Calm Tape, Loud Calendar

Rates are easing, auctions are the new drama, and dealmakers are acting like 2026 is a seller’s market again. Today we cover mixed equities and low volatility, Asia’s steady open, what to watch in the 10-year Treasury auction, where housing is slowing and listings are rising, the CRE debt tape improving, a trophy CRE headline (Hermès and Rodeo Drive), and the media M&A chess match. We also hit crypto/stablecoin policy friction, a practical “two-week bridge” sales play, and a tax radar update that matters for underwriting. Subtle reminder: GRO GROUP can structure up to 100% financing for data centers, solar farms, oil and gas, and ground-up development—and SIMERP is the no-cost employee benefit that can save about $630 per year in taxes.Until tomorrow, be the best human you can be.~ Teresa Grobecker⁠Sign up for the daily newsletter on LinkedIn.⁠⁠GRO GROUP⁠ offering up to 100% financing for ground up developments, data centers and solar. Sign up for our investment banking ⁠training⁠ and join the team.Teresa Grobecker, MBA, CRPC, is an investment banker specializing in capital formation and structured finance, bonds and REITs, data centers, AI, solar, ground-up development and conversions, and is a global speaker on blockchain, stablecoins and payment rails with a focus on CRE and public policy.CA DRE 01908507 CEO and Broker of Record, ⁠Grobecker Holland International, Inc.,⁠ CA DRE 01976696GRO MONEY PODcast and the accompanying newsletter are provided for informational and educational purposes only and do not constitute financial, investment, legal, tax, or accounting advice. Nothing herein is an offer to sell or a solicitation of an offer to buy any security or to participate in any investment strategy. Reliance upon any information provided is at your sole discretion and risk. Views expressed are those of the authors as of the publication date and may change without notice. While sources are believed to be reliable, no representation or warranty is made as to accuracy, completeness, or timeliness, and no duty to update is assumed. Past performance is not indicative of future results. Receipt of this content does not create a client, advisory, fiduciary, or brokerage relationship. You should consult your own licensed financial, legal, and tax advisers regarding your specific circumstances. Grobecker Holland International, its affiliates (including GRO GROUP), and their principals may hold positions or have business relationships related to companies or assets discussed.