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

The Week One Fed Voter Undid a Month of Conviction

Sep 5, 2026

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6 min read

The Week One Fed Voter Undid a Month of Conviction

Global yields hit multi-decade highs, then one Fed governor reversed a month of selloff in an afternoon. Gold fell alongside bonds. Oil broke out and jet fuel hit $140. Broadcom joined Nvidia in financing its own customers. Friday's jobs report gave the hawks 162,000 reasons.

Dio Pouerie, +1

Labor Stays Hot | Norway Exits | Diesel Hits Record | FICO Disrupted

Sep 4, 2026

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5 min read

Labor Stays Hot | Norway Exits | Diesel Hits Record | FICO Disrupted

The jobs number removed one obstacle to a September hike. FICO lost its grip on mortgage underwriting. Norway is cutting US Treasury holdings in September's record supply month.

Dio Pouerie, +1

Wall Street Is Betting on Warsh to Hold a "Manic" Bond Market Together | Nvidia Retakes the AI Trade | OpenAI Ships Its "Critical" Model

Sep 4, 2026

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5 min read

Wall Street Is Betting on Warsh to Hold a "Manic" Bond Market Together | Nvidia Retakes the AI Trade | OpenAI Ships Its "Critical" Model

$200 billion of September supply is chasing the same dollars as $1.1 trillion of AI capex, and Wall Street is leaning on Warsh. Nvidia retook the AI trade and the Mag Seven neared a record. OpenAI shipped its most capable and most dangerous model. Oura filed at a premium.

Dio Pouerie, +1

Broadcom Will Finance Its Own AI Customers | Europe Is Short on Winter Gas | Washington Backs OpenAI on Copyright

Sep 3, 2026

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5 min read

Broadcom Will Finance Its Own AI Customers | Europe Is Short on Winter Gas | Washington Backs OpenAI on Copyright

Broadcom's CFO said on the record it may write modest guarantees so OpenAI and Anthropic can pay for what they ordered. Europe's gas storage is at a 15-year low into winter. Washington filed a brief backing OpenAI's right to train on copyrighted work.

Dio Pouerie, +1

Ryanair Cuts | SPR at 44-Year Low | Google Dodges Breakup

Sep 2, 2026

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6 min read

Ryanair Cuts | SPR at 44-Year Low | Google Dodges Breakup

The energy squeeze reached real airline decisions today. The bond selloff reached real mortgage rates. Google reached the finish line of another antitrust case without a breakup.

Dio Pouerie, +1

The Fed Is Split on Hiking as the War Won't End | OpenAI Restricts Its "Critical" Cyber Model | Dell Surges as Token Prices Collapse

Sep 2, 2026

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5 min read

The Fed Is Split on Hiking as the War Won't End | OpenAI Restricts Its "Critical" Cyber Model | Dell Surges as Token Prices Collapse

A voting Fed governor says hike this month unless inflation eases; Bessent says look past the supply shock. OpenAI rated its new model "critical" for cyber risk and restricted it. Dell surged 9% on AI servers the day after token prices hit a record low.

Dio Pouerie, +1

The Daily Briefing That Unlocks Private Markets.

The Week One Fed Voter Undid a Month of Conviction

Labor Stays Hot | Norway Exits | Diesel Hits Record | FICO Disrupted

Wall Street Is Betting on Warsh to Hold a "Manic" Bond Market Together | Nvidia Retakes the AI Trade | OpenAI Ships Its "Critical" Model

Broadcom Will Finance Its Own AI Customers | Europe Is Short on Winter Gas | Washington Backs OpenAI on Copyright

Ryanair Cuts | SPR at 44-Year Low | Google Dodges Breakup

The Fed Is Split on Hiking as the War Won't End | OpenAI Restricts Its "Critical" Cyber Model | Dell Surges as Token Prices Collapse

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