Today’s theme is simple: the market is open again, and everyone brought their opinions to work.
Markets reopened with a risk-off tone as tariff headlines and policy uncertainty set the mood, while mortgage rates in the low 6% range continue to ease monthly payment pressure. Today’s episode covers Asia’s open, rates, housing and CRE liquidity, a major semiconductor acquisition, a record-setting luxury home trade, and what to watch as Treasury auctions return. Plus: a practical Tuesday “one-page underwriting sprint” you can run today, with a nod to SIMERP, the no-cost employee benefit program that can save $630 per year in taxes.
Until tomorrow, be the best human you can be.
~ Teresa…
The skinny
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