The market tried to calm down, then Treasury yields reminded everyone that inflation still owns a chair at the table.
The market tried to relax. The bond market declined the invitation.
Today’s money briefing covers what actually matters: oil volatility, elevated Treasury yields, mortgage rates back in the mid-6s, softer housing momentum, a meaningful $300M multifamily refi in Brooklyn, fresh self-storage credit activity, AI moving into enterprise execution, and a tax/compliance update for digital-asset reporting.
The practical takeaway: this is a capital-stack market, not a “spray term sheets and pray” market. The professionals who can restructure deals will win.
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The skinny
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