The market is trying to act calm while oil, rates, and policymakers keep throwing chairs
The market’s official mood today: “We are calm,” said absolutely nobody in bonds.
Markets bounced, oil cooled off just enough to let traders breathe, and now all eyes turn to the Fed. In today’s episode, Teresa breaks down the Tuesday setup across stocks, rates, real estate, crypto and stablecoins, policy, global capital flows, and the day’s hottest sales idea. Also: why senior housing and real-estate capital markets are still getting real money, why foreign capital keeps choosing the U.S., and what volatility means for developers and lenders. A quiet nod as always to the SIMERP employee…
The skinny
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