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The Institutional Risk Analyst
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The Cost to Housing of Donald Trump
Why is Secretary Bessent talking publicly about Powell or the Fed at all? How does this squawking enhance the credibility of the Trump Administration or the U.S. Treasury?
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Jul 235 min read
Inflation & CRE Deflation Too? UMB Financial + Heartland = ?
With a budget deficit projected to be $1.8 trillion in 2024, the odds of the FOMC actually controlling inflation are pretty low.
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May 28, 20247 min read
MBA Aftermath; Profile: Merchants Bancorp (MBIN)
When NYC is forced to recognize reality, it will already be too late to avoid another fiscal crisis.
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May 22, 20247 min read
Mortgage Rates Headed for 7% as Residential Defaults Slowly Rise
We think that further Fed tightening, plus sales of MBS from FDIC and banks generally, may force mortgage rates higher into the 7% range
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May 21, 20232 min read
Record Losses for Mortgage Banks Presage Tough Year Ahead
Is 2023 the year of the Return of the Distressed Loan Trade?
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Nov 19, 20221 min read
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