The Rithm Take

Market View — Mar 20, 2025

Markets are in a period of discovery, with neither the Trump put nor the Fed put clearly established. Sentiment reflects growing uncertainty around tariff policy and its potential ...

FOMC Preview — Mar 13, 2025

Fed on Hold, Tariffs Loom Large Read More

Energy Infrastructure View — Mar 6, 2025

Powering the AI Economy Read More

Market View — February 27, 2025
Knock-On Effects Read More
Asset-based finance — February 20, 2025
The Future of ABF Read More
Consumer View — February 13, 2025
The US Consumer: Onward, Forward, Upward Read More
Market View — February 6, 2025
Regime Shock (Or Maybe Not)? Read More
Features — January 30, 2025
Eyes on the Market, Q1 2025 Read More
FOMC Preview — January 23, 2025
As Disinflation Stalls, Unemployment Drops Read More
Market View — January 16, 2025
When Will the 10-Year Yield Backup Matter? Read More
Market View — January 9, 2025
Unprecedented Resilience Across Corporates and Small Businesses Read More
FOMC Preview — December 16, 2024
Another Rate Cut but a Shallower Path Going Forward Read More