Market Insights

FEATURED / Mar 27, 2026

A Lighter Constraint, Not a Structural Shift: Interpreting Mortgage Capital Reform

The Fed’s proposed overhaul of bank capital rules moves in a clear direction. Capital treatment is becoming more risk-sensitive and, at the margin, less punitive for certain lendin...

Market Insights — March 20, 2026
Not All Tightening Is Equal: Reading the Cross-Asset Signal Read More
Market Insights — March 13, 2026
An Easy Decision in a Complicated World Read More
Market Insights — February 12, 2026
Funding the Expansion Read More
Market Insights — February 6, 2026
Conditional Resilience Read More
Market Insights — January 30, 2026
Dispersion Over Direction Read More
Market Insights — January 23, 2026
Real Rates Rise as Policy Easing Meets a Resilient Economy Read More
Market Insights — January 9, 2026
2026: A Year of Uneven Outcomes, Selection Starts to Matter Again Read More
Market Insights — December 17, 2025
Addressing Financial Plumbing, Before a Flood Read More
Market Insights — December 5, 2025
A Foregone Conclusion? Fed Most Likely to Cut Again Read More

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