📊 Private Credit is pushing into investment grade territory, attracting blue chip debt issuers globally. Can private credit remain competitive and how will the public debt capital markets fare? (3:00)

🍂 Autumn tax pain? The government’s £20bn budget hole has sparked talk of new levies on banks’ reserves, landlords, and HNWI home sales — knocking billions off major banks’ valuations and raising fiscal policy uncertainty in the market. (22:50)

🏎 Formula 1 sponsorship boom — McLaren’s $100m-per-season deal with Mastercard cements F1 as a global sponsorship magnet, with lawyers at the heart of structuring these major policy agreements. (36:05)

It’s a week of shifting markets, rising pressures, and big-ticket deals reshaping the legal and financial landscape.

Full breakdown here 👉 https://linktr.ee/thefirmanalyst