CPI & Chill: Tech had a tantrum, bonds had a glow-up, and tomorrow’s CPI holds the remote.
Markets leaned defensive into today’s CPI release: tech sold off, bonds rallied, and risk appetite turned data-dependent. In this episode, we cover the inflation setup, where rates and mortgage pricing sit, what the labor signals imply for housing, the latest CRE financing pulse, a major asset-management M&A headline, and why stablecoin revenue is becoming the “boring but durable” side of crypto. Plus: today’s hot sales idea—a CPI-day client sweep—and a nod to SIMERP’s no-cost employee benefit program that can save about $630/year per employee, alongside grow group’s ability to structure up…
The skinny
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