The Market Ate Oil for Breakfast and Called It Risk-On
Stocks smiled, bonds sweated, mortgages got rude, and real estate said, “Please stop moving the goalposts.”
Oil threw a tantrum, stocks still managed to smile, mortgage rates jumped to their highest level in nearly nine months, and real estate buyers got another reminder that affordability math has teeth. In this Friday recap, we cover markets, rates, residential housing, CRE lending, stablecoin policy, Mastercard’s stablecoin infrastructure move, AI deal flow, and the hot sales idea every capital markets professional should use before pitching another deal. Plus: a subtle nod to the SIMERP…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.