Cinco de 5% bond rates and 5% brent crude surges

Weren't rates supposed to be lower by May '26? ... I digress. Tuesday’s market opens with investors digesting Monday’s oil shock and bond selloff.Here is what actually matters:Brent crude surged 5.8% Monday to $114.44. U.S. crude settled at $106.42. The Dow fell 557 points. The S&P 500 fell 0.4%. The 30-year Treasury yield moved above 5%. Barclays now expects no Fed cuts in 2026.That is not just a market headline.That is a development finance headline.Higher oil pressures construction costs, transportation, insurance, consumer spending, and inflation expectations. Higher Treasury yields pressure debt sizing, bridge pricing, permanent financing, cap-rate exits, and refinancing risk.Meanwhile, capital is still moving into AI infrastructure.Blackstone Digital Infrastructure Trust is seeking to raise more than $1.7B through a data center REIT IPO. Meta is reportedly arranging roughly $13B in financing for an El Paso data center. AI capex forecasts remain enormous.The takeaway: capital is not gone. It has standards again.Hot sales idea of the day: call every sponsor in your pipeline and ask, “Does this deal still work if there are no Fed cuts in 2026?”If yes, get the updated model.If no, restructure before they burn investor goodwill.Power is the new location. Clean underwriting is the new advantage. And bad assumptions are expensive.Until tomorrow, be the best human you can be.~ Teresa Grobecker⁠Sign up for the daily newsletter on LinkedIn.⁠⁠GRO GROUP⁠ Brought to you by GRO Group—we are actively looking to place $5B of equity financing in 2026 for qualified Master Builders in major MSA territories. We offer multiple financing options, including up to 100% for developments, data centers, and solar projects. 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.Read on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208Listen to GRO MONEY NEWS https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369