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Ultra-high hyperscaler credit issuance could saturate global credit markets
The hyperscalers project around $750 billion of capex for 2026 as AI infrastructure race gathers steam. Other credit issuers should plan for the risk of crowding…
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The Fed might actively raise long term rates instead of raising the Fed funds rate
For credit issuers and investors – evaluate locking in medium/long-term rates now
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Goldilocks credit markets – as high rates create strong demand without widespread credit fears
High interest rates are creating excellent credit markets for issuers and investors.
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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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$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 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.
Markets
Structured credit
MBS, ABS, CLOs, significant risk transfer and esoteric securitization. We cover the structured credit markets across asset classes and geographies. For structured credit investors, originators and bankers.