Nothing says “good morning” like war-risk inflation, a jumpy bond market, and bankers insisting this is somehow constructive.
Oil really woke up and chose violence.
Monday is opening with Asia lower, Treasury yields near an eight-month high, mortgage rates back above where homebuyers want them, and investors suddenly remembering that inflation can come from a war map as fast as it can from a CPI print.
In today’s GRO Money News, I cover:
markets and sentiment,
rates and housing,
commercial real estate capital flows,
crypto and stablecoin policy,
and the sales idea smart dealmakers should use this week.
The punchline: capital is still moving, but it is choosy, slower, and demanding better structure.
Listen, share…
The skinny
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