HeyJaredDEBT SERIOUS
Curated recap of the top news, articles, white papers, and other content across Debt Capital Markets, with a focus on Private Credit and Leveraged Loans.
- Indexed issues, last 90 days
- 11
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 22, 2026
Latest issues
Round #62: Blackstone Securitizes | Ares Maps Risk (opens the original)
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In Round #62:Golden statue for cutsBlackstone and Collateralized Fund ObligationsLooking at PitchBook’s 1H26 Private Credit reportOffice delinquency rates surpass GFC levelsAres on the AI boom and mortgagesBlackstone and its hybrid CLOsRevolut’s overrated banking and underrated bonusesNotable dealsBulletin boardDisclaimer: there are 4,800+ of us here discussing private credit and leveraged loans, which is not
WEEKENDER | 26 September 2026 (opens the original)
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Weekly Debt Capital Markets DigestNewsTreasurys hit their highest levels in 20+ years, with the 10Y reaching 5.163%, the highest since 2007, and the 30Y reaching 5.488%, the highest since 2004 (CNBC)The Fed and BoE asked global banks about exposure to trading firms after turmoil at Situational Awareness caused losses at Jane Street. The data covered exposure size, risk appetite, and controls (<a href="https://www.ft.
In Round #61: Unitranche Primer + PIMCO on Defaults & AI (opens the original)
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In Round #61:PE’s $350B of 10+ year-old assets & low returnsWhat is Unitranche, and what types are there?Experts can’t agree on private credit default ratesPrivate credit Q2 updatePIMCO on hyperscaler and neocloud debtNotable dealsBulletin boardDisclaimer: there are 4,700+ of us here discussing private credit and leveraged loans, which is not a big world. At some point, I will probably throw punches at your company. I am blunt and sarcas
WEEKENDER | 19 September 2026 (opens the original)
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Weekly Debt Capital Markets DigestNewsRecent G10 central bank actions: US Fed hiked 25bps to 3.75%-4.00%, BoE held at 3.75%, BoJ hiked 25bps to 1.25% (31-year high), ECB hiked 25bps to 2.50%, BofCanada held at 2.25%, and Swiss National held at 0%, etc. (Reuters)Blackstone’s Jon Gray expects confidence in private credit and BCRED inflows to recover, but says negative headlines have cooled
Round #60: Rates, Thoma Point, and Apollo Bravo (opens the original)
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In Round #60:The Fed rate hikeDo Apollo’s portfolio companies pay more to borrow?Thoma Bravo is refinancing its second software loan in recent weeksEagle Point’s unusual World Cup betSteve Eisman’s conversation with fellow “Big Shorters”Notable dealsBulletin boardDisclaimer: there are 4,700+ of us here discussing private credit and leveraged loans, which is not a big world. At some point, I will probably throw punches at your comp
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