When the nowcast runs hot - Atlanta fed at 5% GDP - underwriting stays cold.
Markets open the week balancing a strong Friday close against fresh uncertainty around the Fed, while the Atlanta Fed’s growth nowcast stays hot and keeps rate sensitivity high. We cover what Asia’s tone implies for today, why power has become a core underwriting input for AI and data centers, key real estate deal signals, and the one workflow you can run in 15 minutes to stress-test every deal. Also: a quick nod to SIMERP, the no-cost employee benefit program that can save $630 per year in taxes.
Until tomorrow, be the best human you can be.
~ Teresa Grobecker
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