Santa Rally, Meet Your Chaperone
Markets are starting the final full trading week of 2025 in cautious mode: softer Asia opens, a heavy central-bank calendar, and delayed U.S. jobs and CPI data complicated by shutdown-driven gaps. We cover rates and mortgage benchmarks, a major power-and-data-center-linked M&A deal, a sharp repricing signal in San Francisco real estate, the crypto tape, and a practical “data-noise underwrite” hot sales idea—plus a quick nod to SIMERP’s no-cost tax-savings benefit.
Until tomorrow, be the best human you can be.
~ Teresa Grobecker
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GRO GROUP…
The skinny
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