CPI Is Driving The Bus, And The Bond Market Has The Keys
CPI is walking into the room today like it owns the cap stack. 📊🔥
Today’s GRO Money News covers the real market setup for Wednesday: inflation at 8:30 a.m. ET, the 10-year Treasury hanging around the mid-4s, mortgage rates still bruising affordability, and buyers finally gaining leverage in major housing markets. 🏡💸
The spicy part? Data centers are still eating the capital markets. AirTrunk is preparing a $1B+ Singapore REIT IPO, Texas is staring at massive new data center campuses, and OpenAI’s confidential IPO filing is turning AI infrastructure into the market’s favorite expensive…
The skinny
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