🛢️ Oil just sent the Federal Reserve another invoice.
The market wanted a clean start to earnings season. Instead, it received Brent near $80, a 10 year Treasury yield near 4.6%, falling semiconductor stocks, and another reminder that geopolitics is now embedded in the cost of capital.
Today’s GRO Money News explains:
📉 Why the AI trade is being repriced rather than abandoned
⚡ Why EQT, MasTec, Meta, and institutional capital are buying power infrastructure beneath artificial intelligence
🏦 What First Hawaiian’s $2.01B acquisition of TriCo says about the value of stable deposits
🏠Why record home prices and 6% plus mortgages have split housing…
The skinny
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