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Private Markets Digest

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.

Jobs Miss on Wages | Roadshow Closes | Token Bills Arrive

Jun 5, 2026

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5 min read

Jobs Miss on Wages | Roadshow Closes | Token Bills Arrive

172,000 jobs beat the estimate. Wages came in below every threshold that matters. The roadshow closes today. Enterprise AI budgets are blowing up before the productivity arrives.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Rebuild the SpaceX Demand Model Before June 12

Jun 5, 2026

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5 min read

Rebuild the SpaceX Demand Model Before June 12

S&P blocked the $20 billion passive demand floor for SpaceX, Anthropic called for an AI pause the same week it filed for an IPO, and refiners identified a profit-driven mechanism behind $5 gasoline

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The Largest Credit Fund Hit the Gate | Roadshow Opens | Labor Softens

Jun 4, 2026

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5 min read

The Largest Credit Fund Hit the Gate | Roadshow Opens | Labor Softens

Blackstone's $79 billion private credit fund gated after receiving $4.4 billion in withdrawal requests. Three consecutive AI earnings beats produced three declines. PJM faces a potential breakup from the AI demand it was supposed to support.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Stress-Test Your Rate Position Before June 16

Jun 4, 2026

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5 min read

Stress-Test Your Rate Position Before June 16

The publisher of Warsh's preferred inflation gauge flagged it as unreliable, Broadcom confirmed AI demand without raising its ceiling, and SpaceX opens its roadshow at $135 fixed.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Credit Spills Over | Global Stagflation | Grok Stumbles

Jun 3, 2026

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4 min read

Credit Spills Over | Global Stagflation | Grok Stumbles

Partners Group capped withdrawals and fell 18%. The CEO said private credit pressure is spilling into other asset classes. xAI paused Grok training the day before the roadshow.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Name Which June 16 Input Just Changed

Jun 3, 2026

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5 min read

Name Which June 16 Input Just Changed

Warsh named two Project 2025-linked advisers before his first meeting, BDC redemptions exceeded inflows for the first time on record, and 60% of 2027 data centers have not broken ground.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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