The Bond Market Brought A Flamethrower
The market did not wake up. It got body-slammed by oil, inflation, and the 10-year Treasury. 🥊📉
Today’s GRO Money News covers the major movers from Wednesday and what matters this morning: the Dow’s 950+ point drop, oil moving on U.S.-Iran tension, hot PPI data, rising jobless claims, mortgage rates stuck in the mid-sixes, CRE lending still selective, and KKR’s $10B AI infrastructure launch with Nvidia, Vistra, and the Kuwait Investment Authority. ⚡🏗️💰
The big takeaway: capital is still moving, but it wants real assets, real power, real permits, real fiber, and real underwriting. Data centers…
The skinny
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