Housing policy may not move home prices quickly, but it could reshape the mechanics that drive mortgage lending, RMBS spreads, cash flows, and relative value.
Ethereum’s evolution from an idea to a powerful and versatile platform is reshaping how financial services are built, delivered, and owned. Behind it is a whole value chain for investors to consider.
The yield curve flipped in anticipation of rate cuts, but that doesn’t mean a recession is imminent. To the contrary, we’re excited about opportunities tied to higher-income consumers and consumer staples, among others.