Oil Has Entered the Chat, and Bonds Are Side-Eyeing Everyone

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 ⁠Sign up for the daily newsletter on LinkedIn.⁠ [https://www.linkedin.com/newsletters/gro-group-daily-news-7354236980961886208/] Read on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208 [https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208]  Listen to GRO MONEY NEWS https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369 [https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369]  ⁠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.

Markets Are Closed. The Capital Stack Is Not.

Wall Street gets Juneteenth off. Your lenders are still judging you silently. Markets are closed for Juneteenth, but your capital stack is still being judged. 👀💸 Today’s GRO Money News is the “closed market, open playbook” episode. Here’s what we cover: 📈 Stocks rebounded into the long weekend 🛢️ Oil cooled after the U.S.-Iran deal 🏦 Treasury yields eased, but the Fed is still not cuddly 🏠 Mortgage rates moved lower, but affordability is still rude 🏗️ Industrial and data-center-adjacent real estate keeps attracting capital 🪙 Stablecoin regulation is moving from casino energy to payment-rail compliance 🔥 Hot sales idea: how to message sponsors when rates ease but underwriting is still tight The big lesson: capital is not gone. It is just pickier, smarter, and allergic to fantasy underwriting. Listen, share, and tag someone who needs a sharper daily money briefing before they call raw land a data center because it once made eye contact with a utility pole. ⚡🏗️🎧 Until tomorrow, be the best human you can be. ~ Teresa Grobecker Sign up for the daily newsletter on LinkedIn. Read on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208 [https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208] Listen to GRO MONEY NEWS https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369 [https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369] 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 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.

Trump Opened Hormuz. Markets Opened Their Wallets.

The Trump-Iran treaty to reopen the Strait of Hormuz changed the market tape fast: oil fell, gas prices dropped below $4, stocks caught a relief bid, and inflation expectations finally got a little oxygen. But the Fed is still hawkish, rates are still elevated, and real estate underwriting still has to survive today’s cost of capital. Today’s GRO Money News covers the treaty’s impact on oil, stocks, rates, real estate, data centers, crypto, stablecoins, and the hot sales idea every capital markets professional should use right now. Brought to you by GRO Group, with up to 100% financing available for qualified data centers, solar farms, oil and gas, and ground-up development. Until tomorrow, be the best human you can be. ~ Teresa Grobecker Sign up for the daily newsletter on LinkedIn. Read on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208 [https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208] Listen to GRO MONEY NEWS https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369 [https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369] 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 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.

THE FED WALKS INTO A BAR AND THE YIELD CURVE ORDERS A DOUBLE

The Dow has a crown, tech has a migraine, and every borrower in America is refreshing the Fed statement like it owes them money. The Dow showed up in a tux. The Nasdaq showed up with a hangover. The Fed is about to decide who gets the bill. 🍸📉📈 Today’s GRO Money News is all about the Wednesday money setup: the Dow near record territory, tech cooling after the AI sprint, oil easing on peace headlines, mortgage rates still sitting in the mid-6s, and the Fed holding the entire yield curve hostage with one press conference. 🏦🔥 The real estate takeaway is simple: the payment is still the problem, but the opportunity is in the capital stack. Data centers are still attracting serious money because AI does not run on vibes. It runs on power, land, fiber, cooling, permits, and financing. ⚡🏗️💻 The hot sales idea today: stop asking borrowers if they need money. Ask, “What part of your capital stack is slowest right now?” That is where the deal is hiding. 💰 Listen, share, and tag someone who needs a sharper daily money briefing before they say “rates are coming down soon” one more time. 🎧🚀 Until tomorrow, be the best human you can be. ~ Teresa Grobecker Sign up for the daily newsletter on LinkedIn. Read on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208 [https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208] Listen to GRO MONEY NEWS https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369 [https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369] 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.

The Fed Has the Mic, Housing Dropped the Plate

The Fed has the mic, housing dropped the plate, and capital is pretending to be calm while clutching its pearls. 🏦📉 Today’s GRO Money News covers the real setup for Tuesday, June 16: the June FOMC meeting, mortgage rates still in the mid-sixes, May housing starts down hard, CRE lending costs that still bite, Fox buying Roku for $22B, crypto softness, and why data-center infrastructure remains the capital market’s favorite shiny object. 🏗️⚡📺 The hot sales idea today is simple: stop asking developers whether they “need money.” Ask what part of the capital stack is not fully committed yet. That is where the deal lives. 💰🔍 Listen, share, and tag someone who needs a sharper daily money briefing before they accidentally underwrite a project using hope as the mezzanine tranche. 🚀 Until tomorrow, be the best human you can be. ~ Teresa Grobecker ⁠Sign up for the daily newsletter on LinkedIn.⁠ Read on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208 [https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208] Listen to GRO MONEY NEWS https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369 [https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369] ⁠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 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.