🚨 The 10 year Treasury touched 5 percent. That is not a bond market story. It is a capital stack story.

Podcast: GRO MONEY NEWS · Teresa Grobecker

Opublikowano: 2026-09-15

Oil is above $100, mortgage rates are pushing back toward and above 7 percent, semiconductors were hit hard Monday, and the Fed begins its two day meeting today. Meanwhile, Michael Dell's family office is leading a $7.7 billion take private, proving once again that sophisticated families are moving beyond passive allocations and directly owning operating platforms. 💰🏗️🤖 Today's GRO Money News gets into the parts that actually matter to capital allocators: why 5 percent Treasuries change real estate underwriting, where hidden leverage is showing up in private credit, what makes an AI data center genuinely bankable, why power remains the critical constraint on compute...