Syndicated loans
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A higher interest rate world – value creation from AI investment, tariffs, demographics, government spending
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Acquisition financing drives active syndicated-loan markets
Acquisition finance was particularly active, with facilities supporting Martin Marietta, Madison Air Solutions and Francisco Partners transactions.
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Long-term rates stay near 25-year highs as AI capital demand builds
Long-dated US Treasury yields remain around 25-year highs as AI investment, inflation risks and heavy capital demand complicate the rates outlook.
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AI-related issuers and financials keeps markets busy
Long-term yields stayed around 25-year highs while strong bond demand and a wave of AI-linked financing kept primary debt markets active in August.
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The week in credit: long rates rise as AI financing and oil add pressure
Long-term Treasury yields are close to 25-year highs, oil has risen to $91 and AI-related financing continues to expand. Credit demand nevertheless remains strong and primary…
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Poste Italiane leads syndicated loan activity with €2.85 billion bridge
The acquisition bridge was provided by 17 banks, while Terna refinanced a €2.3 billion revolving facility and Lambda raised a $926 million term loan B secured…
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DCM market snapshot for the week to 17th August 2026
The 30-year Treasury yield is at 5.3% and the 10-year is at 4.7%. Markets are balancing softer July CPI against oil risk and the scale of…
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Hundreds of billions of dollars of AI-infrastructure debt might need re-analysis after surprise release of open-weights (free-to-use) model Kimi K3
This top-tier model being made freely available to use changes the “stories” we use about how the future will unfold for AI providers
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Investment banks raise over $30 billion last week – as deregulation gives us bigger banks
Banks lock in over $30 billion in bond sales this week – as deregulation drives growing balance sheets.
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$50 billion committed bank financing for PayPal bid – one of the biggest M&A financing commitments ever
Stripe and private equity firm Advent secured $50 billion in committed bank financing for their joint bid for PayPal.