📈 THE MARKET FOUND ITS SMILE. CREDIT STILL WANTS COLLATERAL.

GRO MONEY NEWS · Oct 22, 2026 · 11m

Wednesday gave us the perfect snapshot of this market.

📊 S&P 500: +0.6%

💻 Nasdaq: +1.1%

😬 Fear and Greed: still just 31

🏠 30 year mortgage: roughly 7.4%

🛢 Brent crude: roughly $109

🤖 Meta Q3 capital expenditures: $34.9 BILLION

And then there is CoreWeave.

Its June bonds were issued around a 9.675% yield. They recently traded around 15%.

That does not mean AI demand disappeared.

It means credit investors are separating AI demand from AI financing risk.

Meanwhile:

🏘 Mortgage applications fell another 5.3%.

📉 Pending home sales fell 7.3% to a record low index reading.

🏗 Dream Finders just closed…