The Curveball Economy: When markets say “calm,” they mean “calm… for now.”
Rates are doing what they do best: keeping everyone humble. Today we break down the market’s focus on term premium and curve risk, the mixed Asia open, and the key labor and services data on deck. We also hit the real-assets headlines—Brookfield’s Peakstone deal, a blockbuster Southeast Asia data center transaction tied to AI demand, and what it all means for real estate and credit underwriting. Plus: crypto policy friction around stablecoin rewards, and a practical “duration-proof capital stack” sales workflow you can use today. Sponsored by GRO GROUP (up to 100% financing for data centers…
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