3 Things You Need to Know This Week | US Inflation, Global Trade, ECB Meeting - Fisher Investments

The consecutive decline of the semiconductor sector — is the Federal Reserve to blame?  36Kr

Gold prices decline 0.25 percent to $4,328 as investors await U.S. inflation data  Economy Middle East

Soaring inflation looms large! The bond market has already sent a signal to the Federal Reserve: it’s time to discuss when to raise interest rates next week.  富途牛牛

Sterling Slips Below 200-Day Average as US Data Buoys Dollar and BoE Stays Restrictive  VT Markets

Treasuries fall as investors bet on Federal Reserve rate hike, pushing crypto into a yield reckoning  Crypto Briefing

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