🚨 THE BOND MARKET JUST CALLED TREASURY’S BLUFF.

Treasury tried to calm long duration yields.The ten year Treasury went right back toward 4.7%.Oil is sitting above $90.The Dow dumped more than 700 points.Walmart beat earnings and still lost more than 9%.And somehow, that is not even the most interesting capital markets story this morning.🤖 AI just discovered project finance.Nvidia is providing massive credit support behind OpenAI related infrastructure in Ohio.Why should investors care?Because the winning AI infrastructure projects will not simply have GPUs and a nice story.They will have:⚡ Real power🏗️ Executable construction📑 Permits🧾 Long duration offtake🏦 Creditworthy counterparties🔐 Guarantees and credit enhancement💰 A capital stack that survives underwritingThat is the difference between a data center presentation and an institutional asset.🏠 Mortgage rates remain around the mid to upper 6% range, and new home purchase applications were down 5.7% year over year in July.🏢 CRE capital is getting more competitive for quality assets, yet CMBS special servicing is still above 11%.🌎 Asia is mixed rather than panicked, while Japan continues inching toward a world where Japanese capital is no longer effectively free.💵 Stablecoins are quietly graduating from crypto novelty to payment infrastructure. Deel and Mesh are now building wallet verification directly into global stablecoin payroll.🏗️ Charter closed its $34.5 billion Cox transaction.📊 T. Rowe Price is buying a $19 billion fixed income manager.🛢️ Continental is expanding again in the Permian.The common thread?Serious capital is buying rails, power, connectivity, credit, and control.That is where I think the next decade gets very interesting.Today on GRO MONEY NEWS, I break down what is happening in markets, rates, real estate, AI infrastructure, M&A, stablecoins, policy and private capital.And today’s sales idea is worth stealing:Stop asking a sponsor, “Do you need capital?”Ask:“What is preventing this transaction from becoming bankable?”That question will tell you whether you have a client, a project, or merely a pitch deck.🎙️ Listen.📈 Subscribe.🤝 Share this with somebody allocating capital.🏦 Tag the person who still thinks the Federal Reserve controls every interest rate in America.Until tomorrow, be the best human you can be.~ Teresa Grobecker⁠Sign up for the daily newsletter on LinkedIn.⁠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/id1833953369GRO 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.