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

The Fed Rang the AI Cybersecurity Alarm in April. Three Months Later It Still Doesn't Have the Model.

Jul 22, 2026

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4 min read

The Fed Rang the AI Cybersecurity Alarm in April. Three Months Later It Still Doesn't Have the Model.

The Fed convened bank CEOs in April to warn about Anthropic's Mythos model and still cannot get access, Houthis have blockaded every Saudi port, and zombie private-equity funds just hit a record $348.5 billion.

Dio Pouerie, +1

Bessent Threatens AI Sanctions | SpaceX August 4 | Apple Goes Subscription

Jul 21, 2026

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6 min read

Bessent Threatens AI Sanctions | SpaceX August 4 | Apple Goes Subscription

Treasury Secretary Bessent threatened sanctions on Chinese AI labs for distilling American models. SpaceX set August 4 earnings triggering a 911.5 million share lockup. Apple launches a Klarna-backed device leasing program July 28.

Dio Pouerie, +1

Oracle Credit Risk Just Hit an 18-Year High. The Credit Market Is Pricing the AI Supply Contract Fragility Yesterday's PMD Named.

Jul 21, 2026

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5 min read

Oracle Credit Risk Just Hit an 18-Year High. The Credit Market Is Pricing the AI Supply Contract Fragility Yesterday's PMD Named.

Oracle (ORCL) CDS hit 2.03 percentage points Monday, the highest on record since 2008. Jamie Dimon said he would not buy stocks or Treasurys at current prices. OpenAI and Anthropic executives sound the alarm on Chinese models against a split Trump administration. And margin debt just hit a record $1.5 trillion.

Dio Pouerie, +1

Hedge Fund Record Tech Sell | Alphabet Wednesday | BlackRock's $12B Bond

Jul 20, 2026

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5 min read

Hedge Fund Record Tech Sell | Alphabet Wednesday | BlackRock's $12B Bond

Goldman says hedge funds pulled back from US tech at the biggest pace since the data series began. Alphabet reports Wednesday. BlackRock is selling more than $12 billion of bonds to fund one Texas data center.

Dio Pouerie, +1

The Fed Just Got Its Cover to Hold. The BEA Will Cut Core PCE by 0.2 Points on September 30.

Jul 20, 2026

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4 min read

The Fed Just Got Its Cover to Hold. The BEA Will Cut Core PCE by 0.2 Points on September 30.

The BEA will revamp the Fed's preferred inflation gauge inside the July-to-September vote window, a ninth night of US-Iran strikes pushed Brent above $90 before it reversed on talks, and Big Tech reports this week against $1 trillion in erased SpaceX market cap.

Dio Pouerie, +1

The Week Earnings Meet the Fed's Loudest Split Yet

Jul 19, 2026

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5 min read

The Week Earnings Meet the Fed's Loudest Split Yet

Alphabet and Tesla report the same week Fed voices split seven ways. Bank and rail earnings test last week's trends. Housing data and a flash PMI round out the picture before July 28.

Dio Pouerie, +1

The Daily Briefing That Unlocks Private Markets.

The Fed Rang the AI Cybersecurity Alarm in April. Three Months Later It Still Doesn't Have the Model.

Bessent Threatens AI Sanctions | SpaceX August 4 | Apple Goes Subscription

Oracle Credit Risk Just Hit an 18-Year High. The Credit Market Is Pricing the AI Supply Contract Fragility Yesterday's PMD Named.

Hedge Fund Record Tech Sell | Alphabet Wednesday | BlackRock's $12B Bond

The Fed Just Got Its Cover to Hold. The BEA Will Cut Core PCE by 0.2 Points on September 30.

The Week Earnings Meet the Fed's Loudest Split Yet

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