AI names cracked, Bitcoin stumbled, and housing… actually improved.
December opens with Asian markets wobbling, Fed-cut odds climbing, and U.S. housing finally showing signs of life again. In this episode, we break down the late-November equity selloff and rebound, mortgage rates slipping into the low-6% range, pending and existing home sales turning up, and real discounts hitting the housing market. We also cover multifamily and hotel fundamentals, a wave of big M&A moves from Omnicom–Interpublic to Naver–Dunamu, Bitcoin’s post-peak hangover, and the latest stablecoin and policy developments. The episode closes with a “Refi and Benefits Reset” play you can…
The skinny
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