Latest
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DCM Insider Weekly – 28th September 2026
M&A and AI driving DCM primary. $50 billion+ from Paramount Skydance. $10 billion+ deals from Sysco and SoftBank. High-yield starting to widen – risk this could spread up the credit spectrum over the next few months.
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Data center and GPU financing – who will borrow, structures, and fee pools
Data center capex globally over 2027 and 2028 is likely to be over $2 trillion. At least $1 trillion of this likely…
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Life at 5% – which borrowers refinance, which need a new structure, and who to call now
Rates have increased from 1% to 5% over the last 6 years. This will lead to defaults as some companies need to…
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DCM Insider Weekly – 21st September 2026
Multiple $10 billion+ deals. Issuers taking advantage of calm following FOMC decision – to get deals locked in. M&A and banks driving…
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Structured creditSubscriber accessEuropean securitisation is coming back – which segments will grow in 2027 and which originators to build relationships with now
European securitisation regulations following the 2008 crisis needed to be implemented quickly – and were made in the context of a major…
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The $100 billion+ per year Asia data center financing opportunity – as ByteDance raises $29.6 billion, TCS in $7.4 billion Indian data center campus deal
Asian data center financing is likely to grow rapidly. There is a large-scale opportunity for investors, bankers, lawyers and other debt capital…
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DCM Insider Weekly – 14th September 2026
Big market moves. 5% 10Y. $106 oil. Busy primary markets – issuers taking advantage of strong demand.