The Rithm Take

Housing View — Aug 7, 2025

Expressing The Durability of Homeownership In Credit Markets

Despite the prevailing narrative of a cooling housing market, the US mortgage ecosystem is demonstrating a level of resilience not seen in prior economic cycles. The structural enh...

Consumer View — Jul 31, 2025

Banking on Resilience: Q2 Earnings and the Durable Consumer Read More

FOMC Preview — Jul 24, 2025

Beyond the Unchanged Rate: What the Fed's Internal Divisions Mean for July Read More

Housing View — July 17, 2025
Housing Headwinds & Hidden Strengths Read More
Market View — July 10, 2025
The Clarity Trade Read More
Market View — July 3, 2025
Data Greenlights Resilience Read More
Mid-Year Review — June 26, 2025
Mid-Year Strategy Playbook Read More
Real Estate View — June 18, 2025
Assessing Increased Demand for Mezzanine Lending in Commercial Real Estate Read More
FOMC Preview — June 12, 2025
Policy on Hold as Trade Story Unfolds Read More
Consumer View — June 5, 2025
3-3-3 Meets OPEC: When Oil’s Drop Eases Fiscal Heat Read More
Consumer View — May 30, 2025
The US Consumer: Powering Through Read More
Credit View — May 22, 2025
Deferred Risk: The Rise of PIK Financing Read More