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US economy doing well – high ISM raises the chances of higher rates
Data from surveys from industry (like this PMI Manufacturer’s survey) and employment data has held up well, while inflation is increasing. This combination increases the odds…
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Pemberton raises €3.4 billion for its latest private credit fund
European private credit continues to grow – in size and sophistication. The fund invests in European strategic opportunities for mid-market companies.
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$36 billion mega private credit deal in the works by Apollo and Blackstone to buy chips for Anthropic
This deal markets an important milestone in the development of private credit markets. The size, complexity and duration of the deal are a showcase for the…
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Private credit’s increasing sophistication – Apollo’s ATLAS provides $300 million of funding to Northwind
This type of transaction helps get capital deployed from very large asset managers to specialists – in this case a US commercial real estate private credit…
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Private Credit CLOs – 1 minute primer on this fast growing part of the credit markets
Private credit CLOs are a fast growing part of the credit markets. They offer new opportunities to investors, private credit managers, investment banks, and law firms.
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DCM Insider Weekly – 25th May 2026
Inflation and rates up. Markets still wide open. Potential cracks forming.
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Consider your PE credit risk as JPMorgan in the market to buy protection
You may want to identify and assess risks in your portfolio that carry direct or indirect credit risk to private equity funds.
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DCM Insider Weekly – 18th May 2026
Long term interest rates have increased. This will change the debt capital markets.
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Synthetic Risk Transfer trades – the growing, profitable opportunity
Synthetic Risk Transfer (SRT) trades are a fast growing source of revenue for issuer banks, investors, investment banks and law firms.
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DCM Insider Weekly – 12th May 2026
Record new issuance and close to all time low spreads. Experienced borrowers locking in funds.
Markets
Private credit
Direct lending, opportunistic credit, asset-based finance, and the capital formation behind them – evergreen vehicles, insurance balance sheets, retail access. We track fundraising and deal flow.