The Rithm Take

Housing View — Apr 10, 2025

Updated tariff rates of 125% (as of 4/9) on imports from China but 10% elsewhere (for 90 days at least), brings the average tariff rate to 26% based on 2024 import levels. This is ...

Market View — Apr 3, 2025

Tariffs Shock and Awe: Regime Change Read More

Rithm Beat — Mar 27, 2025

Rithm Acquisition Corp. (NYSE: RAC.U) | Rithm-Sponsored SPAC Read More

Market View — March 20, 2025
Markets in Discovery Read More
FOMC Preview — March 13, 2025
Fed on Hold, Tariffs Loom Large Read More
Energy Infrastructure View — March 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