Wall Street's data center boom is reshaping the real estate bond market
From power availability and grid constraints to rapidly evolving requirements for cooling and computing density, CMBS buyers have been pushed into new areas.
Sep. 14: Verification, Non-QM, Processing, Agentic AI Tools; LOs as Financial Strategists; Equity Study
Yes, the college game was amazing Saturday night here in Austin, but there’s also IMN’s HELOCs & Second Liens event. The markets know that it is a hot topic. Do “the markets” care about a $40 trillion U.S. deficit? Yes. Does any politician seem able to curb spending, or be elected to do it? Not real
Different Week, Same Selling
Selling continues to be the path of least resistance for the bond market. Open interest data from Treasury futures suggests Friday's "short-covering" assessment may not be the only story. Reason being: open interest moved HIGHER (it would be much easier to conclude short-covering drove the move if o
Pamela Heman
Phone:+1(816) 810-5001