The Market Found a Snack, Not a Meal
Markets found a little green today, but don’t get too cute. 📈AI and chip names are bouncing after last week’s selloff, oil is softer, and equities are trying to act like they remembered how to smile. But the bond market is still standing at the door with a clipboard. CPI is Wednesday. PPI is Thursday. Rates still decide whether your deal works.For real estate and private credit, this is the read-through: capital wants power, permits, fiber, offtake, and clean math. Data centers and infrastructure still have the strongest narrative because AI needs physical assets, not just vibes.Crypto is…
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