A Capital Stack Before Christmas
Holiday Liquidity, Real-World SignalsWhen the calendar goes quiet, prices get louder.
Holiday-shortened session, full-strength signals: equities hit fresh records while volatility drifts lower, but thin liquidity can amplify every move. We cover Asia’s early tone, jobless claims, mortgage and CRE rate levels, major deals in M&A and real estate, crypto’s pullback below $90k, and the policy plumbing shaping stablecoins—plus a practical “24-hour rate-risk reset” sales play, with a nod to the SIMERP tax-saver benefit.
Until tomorrow, be the best human you can be.
~ Teresa Grobecker
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