🚨 THE 10-YEAR IS AT ~5.2%. SO WHY IS INSTITUTIONAL CAPITAL STILL WRITING $10 BILLION AND $25 BILLION CHECKS?
That is the question underneath Friday's GRO Money News.
The risk-free rate moved sharply higher this week, oil returned to roughly $105, jobless claims stayed at only 197,000, and the Fed is still talking about additional tightening.
Yet look at where capital moved:
🏗️ $20–25B: BlackRock and IFM-backed investors entered exclusive talks for STACK's Asia-Pacific data centers.
🌍 $10B+: Microsoft announced new AI and cloud infrastructure investment across Saudi Arabia, Qatar, Kuwait and the UAE.
🖥️ ~$300B: Big Tech's increasingly sophisticated residual-value guarantees are helping finance the…
The skinny
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