Markets on Mute, Confidence on a Megaphone
It’s Fed day—and markets are pricing the pause, but trading the tone. In today’s episode, we cover record-high equities with selective risk, a sharp drop in consumer confidence, what it means for rates and real estate, crypto and stablecoins as a deposit competitor, and the deal pulse in private credit and CRE. Plus: a practical “Fed Day Reset” hot sales idea, a nod to SIMERP as the no-cost employee benefit that can save about $630/year in taxes, and how GRO GROUP can structure up to 100% financing for data centers, solar farms, oil and gas, and ground-up development.
Until tomorrow, be the…
The skinny
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