Oil Shock, Risk-Off Morning: Markets Reprice Rate Cuts and Real Estate Underwriting
Global markets sold off this morning as Middle East escalation pushed energy higher and forced investors to re-price inflation and rate-cut expectations. We cover the overnight setup in Asia, what it implies for the U.S. day ahead, where mortgage rates and CRE liquidity sit right now, a major M&A move from Monday, and a real estate financing deal that shows capital still clears for clean stories. Plus: stablecoin policy progress and the Hot Sales Idea—“Stress-Test Tuesday” underwriting you can run in 15 minutes. Subtle nod: this is why SIMERP-style benefits matter, and why GRO GROUP can…
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