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.