The Chip Rally Walked Into a Bond Bar
🚨 The chip rally walked into a bond bar, and the 10-year Treasury still ordered the drinks.
Thursday’s GRO Money News is about the market’s weird little split personality: Asia is rallying on AI infrastructure and semiconductor strength, but U.S. markets are still watching rates, inflation, housing weakness, and the Fed like everyone is waiting for the underwriter to clear one last condition. 🧾📉
Today we cover:
💻 Asia’s tech-led rally, with Japan and South Korea ripping on chip enthusiasm
🏦 The 10-year Treasury and why rates still control real estate math
🏠 New home sales falling to 580,000…
The skinny
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