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

Global Yields Surge | Tankers Hit | Barr Backs Hike

Sep 1, 2026

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6 min read

Global Yields Surge | Tankers Hit | Barr Backs Hike

Japan's 10-year hit 3% for the first time since 1996. UK Gilts reached 2008 levels. Two tankers were struck in Hormuz. Hike odds jumped to 66%.

Dio Pouerie, +1

The 10-Year Hit 4.75%, a Trump-Term High | Anthropic's $35B Nvidia-Backed Deal | FTC Sues Amazon

Sep 1, 2026

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5 min read

The 10-Year Hit 4.75%, a Trump-Term High | Anthropic's $35B Nvidia-Backed Deal | FTC Sues Amazon

The 10-year matched its highest close since January 2025. Anthropic's $35 billion of compute sits on a lease Nvidia takes itself. The FTC and 22 states say Amazon bid in its own ad auctions.

Dio Pouerie, +1

Corporate America Is Booming | Momentum Breaks | Hormuz Flares

Aug 31, 2026

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5 min read

Corporate America Is Booming | Momentum Breaks | Hormuz Flares

Corporate profits boomed on tariff refunds and a resilient consumer. Wall Street's momentum trade just had its worst quarter in 25 years. US forces struck Iran in the Strait of Hormuz.

Dio Pouerie, +1

The US Government Just Bought Into Venezuelan Oil | US Strikes Iran in Hormuz | Software Isn't Dead After All

Aug 31, 2026

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5 min read

The US Government Just Bought Into Venezuelan Oil | US Strikes Iran in Hormuz | Software Isn't Dead After All

Trump says the US now controls 65 billion barrels of Venezuelan oil. US forces struck Iran in Hormuz Sunday. Software earnings broke the sector's rally open.

Dio Pouerie, +1

The Week the Labor Market Gets Cross-Examined Under Warsh's New Framework

Aug 30, 2026

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5 min read

The Week the Labor Market Gets Cross-Examined Under Warsh's New Framework

Payrolls Friday follow July's loss of 23,000 jobs. JOLTS Tuesday and ADP Wednesday build the case. ISM Manufacturing and Services land on both sides. Broadcom, Dell, and Hewlett Packard Enterprise test AI revenue past Nvidia. Warsh said Friday the Fed's predominant focus is prices, not jobs.

Dio Pouerie, +1

The Week the Fed Chair Chose Discipline Over a Decision

Aug 29, 2026

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6 min read

The Week the Fed Chair Chose Discipline Over a Decision

Warsh told Jackson Hole the Fed is committed to a discipline, not a decision, then named inflation the predominant focus. Treasury's buyback round-tripped in three sessions. Nvidia posted its largest quarter ever but guided margins to a trough. Core PCE held at 3.3%. Canada matched Washington dollar for dollar.

Dio Pouerie, +1

The Daily Briefing That Unlocks Private Markets.

Global Yields Surge | Tankers Hit | Barr Backs Hike

The 10-Year Hit 4.75%, a Trump-Term High | Anthropic's $35B Nvidia-Backed Deal | FTC Sues Amazon

Corporate America Is Booming | Momentum Breaks | Hormuz Flares

The US Government Just Bought Into Venezuelan Oil | US Strikes Iran in Hormuz | Software Isn't Dead After All

The Week the Labor Market Gets Cross-Examined Under Warsh's New Framework

The Week the Fed Chair Chose Discipline Over a Decision

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