The Institutional Risk Analyst

NRZ must pay $400 million to Fortress to end the relationship with the external manager, a final act of squeezing NRZ shareholders

In the short-run rising interest rates and spreads will help bank earnings. But where is the next credit hot spot?

As we move into Q4 2021 earnings, keep your eyes peeled for news of restructuring of urban commercial commercial and multifamily properties

We ask whether bank fundamentals are starting to catch up to the very full equity market valuations , up 40% since the end of 2020

Over the next several years, as the economic cost of COVID becomes full visible, New York City may face its second financial crisis

This week we speak with Stan Middleman, founder and CEO of Freedom Mortgage, about the US economy and the outlook for residential mortgages

Many of the better managed financials that we track have become sellers of assets rather than buyers in the past several months.

After years of FOMC-induced asset price inflation, does the housing market really need more help?

Why is Joe Biden declaring war on American family farmers, investors in multifamily real estate and Main Street USA?

Simply stated, US banks are twice as expensive as they were a year ago looking at earnings and assets....

We continue to believe that issuers and funds should be accumulating conventional servicing. Rates bottomed in February...

US banks are running at income levels that are less than half of a year ago...

This is a really bad time to be focused on macroeconomic data....

Significantly, OZK predicts shrinking CRE loan volumes in 2021....

Most of midtown Manhattan’s offices and other structures are unused. Commuter volumes are 10% of pre-COVID levels.

New issue volumes in all of the major securities asset classes other than Treasury debt are trending lower as 2021 begins....

There is a reason why the smart money on Wall Street is creating new strategies focused on non-performing loans...

ALLY has all of the required attributes for inclusion in The IRA Bank Dead Pool....

GS is the smallest of the global investment banks but the most highly levered of the large US banking groups

The Street wants to own these bank stocks, plain and simple....