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The Mideast Energy War, Part 17: Oil Hits a Pre-War Low. The Fed Just Signaled a Hike. The Decoupling Is Complete.

The Mideast Energy War, Part 17: Oil Hits a Pre-War Low. The Fed Just Signaled a Hike. The Decoupling Is Complete.

Brent fell to $75.57, a pre-war low, as the Strait of Hormuz reopens and trapped tankers clear the chokepoint. Yet the Fed dot plot flipped to a hike and the 10-year holds at 4.48%. Part 17 reads the completed decoupling for CRE.

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The Mideast Energy War, Part 15: The U.S. Strikes Iran and Oil Barely Moves; What the Market's Numbness Means for CRE, Oil, and Distributed Energy

The Mideast Energy War, Part 15: The U.S. Strikes Iran and Oil Barely Moves; What the Market's Numbness Means for CRE, Oil, and Distributed Energy

The U.S. struck Iran near the Strait of Hormuz and Brent fell toward $91, but the 10-year Treasury near 4.52% shows the cost of money never came down. Part 15 reads the market's numbness for property owners.

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Mideast Energy War, Part 12: The Decoupling Widens. 30-Year Treasury Crosses 5.1% as Oil Holds

Mideast Energy War, Part 12: The Decoupling Widens. 30-Year Treasury Crosses 5.1% as Oil Holds

Mideast Energy War analysis: oil near $106–108 as the 30-year Treasury crosses 5.1% and the 10-year hits ~4.61%. What this decoupling means for cap rates, DSCR, Section 179D timing, and DER-driven NOI for commercial real estate.

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