The Rithm Take

Market View — Nov 7, 2025

PIK Beyond the Headlines: Mechanics, Not Meltdown

What just happened in listed, exchange-traded BDCs is a repricing, not a crack. The initial move downward was driven by heightened concerns about dividend cuts in the near to mediu...

Market View — Oct 30, 2025

Tariffs 2025: Basis Points, Not Breaking Points Read More

FOMC Preview — Oct 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
Market View — October 9, 2025
Liquidity Fatigue and Labor Scarcity: The Next Market Stress Points Read More
Market View — October 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