The Daily Briefing That Unlocks Private Markets.

Trusted by capital allocators, family offices, and 40k+ serious investors who don’t chase headlines, they anticipate what comes next.

Private Markets Digest connects the dots that matter across private equity, venture capital, private credit, and banking.

The Fed Stepped Back. Long Rates Stayed Put.

Oct 3, 2026

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6 min read

The Fed Stepped Back. Long Rates Stayed Put.

Hiring nearly stalled in September. The 10-year still touched its highest level since 2002. Europe's bonds cracked, the weakest junk was priced for distress, and Broadcom agreed to lend Anthropic up to $42 billion.

Dio Pouerie, +1

Amazon Wants Someone Else to Own Chips | Hiring Slow | G7 Released 100M Barrels

Oct 2, 2026

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6 min read

Amazon Wants Someone Else to Own Chips | Hiring Slow | G7 Released 100M Barrels

Amazon wants outside investors to own $8 billion of its Nvidia chips and is raising rental prices 15%. September added 29,000 jobs. The G7 agreed to release 100 million barrels.

Dio Pouerie, +1

France's Bond Gap Hit Its Widest Since 2012 | Mortgage Rates Jumped Most in Four Years | OpenAI Fired Three Safety Researchers

Oct 2, 2026

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5 min read

France's Bond Gap Hit Its Widest Since 2012 | Mortgage Rates Jumped Most in Four Years | OpenAI Fired Three Safety Researchers

Hedge funds unwound crowded French bets as Treasurys rallied. Home showings stalled. Nike plans to be a smaller company.

Dio Pouerie, +1

Broadcom To Lend $42 Billion | Paramount's Bonds Sank | SpaceX May Keep Its Rockets

Oct 1, 2026

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5 min read

Broadcom To Lend $42 Billion | Paramount's Bonds Sank | SpaceX May Keep Its Rockets

A chipmaker is now supplier, lender and maybe shareholder. Lenders doubt chips hold their value. Paramount's new junk fell to 95 cents.

Dio Pouerie, +1

The Bottom of Junk Crossed 1,000 Basis Points | Micron Guided $4.5 Billion Past Forecasts | AI Chiefs Split in Private

Oct 1, 2026

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5 min read

The Bottom of Junk Crossed 1,000 Basis Points | Micron Guided $4.5 Billion Past Forecasts | AI Chiefs Split in Private

The riskiest bonds hit a spread that implies default. Better grades held. Micron can't make AI memory fast enough. CEOs questioned Amodei after the pledge.

Dio Pouerie, +1

No Guarantor No Data Center | FTC Probes the Labs | SEC Opens the Side Door

Sep 30, 2026

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7 min read

No Guarantor No Data Center | FTC Probes the Labs | SEC Opens the Side Door

AI upstarts cannot get data centers without a Big Tech guarantor. Google backed one for $3.2 billion. Nvidia backed OpenAI for up to $105 billion. Those guarantees can stay off the balance sheet until a tenant fails.

Dio Pouerie, +1

The Daily Briefing That Unlocks Private Markets.

The Fed Stepped Back. Long Rates Stayed Put.

Amazon Wants Someone Else to Own Chips | Hiring Slow | G7 Released 100M Barrels

France's Bond Gap Hit Its Widest Since 2012 | Mortgage Rates Jumped Most in Four Years | OpenAI Fired Three Safety Researchers

Broadcom To Lend $42 Billion | Paramount's Bonds Sank | SpaceX May Keep Its Rockets

The Bottom of Junk Crossed 1,000 Basis Points | Micron Guided $4.5 Billion Past Forecasts | AI Chiefs Split in Private

No Guarantor No Data Center | FTC Probes the Labs | SEC Opens the Side Door

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