WEEK OF OCTOBER 27, 2025 The Inflationary Nexus of Risk and Decelerating Growth The market equilibrium for the Week of October 27, 2025, is defined by an accelerating divergence between risk-on equity performance and structural stress in the leveraged credit sector. The primary analytical challenge remains synthesizing the high-velocity surge in precious metals  with softening consumer demand forecasts. Global Macro and Forward Rate Path The consensus view for a soft landing

For the week beginning October 13, 2025, global markets showed continued strength in equity and commodity valuations, while fixed income stability reinforces a period of measured optimism. The core focus remains on the trajectory of global rates and the unique investment environment in the UAE. United Arab Emirates (UAE) Market & CRE The UAE market presents a highly liquid and competitive environment for real estate funding. EIBOR Pricing:  The local benchmark EIBOR  remains

For the week beginning October 6, 2025 , markets experienced strong growth in global equities, supported by continued market consensus...

Tue Sept 30, 2025 Joshua Hawley Washington lunacy continues as the US Federal government shutdown looms, with apparently the real...

August 25th, 2025 Joshua Hawley Market Overview U.S. equity markets advanced for the week beginning August 25, 2025. The S&P 500 saw a...

Monday, August 4, 202 Macro & Rates Overview As of the latest update, economic data continues to support the prevailing narrative of a...

Week of July 14, 2025 Joshua Hawley Macroeconomic Overview Markets continued to reflect cautious optimism as the Federal Reserve’s...

Week of June 30, 2025 Joshua Hawley Global Market Summary Global markets advanced into the second half of the year buoyed by easing...

Joshua Hawley, CEO Date:  June 9, 2025 Sources:  Walker & Dunlop, Bloomberg Global Macro Overview: Caution in the Cycle The macro...

April 7, 2025 Source: Bloomberg, Walker & Dunlop, Fannie Mae, Freddie Mac Macroeconomic Overview Global markets began Q2 2025 with a...