The Rithm Take

Market View — Oct 3, 2025

Finding Value in Office: Capital Flows to Premier Markets

After years of negative headlines and pricing resets, U.S. office real estate is beginning to show early signs of stabilization. Leasing activity is picking up, capital is selectiv...

Consumer View — Sep 25, 2025

The American Consumer: Resilient, But Not Uniform Read More

Market View — Sep 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
Eyes on the Market — August 14, 2025
Eyes on the Market Q3 2025 Read More
Housing View — August 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