The Market Put on AI Cologne and Called It a Quarter
The second half of 2026 opens with stocks celebrating AI momentum, Treasury yields refusing to cooperate, mortgage rates stuck in the mid-sixes, and data centers stealing the institutional capital spotlight. Today’s episode covers the strong quarter-end rally, mixed Asia open, labor-market tension, housing affordability, the $3.5B Digital Realty and Blackstone data center deal, Bridgepoint’s $1.39B Kayne Anderson Real Estate acquisition, policy and tax timing, and the hot sales idea professionals should use today. GRO GROUP is actively looking at qualified projects for up to 100% financing…
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