CPI Day, Confidence Premium: When the headlines test the guardrails, pricing gets more literal.
CPI day is here—and markets are acting like confidence has a price tag. Today’s episode breaks down Japan’s record open, what policy headlines mean for rates and risk premiums, where mortgage rates are trending, the real estate transactions still getting done, the AI/data-center buildout (Meta plus a major Arkansas project), and the latest stablecoin push toward regulated rails—plus a practical CPI-day “rate window pack” hot sales idea and a quick nod to SIMERP.
Until tomorrow, be the best human you can be.
~ Teresa Grobecker
Sign up for the daily newsletter on LinkedIn.
GRO GROUP…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.