The Rithm Take

Market View — Aug 20, 2025

The Kansas City Fed’s Monetary Symposium, which is held in late August at Jackson Hole (a location originally chosen to tempt then Fed Chair Paul Volcker, who was an avid fly fishe...

Eyes on the Market — Aug 14, 2025

Eyes on the Market Q3 2025 Read More

Housing View — Aug 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
FOMC Preview — July 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