Rithm Insights

FEATURED / Apr 3, 2026

The Consumer Cushion Gets Thinner

The oil shock is a regressive tax. The OBBBA benefit is a progressive transfer in reverse. The two are arriving simultaneously and landing on different households.

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Market Insights — March 27, 2026
A Lighter Constraint, Not a Structural Shift: Interpreting Mortgage Capital Reform Read More
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
Housing Insights — March 6, 2026
The GSE Bid May Have A Price Read More
Asset-Based Finance — February 27, 2026
Banks and the Rise of ABF: A Partnership, Not a Displacement Read More
Real Estate Insights — February 20, 2026
AI: The Unexpected Catalyst for Quality Office 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