The Rithm Take

Credit View — Oct 16, 2025

Control Over Access: The Structural Edge in Asset-Backed Finance

Two recent high-profile bankruptcies have underscored a fundamental principle in credit markets: access to assets is not the same as control over them. In both cases, lenders appea...

Market View — Oct 9, 2025

Liquidity Fatigue and Labor Scarcity: The Next Market Stress Points Read More

Market View — Oct 3, 2025

Finding Value in Office: Capital Flows to Premier Markets Read More

Consumer View — September 25, 2025
The American Consumer: Resilient, But Not Uniform Read More
Market View — September 19, 2025
Basis Compression and Borrower Behavior: Reading the Market Signals Read More
FOMC Preview — September 11, 2025
Fed Likely to Cut Rates Next Week; A Look at the Economic Backdrop Read More
Market View — September 4, 2025
Inflation's Challenge, Growth's Resilience Read More
Market View — August 28, 2025
Riding the Bull Steepener: How a Diverging Market Helps Financial and Real Estate Sectors Read More
Market View — August 20, 2025
Powell’s Jackson Hole Dilemma Read More
Eyes on the Market — August 14, 2025
Eyes on the Market Q3 2025 Read More
Housing View — August 7, 2025
Expressing The Durability of Homeownership In Credit Markets Read More
Consumer View — July 31, 2025
Banking on Resilience: Q2 Earnings and the Durable Consumer Read More