The Daily Briefing That Unlocks Private Markets.

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

Sales Miss | Tech Earnings Inflated | China Reroutes

Aug 14, 2026

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5 min read

Sales Miss | Tech Earnings Inflated | China Reroutes

Retail sales fell for the first time in nine months. Big Tech's earnings included $121 billion in paper gains on Anthropic and SpaceX. Copper tariff odds are now being priced by the futures market.

Dio Pouerie, +1

The US Government Just Sold 30-Year Bonds at 5.216%. The Highest Interest Rate Since 2001. That Is the Direct Test of the Fed's Hold Position.

Aug 14, 2026

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6 min read

The US Government Just Sold 30-Year Bonds at 5.216%. The Highest Interest Rate Since 2001. That Is the Direct Test of the Fed's Hold Position.

Bloomberg reports the 30-year Treasury auction cleared at the highest yield since 2001. The 10-year cleared at the highest since 2007. Fitch kept AA+ but warned the fiscal deficit will widen in 2026. OpenAI's run rate topped $40 billion. Silver Lake is in talks to buy Workday at above $51 billion. Musk disclosed a 48.4% SpaceX stake worth $900 billion.

Dio Pouerie, +1

PPI Came in Flat | AMD's $5B Bond | Vantage's $100B IPO

Aug 13, 2026

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5 min read

PPI Came in Flat | AMD's $5B Bond | Vantage's $100B IPO

July PPI came in flat versus the 0.2% consensus. Traders moved the first rate hike to October or December. Hammack said raise rates now. AMD is raising up to $5 billion in its biggest-ever bond sale.

Dio Pouerie, +1

July CPI Bought the Fed More Time. The July Deficit Just Hit Its Highest Monthly Level Since March 2021. Debt Service Is Now $1.17 Trillion Year-to-Date.

Aug 13, 2026

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5 min read

July CPI Bought the Fed More Time. The July Deficit Just Hit Its Highest Monthly Level Since March 2021. Debt Service Is Now $1.17 Trillion Year-to-Date.

Timiraos says the July print doesn't resolve much beyond September. The US ran a $432.3 billion deficit in July, up 48% year over year. Tariff refunds hit the budget at $33 billion. Apple, Nike, and FedEx are among 40-plus companies reporting $9.6 billion in tariff refunds. Anthropic is in talks to buy Decart AI for $6 billion. US refiners returned $6.3 billion to shareholders in Q2.

Dio Pouerie, +1

CPI Cooled Enough | BofA Commits $250B | Black Sea Record

Aug 12, 2026

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4 min read

CPI Cooled Enough | BofA Commits $250B | Black Sea Record

July core CPI landed at 0.2% month over month. September hold odds moved to 58%. Bank of America committed $250 billion to AI infrastructure. Black Sea oil tanker rates hit an all-time record.

Dio Pouerie, +1

CoreWeave Reported a $104 Billion Sales Backlog. It's the Middleman Sitting Between Nvidia and Wall Street.

Aug 12, 2026

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5 min read

CoreWeave Reported a $104 Billion Sales Backlog. It's the Middleman Sitting Between Nvidia and Wall Street.

WSJ reports CoreWeave's Q2 backlog nearly doubled since November. The company added $25 billion in net new commitments early this quarter. CME Group is launching compute futures contracts on October 5. Goolsbee is the eighth Fed official to name inflation as the top problem. Super Micro guided fiscal 2027 revenue $10 billion above consensus. Today's CPI print at 8:30 a.m. is the test.

Dio Pouerie, +1

The Daily Briefing That Unlocks Private Markets.

Sales Miss | Tech Earnings Inflated | China Reroutes

The US Government Just Sold 30-Year Bonds at 5.216%. The Highest Interest Rate Since 2001. That Is the Direct Test of the Fed's Hold Position.

PPI Came in Flat | AMD's $5B Bond | Vantage's $100B IPO

July CPI Bought the Fed More Time. The July Deficit Just Hit Its Highest Monthly Level Since March 2021. Debt Service Is Now $1.17 Trillion Year-to-Date.

CPI Cooled Enough | BofA Commits $250B | Black Sea Record

CoreWeave Reported a $104 Billion Sales Backlog. It's the Middleman Sitting Between Nvidia and Wall Street.

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