US stocks rose on Friday after a weak jobs report lowered odds of another Fed rate hike

Hong Kong's Hang Seng index slid 3% in the most since March 

EM sovereign local FX bonds are up 3.5% YTD while DM bonds are down 4.5% YTD

Dollar posted its fourth weekly gain versus euro

What we're watching this week:  

Full calendar here

The Pope mogging Anthropic over the weekend might just be a top signal

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The Pope rebuked Anthropic on machine consciousness (NYT)

US added just 29k jobs as unemployment rose to 4.2% (CNBC)

Quant hedge funds reap big gains from global bond selloff (FT)

Hedge funds struggle for September gains as rate, AI swings bite (RT)

Wall Street's IPO fervor cools on tepid demand and valuation worries (FT)

Global M&A deal rush fades in Q3 as rising borrowing costs bite (RT)

AI deal frenzy powers Hong Kong fundraising to record summer (BBG)

Asia bankers hope Japan and Australia can lift M&A from doldrums (BBG)

Investors look to shelter portfolios from rising AI concentration risks (FT)

Investors seek refuge from bond rout in haven German debt (FT)

Germany is exploring ways to avoid other UniCredit-style takeovers (BBG)

PE checks into Europe's booming hostel market (FT)

China closed 25% of banks to bolster financial system (FT)

Anthropic warns government attitudes may hurt customer ties (RT)

OpenAI fired researchers for sharing information with AI safety group (WSJ)

Legal risks pile up for Altman as OpenAI uncovers dozens of hacks (FT)

Kirkland and Latham topped M&A advisor rankings in Q3 slowdown (RT)

Combined Paramount-Warner Bros. will be called Skydance (BBG)

NYC skyscraper smashes rent records with penthouse hedge fund lease (FT)

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Schneider Electric is close to acquiring engineering software provider PTC for $20B at a 25% premium

Chinese biotech Abogen signed a licensing deal worth $7.8B with Novartis to develop messenger RNA-based therapies

Australian biotech CSL agreed to a $1.6B deal with Swiss drug developer  Alentis Therapeutics to jointly develop and sell an experimental treatment for rare kidney and liver diseases

ON Semiconductor will acquire chip firm Synaptics in a downsized but all-cash $5.7B deal 

KKR, Blackstone. and Warburg Pincus are considering potential $3.4B bids for CVC and Nordic Capital-owned windshield repair company Cary

Bain Capital is exploring an investment in Hong Kong's New World Development

Irish advisory firm ​Axis Capital is ​considering a $2B cash offer for Irish retail lender Permanent TSB three months after shareholders approved ​the ⁠bank's $1.8B sale ​to Austria's ​BAWAG ⁠Group

Japan's Nippon Paint will acquire the SEA decorative paints business of Netherlands-based AkzoNobel for well over $1B

Portuguese oil company Galp Energia is exploring a partial divestment or stake sale in its renewable energy operations amid its deal to combine its refinery and gas station businesses with Mubadala-backed Spanish fuel maker Moeve

Italian energy firm Eni and Spanish energy firm Repsol are considering bringing in outside investors into its giant Perla natural gas JV off Venezuela's coast

Citadel Securities bought a minority stake in ER firm Wolfe Research 

FieldAI, a robotics startup building a general-purpose robot brain, raised a $700M funding round at a $10B valuation 

Model ML, a specialist vertical AI company for financial services, raised $100M in funding backed by HSBC Asset Management, FT Partners, and QED Investors

Metal, an infrastructure for tokenized financial products and stablecoin payments, raised a $50M seed round co-led by Airwallex and its VC arm Capital 49

Novele, an AI energy platform for commercial buildings, raised a $17M Series A led by Boisei Labs

Hestus, a mechanical engineering AI startup, raised $7.4M in a seed round led by Insight Partners

Anthropic is planning a pre-IPO investor day for next week ahead of its $100B IPO

Mynt, the company behind Philippine fintech GCash, is set to raise $844M at a $7B valuation in Philippine's biggest IPO ever

Goldman Sachs bought $220M worth of shares in Shein as a greenshoe after its poor IPO debut 

Italian insurance giant Generali took a 9.9% ‌stake in Spain's Banco de Crédito Cooperativo for $170M

Amazon is seeking to offload about $8B of advanced Nvidia chips to external investors and lease them from the SPV in a sale-leaseback

Paramount sold $52B of loans and bonds to fund its $110B takeover of Warner Bros. Discovery

Japanese electronic component maker Nidec is in talks with MUFG Bank and SMBC to renew committed credit lines totaling $3.8B amid an accounting scandal 

IMF approved a $1.9B financing program for Bolivia

German state-owned energy firm SEFE hired Lazard to explore a re-privatization following a $7B bailout in 2022

UK telecom group BT is weighing an improved offer for struggling Toscafund-backed UK broadband provider TalkTalk after an initial approach was rejected

Swiss PE firm Partners Group is overhauling its $7.7B flagship PE fund, splitting its worse-performing assets and a separate pool of newer higher ROI investments

Investcorp raised $1.2B for its new North American PE fund

Robinhood stock tokens turbocharge a new era of meme trading

Community banks sue US regulator OCC over crypto firm charters

Bloomberg published a deep dive on the massive wealth exodus from UK, where over $160B has already left.

Also, looks like Sweden's young men have found their Wolf of Wall Street.

Ditch the dating apps. Connect over some fine wine instead. Off-Market Vol. 2