When geopolitics moves the tape, underwriting discipline becomes the edge
The market just reminded everyone: volatility doesn’t need permission to show up—it just needs a headline.
Here’s what matters for Tuesday: U.S. stocks ripped higher on an energy/financials-led move, Asia followed through with Japan at record highs, and rates remain the gatekeeper with ISM services and the jobs report looming this week.
In real estate: luxury is still transacting, and CRE financing is still happening—selectively—especially where housing fundamentals and structure align. In digital infrastructure, multi-billion-dollar funding rounds keep reinforcing that data centers and power…
The skinny
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