The strongest market agitator in H1 2025 is anticipated to be foreign trade disruptions, not U.S. policy mismanagement, possibly reigniting inflation due to oil supply instability.
The total addressable market for non-QM lenders consists mainly of small business owners, boosted by a surge in new business applications since the pandemic.
Non-QM RMBS issuance is projected to flourish in a lower borrowing rate environment, thanks to recent Federal Reserve cuts, enabling more affordable homeownership.
Recent global events like the Longshoreman's union strike illustrate how critical supply chain disruptions can impact inflation and manufactured goods prices.
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