned move to spin off Solstice Advanced Materials in Q4 2025, Solstice has launched a private offering of $1 billion in senior notes due 2033. Source: PR Newswire

Chevron has submitted a bid to explore for natural gas in four blocks offshore Greece as part of a partnership with Marousi, Greece-based HelleniQ Energy. Source: Reuters

Amazon expects its satellite internet venture to start offering service to the US, Canada, France, Germany, and the UK by the end of Q1 2026. By the end of this year, Amazon plans to have over 200 satellites in low-Earth orbit. Source: Bloomberg

Chord Energy is acquiring the Williston Basin asset from ExxonMobil’s XTO Energy for $550M in cash. The deal, expected to close by the end of the year, encompasses 48K net acres, with near-term output of approximately 9K barrels of oil equivalent per day. Source: Yahoo Finance

CVC Capital Partners is considering purchasing a “majority” share of India-based Avendus Capital from KKR & Co. The news comes after Mizuho expressed interest in acquiring KKR’s 63% slice, a potential deal that valued Avendus at roughly $800M. Source: Yahoo Finance

Did I mention that the man himself, President Donald Trump, quoted us in a recent post? Source: X

S&P 2025 Target Raised to 7,000 on AI Momentum and Fed Clarity Read here: infrastructurecapital.substack.com/p/s-and-p-2025…

OPEC Production Surge: What It Really Means for Oil Markets in 2025 Read here: infrastructurecapital.substack.com/p/opec-product…

NYC Office Market Reality: Why Loan Maturities Matter Now Read here: infrastructurecapital.substack.com/p/nyc-office-m…

NYC Office Market Reality: Why Loan Maturities Matter Now Read here: infrastructurecapital.substack.com/p/nyc-office-m…

The OECD forecasts that global economic growth will slow to 3.2% in 2025 and further to 2.9% in 2026. However, the projection for 2025 marks a 0.3 percentage point increase from June’s estimate, reflecting a more resilient-than-expected economy. Source: Trading Economics

In a partnership with Zerohash, Morgan Stanley will offer cryptocurrency trading, starting with Bitcoin, Ether, and Solana, on its E*Trade platform beginning in the first half of 2026. The digital assets market is currently valued at around $3.9 trillion. Source: CTV

ExxonMobil and Chevron are seeking to increase their share of the $70B energy trading market. Both supermajors, which have traditionally been more risk-averse, have appointed new heads of LNG trading in Asia, where demand is expected to grow the fastest. Source: FT

In a bid to focus on the substantial growth opportunities it sees in online delivery, Amazon.com says it plans to shutter all 19 of its Amazon Fresh UK convenience grocery stores, with five set to be converted into its Whole Foods Markets brand. Source: Reuters

Apollo Global Management is reportedly nearing a deal to acquire a majority stake in the football club Atlético Madrid. Some sources say a deal with Apollo could value the entire club at roughly €2.2 billion ($2.6 billion). Source: NY Times

Kilroy Realty has acquired Maple Plaza from Tishman Speyer for $205.3 million. The deal for the 293,000-square-foot class A office building in Beverly Hills is the second-largest sale in Los Angeles County so far this year. Source: Los Angeles Business Journal

Sempra has agreed to sell a 45% stake in Sempra Infrastructure Partners to affiliates of KKR and Canada Pension Plan Investment Board for $10 billion. After the deal closes, a KKR-led consortium will hold a 65% stake in Sempra Infrastructure. Source: Bloomberg