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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…
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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…