Vol. I · No. 036 Daily Edition Tuesday, October 27, 2026
The Blind Pool
Private Markets · Brought Into Focus

The Blind Pool, free every weekday before the open. One tight read across the private-markets press.

§ Archive

Tuesday, October 27, 2026
Edition 03623 stories

Blackstone's anchor role in a $63bn financing for Broadcom's AI chips leads a Tuesday slate dominated by AI-funded credit, from a $103bn tally of compute deals to the debt-market unease behind them, alongside KKR's employee-ownership idea f…

Monday, October 26, 2026
Edition 03518 stories

Widening credit spreads and AI-debt worries lead a lighter Monday slate, with Blackstone's softer quarter and its chip-linked lending, direct lenders pushing back on the stress narrative, a record Treasury proposal on institutional homebuyi…

Friday, October 23, 2026
Edition 03431 stories

EQT's Qiagen take-private leads a slate where Blackstone's softer quarter and its AI-linked lending sit beside widening credit spreads and AI-debt worries, infrastructure and energy managers keep raising capital, secondaries and continuatio…

Thursday, October 22, 2026
Edition 03331 stories

Pantheon's $6bn secondaries close leads a slate where sponsors chase sports, Gulf and wealth-manager targets, private credit shows early rate strain from Australia to retail BDC payouts, and infrastructure and energy raise record capital wh…

Tuesday, October 20, 2026
Edition 03231 stories

Carlyle's $7.7bn purchase of Truist's consumer loans leads a slate where banks hand credit to private capital while ratings agencies and the IMF warn on stress, sponsors line up large take-privates from Varonis to CCC, and continuation fund…

Monday, October 19, 2026
Edition 03130 stories

Take-privates dominate a Monday slate: EQT's board-backed $6.5bn bid for Cleanaway leads, alongside Proofpoint's $6.3bn Varonis deal and a $6.1bn GTCR and Elliott offer for CCC. In credit, Carlyle's $7.7bn Truist loan purchase sits against …

Friday, October 16, 2026
Edition 03031 stories

Record direct-lending fundraising set against a 28% drop in third-quarter loan volume leads a slate about capital with nowhere to go: managers are sitting on cash while exits stay scarce, with PitchBook's weak third-quarter buyout tally bes…

Thursday, October 15, 2026
Edition 02931 stories

Permira's reported $3.5bn sale of Octus to LSEG leads a slate built around exits and stress: PitchBook's third-quarter tally shows how scarce realisations remain, set beside Blackstone's $1.5bn ZO Skin Health sale, Rhone's $900m Paragon dea…

Wednesday, October 14, 2026
Edition 02830 stories

The IMF's stability report giving private credit its own chapter, and warning that leverage and opacity could turn its risks systemic, leads a slate that sets Australia's widening clampdown on retail credit funds, now reaching an Ares vehic…

Tuesday, October 13, 2026
Edition 02717 stories

PitchBook's third-quarter tally showing buyout deal and exit values sliding again leads a slate that pairs INWIT and CCC take-private talks with M&G's pension-focused credit fund, KKR's fully met redemptions and Australia's widening freeze …

Monday, October 12, 2026
Edition 02616 stories

Blackstone's roughly $1bn private-credit continuation vehicle leads a slate dominated by valuation questions, with Deloitte's survey on repricing, KKR's fully met redemptions and AI-driven software markdowns, while the SEC's retail-access p…

Friday, October 9, 2026
Edition 02529 stories

Ares and Apollo reportedly eyeing struggling BDCs leads a slate in which Apollo pitches tradable private credit, Carlyle cautions lenders on AI concentration and doubts over valuations persist. KKR's $5.1bn Gen II purchase and Sycamore's $8…

Thursday, October 8, 2026
Edition 02429 stories

KKR's $5.1bn purchase of fund administrator Gen II leads a slate in which Sycamore's $8.9bn Boots sale shows big exits can still clear, Apollo pitches tradable private credit and Carlyle cautions lenders on AI concentration. Real assets bri…

Wednesday, October 7, 2026
Edition 02320 stories

Goldman Sachs Asset Management's message that private-credit stress has not dented demand for alternatives leads a slate where Blue Owl redemption pressure looks to be easing but refinancing risk lingers, insurers keep funding asset-backed …

Tuesday, October 6, 2026
Edition 02217 stories

A state-regulator probe into a sponsor-owned insurer's affiliated private credit leads a slate where redemption pressure at Blue Owl looks to be easing even as refinancing risk lingers, CalPERS leans further into credit and new GP-stakes an…

Monday, October 5, 2026
Edition 02122 stories

Blue Owl's renewed 5% gates on two credit BDCs still dominate, set against a Reuters read that redemption demand at its flagship is cooling, while Oaktree, Ares and Apollo show credit capital still raising freely. In private equity, Blackst…

Friday, October 2, 2026
Edition 02031 stories

Apollo moves to daily pricing across its credit book as SEC staff press on private-asset valuation and the Commission proposes wider retail access, while Australia's Metrics gating and a Bank of England warning keep private-credit stress in…

Thursday, October 1, 2026
Edition 01927 stories

The SEC proposes to widen retail access to private funds even as its staff press advisers on valuing illiquid assets, while private credit shows fresh strain at Australia's Metrics and a bid by lenders for control of stressed borrowers. Dea…

Wednesday, September 30, 2026
Edition 01824 stories

The SEC puts private-credit valuations on the exam agenda, just as retail withdrawal queues ease but remain above the gates and Paramount tests credit appetite with a jumbo acquisition financing. Deals keep moving, with Warburg Pincus raisi…

Tuesday, September 29, 2026
Edition 01720 stories

Sponsors finally get paid on the way out: Apax moves to buy Warburg Pincus's stake in Dutch telecom Odido, Rexel and Eaton take Audax's and Oaktree's industrial assets off their hands, and Greenbriar circles Spectrum Control. Private credit…

Monday, September 28, 2026
Edition 01631 stories

Blackstone's generational handover leads: global PE head Joe Baratta is leaving after 28 years atop a roughly $450bn platform, with no single successor named, days after the firm's real estate and growth chiefs also left. Around it, the wee…

Friday, September 25, 2026
Edition 01536 stories

The private-credit run is the story, and for the first time it is pointing down: redemption requests eased again at Ares, to 13.1%, a week after Apollo’s third straight quarter of gating slipped to 14.7%, and the trade press is now willing …

Thursday, September 24, 2026
Edition 01434 stories

The risk-free rate is the story: the ten-year broke 5.1% on Wednesday, its highest since 2007, which reprices every hurdle on this page at once. Beneath it the same two currents keep running — balance sheets buying what funds cannot sell, f…