GRO MONEY NEWS - THE STOCK MARKET GOT CHAMPAGNE. THE LENDERS GOT A SPREADSHEET.

Wall Street is celebrating. The credit markets would like a word.

📈 S&P 500: 7,811.54 after Friday's rally.

💰 10 year Treasury: 5.24%.

🏠 Mortgage rates: 7.40%.

🤖 Waymo: $5 billion in new debt financing.

🌍 SoftBank: reportedly seeking up to $100 billion from Gulf investors.

🏢 Commercial real estate: CMBS delinquencies reach 8.02%.

Here's the contradiction. Institutional capital is still financing extraordinary growth, but conventional borrowers are facing increasingly unforgiving underwriting.

The money isn't disappearing. It's becoming more selective about collateral, cash flow, and control.

In today's GRO Money News, we're covering global markets, rates, real estate, infrastructure M&A, sovereign AI, stablecoin regulation, and the financing opportunities emerging from market dislocation.

Listen, share, and tag somebody who needs to understand where serious capital is moving.

Until tomorrow, be the best human you can be.

~ Teresa Grobecker

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Duration: 25m
Broadcast on: 12 Oct 2026
Audio Format: other

The stock market got champagne. The lenders got a spreadsheet. Good morning, and welcome to Grow Money News. I'm Teresa Grobecker, and if you spent the weekend celebrating Wall Street's latest rally, I have some inconvenient information for you. The stock market is feeling terrific, but the bond market is charging interest rates that could make a perfectly respectable real estate development look like a terrible idea. Apparently, stocks and lenders are attending to completely different economic parties, and only one of them remembered to bring a calculator. Today's episode is brought to you by Grow Group, where we're actively seeking qualified developers and master builders for a $5 billion equity financing initiative in 2026. We're looking at major metropolitan markets, ground-up developments, data centers, solar infrastructure, and other qualifying projects, with multiple financing structures that can provide up to 100% financing, subject to underwriting. Our particular interest is in projects where serious sponsors have already solved the difficult questions of land control, permitting, off-take, and execution. In other words, bring us the project, but please bring the math. This Monday, we're looking at the strange disconnect between record-setting equities and expensive credit, a $5 billion loan for Waymo, a reported $100 billion fundraising ambition aimed at Gulf investors, major industrial real estate acquisitions, and the next phase of stablecoin regulation. We'll also discuss what the latest employment figures and mortgage rates are telling us, why family offices should pay close attention to commercial mortgage distress, and how developers can position projects for institutional funding this week. The market rally versus the cost of money. Let's start with Friday, because Wall Street finished the week in a particularly optimistic mood. The S&P 500 gained six-tenths of 1% on Friday, closing at 7,811.54. The Dow Jones industrial average added approximately 423 points, finishing at 51,654.95, while the NASDAQ climbed to 27,366.17.

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