
The 10-Year, a Latte, and a Little M&A
Today’s tape in one cup: 10-year ~3.98%, mortgages ~6.17%, claims + existing-home sales on deck. Fresh M&A: Alkermes/Avadel (≤$2.1B), Williams–Woodside LNG (~$1.9B), JERA shale ($1.5B). CRE delinquency finally dipped; builder sentiment improved but incentives still rule.
Happy selling. Sell and sell well.
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CA DRE 01908507 NMLS 1286612, CEO and Broker of Record, Grobecker Holland International, Inc., CA DRE 01976696 NMLS 1295266
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