The Rithm Take

Market View — Jul 3, 2025

The outlook for economic resilience remains intact. The Atlanta Fed’s GDPNow model projects roughly 3.4% growth versus the Fed’s Summary of Economic Projections (SEP) at 1.4% (down...

Mid-Year Review — Jun 26, 2025

Mid-Year Strategy Playbook Read More

Real Estate View — Jun 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
Market View — May 15, 2025
Dollar Signals and the Quality Bias Read More
Eyes on the Market — May 8, 2025
Eyes on the Market Q2 2025 Read More
FOMC Preview — May 1, 2025
Fed on Wait and Watch with Objectives in Conflict Read More
Housing View — April 25, 2025
The Housing Market Paradox Read More
Consumer View — April 17, 2025
Tariff Impacts on the Consumer Read More