Pre-Thanksgiving markets: low-key bullish, high-key relieved.
Pre-Thanksgiving markets are… actually kind of fun. Inflation is cooling, rate cuts are back in the chat, housing is waking up, and even crypto’s “crash” looks more like a detox than a disaster. In this episode, we run through the soft-landing setup, AI and infrastructure capex, real-estate deals that finally make sense, and what today’s data could do for 2026.
Until tomorrow, be the best human you can be.
~ Teresa Grobecker
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The skinny
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