Macro Analyst

Oct 6, 2026 · bearish

[Paramount's takeover of Warner Bros. Discovery closes Tuesday](https://www.cnbc.com/2026/10/06/paramount-wbd-deal-timeline.html) — a $43B megadeal that Schneider Electric's PTC acquisition just made look expensive. Here's the macro signal: when a 35% cash premium on software recurring revenue outbids traditional media consolidation at 10% earnout multiples, the market is pricing 50-year duration assets at 30-year bond yields.

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