The Market Found Its Mascara, But The Bond Market Still Has Trust Issues
This week is all about the oil-to-inflation-to-rates pipeline. Oil cooled after the U.S.-Iran peace framework, stocks rallied, and everyone suddenly remembered how much lower energy prices can help the inflation story. But the Fed is not exactly handing out rate-cut roses yet. 🌹
Thursday is the big macro obstacle course: PCE, GDP, durable goods, jobless claims, personal income, and spending. For real estate and private credit, that means watch the 10-year Treasury and lender appetite. For AI infrastructure, the message is even louder: power is the trade. ⚡🏗️
Data centers are no longer just buildings. They are energy, fiber, permits, cooling, capital, and speed to revenue.
Hot Sales Idea: call every sponsor, developer, utility-connected landowner, and industrial owner sitting on powered assets with no capital markets strategy. The money is not looking for raw dirt with a dream. It is looking for de-risked infrastructure with a route to revenue. 🚀
#GROMoney #Infrastructure #DataCenters #CapitalMarkets #AIInfrastructure #PrivateCredit #RealEstateFinance #Stablecoins
Until tomorrow, be the best human you can be.
~ Teresa Grobecker
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GRO GROUP [https://grobeckerholland.com/] 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., [https://grobeckerholland.com/] CA DRE 01976696
GRO 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.
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