Records, Rates, and a Housing Hangover. Wall Street is partying like the war risk is fading, while homebuilders are still staring at the invoice
Stocks hit records, the VIX chilled out, Asia followed Wall Street higher, and housing still looked like it needed electrolytes. Today’s episode covers markets, mortgage rates, builder sentiment, commercial real estate financing, bank earnings, AI demand through TSMC, Treasury’s new look at private credit, and a hot sales idea for reviving stalled deals. Plus, a subtle nod to smarter benefits through SIMERP and GRO GROUP financing options, including up to 100% for data centers, solar farms, oil and gas, and ground-up development.
Until tomorrow, be the best human you can be.
~ Teresa…
The skinny
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