The Rithm Take

Consumer View — Jun 5, 2025

3-3-3 Meets OPEC: When Oil’s Drop Eases Fiscal Heat

Oil prices have fallen to $63/bbl from $72/bbl on Liberation Day and a 2025 peak of $80/bbl. Driving prices lower is OPEC’s decision to raise production; the last three consecutiv...

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
Housing View — April 10, 2025
Tariff Impacts on Housing Read More
Market View — April 3, 2025
Tariffs Shock and Awe: Regime Change Read More
Rithm Beat — March 27, 2025
Rithm Acquisition Corp. (NYSE: RAC.U) | Rithm-Sponsored SPAC Read More
Market View — March 20, 2025
Markets in Discovery Read More