Institutional research, commentary, and market intelligence
Manhattan institutional insights across private credit and market infrastructure.
Manhattan Journal publishes research, commentary, and market intelligence across private credit, capital formation, and modern private market structure.
RESEARCH INDEX
Finance Daily News
OCT 2026
·
8
MIN READ
LEAD RESEARCH ·
FINANCE DAILY NEWS
Global Market Update: Weak Jobs, High Yields and AI Risk
Softer US employment strengthened the case for a Federal Reserve pause. Elevated long-term yields, AI funding requirements and private-credit withdrawal demand show why financing conditions remain demanding. This…
Amazon’s reported chip financing proposal and Broadcom’s Anthropic facility show how AI investment is connecting technology companies with institutional credit. Bond yields, European inflation, fuel constraints…
Government borrowing costs are rising while AI customers continue committing capital. Five developments show how the financing hurdle is changing across global markets. This global market…
We will compile Apollo, Ares and Blue Owl Q3 2026 redemption results—requested vs repurchased, repeat submissions, NAV impacts and funding sources—and compare them with North Haven’s…
Semi-liquid private-credit BDCs use scheduled tender offers with a typical 5% of NAV quarterly cap. When requests exceed capacity, redemptions are filled pro‑rata and the remainder…