The Takeaway with Troy Gayeski: Become the bank
Our Chief Market Strategist shares the key takeaways from his latest strategy note on why current conditions favor mortgage REITs and how to pick one.
Golden handcuffs: The latest on the housing market
A mortgage with a sub-3% rate feels like the proverbial golden handcuffs these days. We examine rates, Fed policy and other trends driving the housing and CRE markets.
FireSide: Q3 Research roundup—Navigating market optimism
Our experts dive into their outlooks for macro and markets in the third quarter.
FireSide: Q2 2024 Research roundup—Adjusting to the old normal
Our experts dive into their outlooks for macro and markets in the second quarter.
FireSide: Market Madness 2024
In celebration of March Madness, the Investment Research team goes head-to-head discussing leading topics set to influence markets this year.
FireSide: Anatomy of a CRE correction—2024 Update
CRE expert Andrew Korz joins Chief U.S. Economist Lara Rhame to update their outlook for the correction and discuss potential opportunities.
