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The Rithm Take

Market View — Jan 30, 2026

Dispersion Over Direction

This week reinforced a central theme for the year: dispersion is doing more of the work than direction.

FOMC Preview — Jan 23, 2026

Real Rates Rise as Policy Easing Meets a Resilient Economy

Market View — Jan 15, 2026

GSE Buying: Not QE, but Not Nothing

Market View — Jan 9, 2026

2026: A Year of Uneven Outcomes, Selection Starts to Matter Again

Features — December 18, 2025
Collateral Control Failures: What First Brands and Tricolor Reveal about ABF Oversight Read More
Market View — December 17, 2025
Addressing Financial Plumbing, Before a Flood Read More
FOMC Preview — December 5, 2025
A Foregone Conclusion? Fed Most Likely to Cut Again Read More
Market View — November 20, 2025
2025 Scorecard: What Held, What Didn’t, What Mattered Read More
Eyes on the Market — November 13, 2025
Eyes On The Market Q4 2025 Read More
Market View — November 7, 2025
PIK Beyond the Headlines: Mechanics, Not Meltdown Read More
Market View — October 30, 2025
Tariffs 2025: Basis Points, Not Breaking Points Read More
FOMC Preview — October 23, 2025
Fed Poised to Cut Rates Again, But Should They? Read More
Credit View — October 16, 2025
Control Over Access: The Structural Edge in Asset-Backed Finance Read More