10-26-2023 Flirting with Disaster?
Despite a growing number of headwinds, the overall strength and resilience of economic activity post-2022’s soft patch appears to be gaining momentum....
10-19-2023 – CRE’s Dark Winter
For commercial real estate (CRE) sponsors and investors, the last three
years have been, in a word, challenging. Battered by pandemic furloughs
and...
10-12-2023 – Tides Turning?
Just as many investors were bracing for more upward pressure on interest rates to extend one of the more aggressive, bond market selloffs in years, yi...
10-5-2023 To the Moon
This summer’s surge in longer-term, U.S. Treasury yields has rendered yet another grim milestone for homeowners and lenders alike- the highest contrac...
09-28-2023 The Shutdown Showdown
As expected given today’s hyper-partisan environment in Congress, the U.S. government is less than three days away from another shutdown unless Congre...
09-22-2023 As the World Slows
The global monetary policy response to runaway inflation across major economic regions after the darkest days of the pandemic appears poised to weigh...
09-15-2023 – UAW Strikes & More Rate Hikes?
With less than a week to go until the next FOMC meeting, market
indicators and investor sentiment appear to favor a pause on September
20th, given t...
09-08-2023 – Will Oil Spoil?
With the unofficial end of summer upon us, another economic headwind has accompanied the sharp rise in rates over the past ninety days- the seemingly...
09-01-2023 – Rate Inflate
As a summer jam packed with non-traditional economic and geopolitical
news rapidly comes to a close, one of the more noteworthy events has
been the...
08-17-2023 – The Home Price Paradox
As consumers and businesses grapple with the fallout from elevated inflation and the most aggressive FOMC tightening in over 40 years, home values hav...