MONDAY MARKET MINUTE 10/27 📈 #cre #capitalmarkets #marketinsights #shorts
Cooling inflation moves markets, but liquidity strain emerges. Here’s what happened: ✅ CPI eased slightly—goods and services moderating ✅ 10-year Treasury dropped ~10bps on rate-cut hopes ✅ SOFR futures pricing 3 cuts over next 4 meetings ✅ Fixed SOFR trading inside floating—rare discount window ✅ Overnight SOFR above Fed Funds signals liquidity tightening ✅ Refi/CMBS pipelines growing at 100-125bps over 5yr Treasury The result: Shutdown scrambling data, swap window narrowing…









