skinny.

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Holiday liquidity, policy headlines, and the rate tape doing exactly what it wants.

U.S. markets are closed for MLK Day, but the global tape is anything but quiet: Asia opened softer on policy risk, safe havens are back in focus, and rates are reacting to a fresh mortgage-backed-securities headline. We cover what today’s holiday liquidity means for investors, the latest signals in real estate and CRE financing, and the biggest deal headlines shaping early-2026 sentiment. Plus: the “Spread Compression Outreach” hot sales idea you can run today, and a quick nod to SIMERP, the no-cost employee benefit program that can save about $630 per year in taxes.

Until tomorrow, be the…

The skinny

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