When yields fall, everyone suddenly “has a five-year plan."
The market came back from Presidents’ Day and chose bonds.
Yields are hovering near early-2026 lows, equities look selective, and the Fed is basically saying: “We’re not rushing.”
Today’s money briefing covers:
Markets + the Treasury rally
Rates + what it means for mortgage momentum and CRE pricing
Big deals: ZIM, IHS Towers, and a real estate platform going private
Crypto’s tug-of-war with $70K
A practical “rates-down readiness” sales play you can run in 30 minutes
Listen to GRO Money News and send it to the one friend who actually reads term sheets.
Until tomorrow, be the best human you can…
The skinny
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