The $200B Wake-Up Call

GRO MONEY NEWS · Feb 9, 2026 · 3m

Big Tech’s AI capex shock (hello, $200B) is colliding with a rates market that is still pricing discipline, not dreams. Today we cover Asia’s risk signal with Japan’s election in focus, Treasury refunding and term-premium implications, mortgage and CRE rate context, Brookfield’s $1.2B Peakstone real-assets move, a major CRE debt liquidity datapoint, and a bank mega-deal that reshapes U.S. lending competition. Subtle nod: SIMERP can save about $630/year in taxes at no cost, and GRO GROUP offers up to 100% financing for data centers, solar farms, oil and gas, and ground-up development.

Until…