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

Fed Hiked | Housing Seized | Freight Canary Sang

Sep 16, 2026

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6 min read

Fed Hiked | Housing Seized | Freight Canary Sang

The Fed's first rate hike in three years was unanimous. The 10-year barely moved. Mortgages are at 7.22%. J.B. Hunt warned that diesel is eating earnings. OpenAI is raising at $1.2 trillion.

Dio Pouerie, +1

Businesses Decided the Oil Shock Is Permanent and Started Passing It Through | Bond Traders Are Crowded Onto One Side of Today's Hike | Private Credit Is Cracking at the Bottom

Sep 16, 2026

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5 min read

Businesses Decided the Oil Shock Is Permanent and Started Passing It Through | Bond Traders Are Crowded Onto One Side of Today's Hike | Private Credit Is Cracking at the Bottom

Campbell's called price increases the last resort in June and is now raising them on more than half its portfolio. Treasury shorts are the most crowded since early 2025. And 12% of the smallest private credit borrowers are marked below 90 cents.

Dio Pouerie, +1

Housing Stalls | Salesforce Model the Labs Fear | Washington Said No to AI Regulation

Sep 15, 2026

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5 min read

Housing Stalls | Salesforce Model the Labs Fear | Washington Said No to AI Regulation

The one-month correlation between WTI and the 10-year hit 0.96. Mortgages crossed 7% into a housing market losing its only improvement. Salesforce built the reasoning model it used to rent.

Dio Pouerie, +1

The New Buyer of US Debt Is a Hedge Fund | Oil Executives Say the Crisis Is Here | Fortress Warns on AI Credit

Sep 15, 2026

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6 min read

The New Buyer of US Debt Is a Hedge Fund | Oil Executives Say the Crisis Is Here | Fortress Warns on AI Credit

Pensions and foreign central banks pulled back from Treasuries, and hedge funds doubled their holdings to a record 7% of the market. The New York Fed is asking if that made the market fragile. It's why the 10-year hit 5% and why Bessent can't hold it, the day before the Fed decides.

Dio Pouerie, +1

Rate Milestone | AI Safety Repricing | Airbnb Fills Gaps

Sep 14, 2026

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6 min read

Rate Milestone | AI Safety Repricing | Airbnb Fills Gaps

Bond yields hit a nearly two-decade threshold before the Fed even voted. Chips sold off on AI safety warnings. The Saudi pipeline is down and oil is above $100.

Dio Pouerie, +1

Hot CPI Corners Warsh Ahead of the Fed | Saudi Pipeline Outage Threatens 4% of Oil Supply | AI Leaders Call for a Slowdown as OpenAI Delays Its IPO

Sep 14, 2026

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5 min read

Hot CPI Corners Warsh Ahead of the Fed | Saudi Pipeline Outage Threatens 4% of Oil Supply | AI Leaders Call for a Slowdown as OpenAI Delays Its IPO

Friday's hot CPI pushed hike odds above 85%, putting Kevin Warsh on a collision course with a president who wants the lowest rates in the world. A Saudi pipeline outage threatens 4% of global oil supply, and diesel has topped $6. AI's own leaders agreed development needs to slow, even as Nvidia talks to anchor Anthropic's IPO.

Dio Pouerie, +1

The Daily Briefing That Unlocks Private Markets.

Fed Hiked | Housing Seized | Freight Canary Sang

Businesses Decided the Oil Shock Is Permanent and Started Passing It Through | Bond Traders Are Crowded Onto One Side of Today's Hike | Private Credit Is Cracking at the Bottom

Housing Stalls | Salesforce Model the Labs Fear | Washington Said No to AI Regulation

The New Buyer of US Debt Is a Hedge Fund | Oil Executives Say the Crisis Is Here | Fortress Warns on AI Credit

Rate Milestone | AI Safety Repricing | Airbnb Fills Gaps

Hot CPI Corners Warsh Ahead of the Fed | Saudi Pipeline Outage Threatens 4% of Oil Supply | AI Leaders Call for a Slowdown as OpenAI Delays Its IPO

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