Oil Tantrum, Bond Side-Eye, and a Housing Market That Refuses to Die
Oil threw a fit. Bonds did not forgive anyone. Housing, somehow, still found a pulse.
Today’s GRO Money News breaks down what actually matters for professionals: the relief rally in Asia, why CPI now matters even more, what falling and sticky mortgage rates are doing to residential demand, how CRE debt markets are really pricing risk, what bitcoin and stablecoin policy are signaling, and why AI data centers are becoming a land-power-capital story, not just a tech story. Existing home sales rose to a 4.09 million annual pace in February, while power demand is now forecast to hit fresh records…
The skinny
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