Nothing says “good morning” like higher oil and lower rate-cut odds.
Oil is loud again. Jobs were strong again. And the market is once again pretending it can have lower rates, higher energy, and no consequences.
Today’s GRO Money News breaks down what actually matters for the week ahead: Asian market signals, mortgage-rate pressure, housing inventory, CRE capital flow, data-center financing, stablecoin policy, and why CPI on Friday may matter more than whatever hot take your group chat is currently circulating.
The spicy part: capital is still moving fast where the story is power, scale, and infrastructure. Everywhere else, underwriting discipline is back in…
The skinny
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