🚨 THE 10-YEAR IS AT ~5.2%. SO WHY IS INSTITUTIONAL CAPITAL STILL WRITING $10 BILLION AND $25 BILLION CHECKS?

Podcast: GRO MONEY NEWS · Teresa Grobecker

Opublikowano: 2026-09-25

That is the question underneath Friday's GRO Money News. The risk-free rate moved sharply higher this week, oil returned to roughly $105, jobless claims stayed at only 197,000, and the Fed is still talking about additional tightening. Yet look at where capital moved: 🏗️ $20–25B: BlackRock and IFM-backed investors entered exclusive talks for STACK's Asia-Pacific data centers. 🌍 $10B+: Microsoft announced new AI and cloud infrastructure investment across Saudi Arabia, Qatar, Kuwait and the UAE. 🖥️ ~$300B: Big Tech's increasingly sophisticated residual-value guarantees are helping finance the physical AI buildout outside conventional corporate debt. 🏢 $386M: N...