Commentary
July 10, 2025 | Chart of the Week
Halftime Report: CMBS Market Defies Headwinds with Supply SurgeJuly 7, 2025 | Monday Morning Perspectives
Tariff Deadline LoomsJuly 3, 2025 | Chart of the Week
Private Equity is Betting Big on Professional SportsJune 30, 2025 | Monday Morning Perspectives
A Packed Holiday-Shortened WeekJune 26, 2025 | Chart of the Week
Secured Debt Gains Ground in the High-Yield LandscapeJune 23, 2025 | Monday Morning Perspectives
Markets Await Iranian ResponseJune 16, 2025 | Monday Morning Perspectives
Oil and Rates HigherJune 12, 2025 | Chart of the Week
U.S. Insurance Increasingly Turns to Whole Loans for Residential Mortgage Credit ExposureJune 9, 2025 | Monday Morning Perspectives
Equity Markets Keep Climbing the Wall of WorryJune 5, 2025 | Chart of the Week
When the Dollar Shifts from Hedge to RiskJune 2, 2025 | Monday Morning Perspectives
Can May Momentum Continue?May 29, 2025 | Chart of the Week
Reverse Yankees on the RiseMay 27, 2025 | Monday Morning Perspectives
A Willingness to PauseMay 22, 2025 | Chart of the Week
Cautious Capital: Private Equity’s Recovery Hits Economic and Political HeadwindsMay 19, 2025 | Monday Morning Perspectives
Last Domino Falls for the United States’ AAA-Rating