
Calm Tape, Loud Calendar
Rates are easing, auctions are the new drama, and dealmakers are acting like 2026 is a seller’s market again. Today we cover mixed equities and low volatility, Asia’s steady open, what to watch in the 10-year Treasury auction, where housing is slowing and listings are rising, the CRE debt tape improving, a trophy CRE headline (Hermès and Rodeo Drive), and the media M&A chess match. We also hit crypto/stablecoin policy friction, a practical “two-week bridge” sales play, and a tax radar update that matters for underwriting. Subtle reminder: GRO GROUP can structure up to 100% financing for data…
The skinny
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