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Blue Owl and Private Credit’s Stress Test: What PE Sponsors May Actually Be Thinking About

Blue Owl and Private Credit’s Stress Test: What PE Sponsors May Actually Be Thinking About

by meridith dennes | Mar 5, 2026 | Buy Side, News

Blue Owl Capital: Private Credit's Reckoning Moment ℹ Blue Owl stock under pressure, down ~60% from Jan 2025 peak  ·  Blackstone reports elevated withdrawal requests from lending fund  ·  Hedge fund Rubric Capital warns of asset-liability stress in private credit  · ...
GS and MS Q4 Earnings Surge While JPM Navigates Timing

GS and MS Q4 Earnings Surge While JPM Navigates Timing

by meridith dennes | Jan 16, 2026 | News

The narrative coming out of bank earnings this week isn’t about weakness in investment banking—it’s about where the strength concentrated. JPMorgan’s 5% year-over-year decline in fourth-quarter investment banking fees caught the headlines and sent...
Reading the Earnings Tea Leaves : The Deals Got Pushed, Not Pulled

Reading the Earnings Tea Leaves : The Deals Got Pushed, Not Pulled

by meridith dennes | Jan 14, 2026 | Interviewing, News

Bank earnings show a Q4 timing shift, not a confidence problem JPMorgan’s 5% year-over-year decline in fourth-quarter investment banking fees was the number that caught everyone’s attention. The stock dropped nearly 3% despite an overall earnings...
Wall Street Reverses Course: Johnson Report Projects Broadly Positive Bonuses for 2025

Wall Street Reverses Course: Johnson Report Projects Broadly Positive Bonuses for 2025

by meridith dennes | Nov 8, 2025 | Compensation Trends, News

In a dramatic reversal from earlier projections, the financial services industry is now bracing for broadly positive year-end bonuses across most sectors in 2025, according to Johnson Associates’ latest report released November 5, 2025. This marks a significant...
Why F-1 STEM OPT Students Can Finally Breathe Again: What the October Clarification Really Means

Why F-1 STEM OPT Students Can Finally Breathe Again: What the October Clarification Really Means

by meridith dennes | Nov 2, 2025 | News, Visas

The first sign of hope since September’s chaos—though banks are still figuring out what comes next What Actually Happened September 19, 2025 felt like a gut punch for international students trying to break into investment banking. Trump signed an executive...
The $400B AI Spending Spree Hits a Wall: Why Your IB Job Might be Safer Than You Think

The $400B AI Spending Spree Hits a Wall: Why Your IB Job Might be Safer Than You Think

by meridith dennes | Nov 2, 2025 | Interviewing, Lateral Recruiting, News

The numbers are staggering. Tech giants Microsoft, Meta, Amazon, and Alphabet are on track to spend nearly $400 billion on AI-focused capital expenditures in 2025, with Morgan Stanley projecting an additional $2.9 trillion in AI-related investment between 2025 and...
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Recent Posts

  • Blue Owl and Private Credit’s Stress Test: What PE Sponsors May Actually Be Thinking About
  • Show Me the Money (That You Can’t Touch): How Deferred Comp Separates Real Performers from Posers
  • The Exit Everyone Overlooks: Why Your Next Move Might Be Another Bank
  • Leaving Investment Banking for Corporate Development? Here’s What You Need to Know
  • Is Private Equity Past Its Prime? What the Blue Owl Situation Reveals About Private Markets
  • Blue Owl and Private Credit’s Stress Test: What PE Sponsors May Actually Be Thinking About
  • Show Me the Money (That You Can’t Touch): How Deferred Comp Separates Real Performers from Posers
  • The Exit Everyone Overlooks: Why Your Next Move Might Be Another Bank
  • Leaving Investment Banking for Corporate Development? Here’s What You Need to Know
  • Is Private Equity Past Its Prime? What the Blue Owl Situation Reveals About Private Markets

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