Fed week meets Davos aftershocks
Markets open cautious, gold is loud, crypto is jumpy, and everyone is waiting for the Fed’s next sentence more than its next move. Today we cover macro signals, rates and real estate momentum, the conversion trade in CRE, the biggest deal themes, and the Davos trends that will shape investment banking for years—supply-chain security, AI monetization diligence, resilience finance, and more complex deal structures. Plus: a practical “Fed-week stress test” hot sales idea, a quick tax radar note, and a nod to SIMERP as the no-cost employee benefit that can save about $630 per year in taxes—while…
The skinny
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