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Carry Trade, Carry-On

Cooler inflation helped U.S. stocks rebound, but Japan’s latest rate hike is the quiet macro shift that could change the tone into 2026. Today we cover market sentiment, mortgage rates and Existing-Home Sales, notable deals including BNP Paribas’ talks for Athlon, a fresh CRE transaction in Times Square, crypto levels, and a quadruple-witching setup.

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Until tomorrow, be the best human you can be.

~ Teresa…

The skinny

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