GRO MONEY NEWS

The Market Ate Oil for Breakfast and Called It Risk-On

Stocks smiled, bonds sweated, mortgages got rude, and real estate said, “Please stop moving the goalposts.” Oil threw a tantrum, stocks still managed to smile, mortgage rates jumped to their highest level in nearly nine months, and real estate buyers got another reminder that affordability math has teeth. In this Friday recap, we cover markets, rates, residential housing, CRE lending, stablecoin policy, Mastercard’s stablecoin infrastructure move, AI deal flow, and the hot sales idea every capital markets professional should use before pitching another deal. Plus: a subtle nod to the SIMERP employee benefit program and GRO GROUP’s 100% financing options for 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.⁠ [https://www.linkedin.com/newsletters/gro-group-daily-news-7354236980961886208/] ⁠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. Read on LinkedIn 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

Stocks Found a Green Light, Oil Found a Banana Peel

Markets rallied, oil slipped, mortgage buyers groaned, and the Fed politely reminded everyone that “rate cuts” are not a personality trait. Stocks rallied, oil slipped, and the Fed reminded everyone not to get too flirty with rate-cut fantasies. Today’s GRO Money News covers the May 20 market rally, falling oil prices, Treasury yields, mortgage rates, weak mortgage applications, major real estate M&A watch, luxury housing madness, AI/data center demand, and a hot sales idea for finding fundable projects fast. Plus: a subtle nod to SIMERP employee benefits and GRO GROUP 100% financing for data centers, solar farms, oil and gas, and ground-up development. 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 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/] ⁠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.

The Bond Market Took the Wheel and Nvidia Has the Aux Cord

The bond market is driving. Nvidia has the aux cord. Real estate is in the back seat whispering, “Please don’t ask about refinance assumptions.” Today’s GRO Money News midday update covers: Markets bouncing after yield pressure Mortgage rates back in the danger zone Nvidia earnings and the AI/data center read-through Real estate deal flow and capital-stack reality Utility M&A, power demand, and why energy is now the deal Crypto/stablecoin policy moving from chaos theater into regulated plumbing A Tax Law Radar for real estate planning A Hot Sales Idea you can actually use today Spiciest takeaway: the market is not afraid of AI. The market is afraid of funding AI with expensive money. Listen, share, and tag someone who needs a sharper daily money briefing before they say “we’ll just refinance later” in public. 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/] ⁠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. Read on LinkedIn 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

Yields Rise, Tech Slips, and Utilities Steal the Show

When the 10-year gets loud and power companies start merging, real estate better check the debt stack. Oil is up, Treasury yields are loud, tech is wobbling, and mortgage rates are still making affordability do Pilates in a blazer. Today’s GRO Money News breaks down the Monday market mood, Asian market signals, real estate and mortgage rates, the monster NextEra-Dominion utility deal, crypto/stablecoin pressure, Fed policy watch, Tax Law Radar, and a hot sales idea for finding capital-stack pain before lenders do. Plus: a subtle nod to SIMERP employee benefits and GRO GROUP 100% financing options for 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.⁠ [https://www.linkedin.com/newsletters/gro-group-daily-news-7354236980961886208/] ⁠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. Read on LinkedIn 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

Oil, Yields & Mortgage Feelings: Monday Walks In Wearing Steel-Toe Boots

The market is caffeinated, cranky, and pretending it has read the Fed minutes.Oil is hot, long bonds are louder than your most dramatic lender, and Monday’s market setup is all about rates, housing, AI, crypto policy, and whether buyers can survive another week of 6%+ mortgage math. Today on GRO Money News: mortgage rates, builder sentiment, CRE lending, real estate M&A, data center capital, the CLARITY Act, and a hot sales idea for diagnosing whether a project needs debt, equity, tax strategy, or a full capital-stack intervention. Plus a subtle nod to SIMERP employee benefits and GRO GROUP’s 100% financing options for 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.⁠ [https://www.linkedin.com/newsletters/gro-group-daily-news-7354236980961886208/] ⁠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. Read on LinkedIn 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