Google News Macroeconomics (EN)
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45m ago
Treasuries fall as investors bet on Federal Reserve rate hike, pushing crypto into a yield reckoning Crypto Briefing
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Apollo And Blackstone Raise $35 Billion For Anthropic In One Of The Biggest Ever Private Credit SPV Deals
Back in January, when we profiled Meta's landmark $27.3 billion SPV deal named "Beignet" for the Hyperion data center located in Louisiana, in which Blue Owl provided the private credit, we said to "expect hundreds of billions of these in 2026."
As a reminder, META is already neck deep in off-balance sheet debt. Here is a schematic of its $27.3 billion SPV with Blue Owl "Project Beignet" for the Hyperion data center. None of this touches META's balance sheet.
Expect hundreds of billions of these in 2026 https://t.co/794EgSiiZ9 pic.twitter.com/7hMyVW6Lno
— zerohedge (@zerohedge) January 29, 2026
Fast forward five months when we now read that Apollo and Blackstone have finalized a $35BN private credit deal that will help finance Anthropic’s growth plans, even as traditional "banks are choking" on the amount of AI debt they have to issue.
The two private credit giants - which in a parallel universe are struggling with soaring redemption requests and gating retail investors in their private credit BDCs as documented here extensively in recent months - led the financing, one of the largest private credit deals completed, w
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Report Says Cuba Mobilizing Militias As U.S. Invasion Fears On The Rise
Weeks after Cuba's leader warned that any U.S. military action against the communist-controlled Caribbean island nation would be a "bloodbath" and risk destabilizing the region, local media reported that the regime had begun handing out weapons to ordinary citizens. Other reports, however, dispute that claim and suggest Havana is instead mobilizing its territorial militias. Either way, the signal is hard to ignore: Cuba is shifting into a higher defensive posture.
Venezuelan news outlet Diario Versión Final reports:
The Havana government has begun distributing weapons to ordinary citizens, officially urging them to prepare for an imminent foreign invasion.
However, The Times and The Sunday Times reporter Stephen Gibbs said reports that Cuba is handing out weapons to civilians are not true "for obvious reasons," adding, "It is mobilizing its milicias de tropas territoriales, and some weapons have reportedly been handed to firefighters, etc."
No, Cuba has not begun distributing weapons to civilians, for obvious reasons. It is mobilising its milicias de tropas territoriales and some weapons have reportedly been handed to firefighters etc.
— Stephen Gibbs (@STHG
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Google News Macroeconomics (EN)
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1h ago
Gold steadies as traders weigh Israel-Iran ceasefire, inflation risks Reuters
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OpenAI Files Confidentially For IPO, Joining SpaceX and Anthropic In Capitalizing On AI Frenzy
The rush by AI companies to go public before the window closes (i.e., "market conditions" emerge) entered its final lap late on Monday, when OpenAI joined its two mega peers in filing for a blockbuster IPO that could value the ChatGPT creator at more than $1tn as it races rival Anthropic to list its shares publicly, following an imminent offering by SpaceX.
OpenAI said it had confidentially submitted a draft IPO prospectus to the US Securities and Exchange Commission, formally kicking off the process for one of the year’s most hotly anticipated debuts. The company is also planning to launch a tender sale of its shares to provide liquidity to employees in the coming weeks, before the company goes public, Bloomberg reported. Why employees would want to sell shares ahead of an IPO is not exactly clear, unless they fear the market reaction to the public offering would disappoint.
OpenAI’s listing announcement comes days before SpaceX is set to IPO in a deal that could raise a recor
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Interim Air Force One Jet Gets Patriotic Paint Scheme Ahead Of America's 250th Party
One month after the U.S. Air Force confirmed that the Boeing 747 donated by Qatar, designated as the VC-25B Bridge and widely described as President Trump's interim Air Force One aircraft, had entered flight testing in Texas and was being prepared for a new red, white, and blue color scheme, an OSINT account on X claims the aircraft has now been painted.
"Ladies and gentlemen… your United States Air Force's new VC-25B," X user TGhormley Photography wrote Sunday morning.
TGhormley Photography said the image was taken Saturday evening, though they did not disclose the location.
pic.twitter.com/LAk8IqnLlR
— TGhormley Photography (@SkunkChaser25) June 7, 2026
The VC-25B Bridge is a former Qatari head-of-state Boeing 747-8i that will serve as an interim presidential aircraft until Boeing's delayed VC-25B replacements are ready, now expected in 2028.
Last month, the USAF said the VC-25B Bridge underwent flight testing in Texas and was being prepared for a red, white, and blue paint scheme.
#macro