Following last week’s announced deal between Apollo Commercial Real Est. Finance Inc ARI 0.51% and Apollo Residential Mortgage Inc AMTG 0.08%, FBR & Co analyst Daniel Atscher released a new report discussing the potential for further consolidation within the mortgage REIT space. According to Atscher, investors can expect more large deals in coming months.

Global economic growth concerns, particularly in emerging markets, have weighed on the S&P 500 so far in 2016 and have led to speculation that the United States could be on the verge of a recession. In a new report, Wells Fargo analyst John Silvia discussed the factors impacting the firm’s various recession prediction models.

With revenue in the world’s largest gaming destination — Macau, China — continuing to decline, casino investors have been looking to the state of Nevada for some much-needed good news this year.

A huge new report on the marijuana industry by Ackrell Capital projects that U.S. marijuana will be a $100 billion market by 2029. Although marijuana remains federally illegal in the United States, 39 individual states have now legalized the drug for recreational and/or medical use.

The U.S. stock market has struggled to find its footing so far in 2016, but DeMark Analytics founder Tom DeMark believes that things will get much uglier in March. DeMark is now calling for the S&P to drop 8-10 percent from current levels in the short-term, down to around 1,786.

In a new report, HSBC analyst Steven Major addressed growing speculation that more global central banks, including the U.S. Federal Reserve, will opt for increasingly negative interest rates to combat deflation. According to Major, negative interest rates may also be a long-term solution to global debt issues as well.

In a new report, Wells Fargo analyst John McElravey takes a close look at the 2016 asset-backed securities (ABS) environment. Last week, a total of five ABS deals closed for a combined pricing of $3.3 billion, bringing February’s total to $12.2 billion so far.

In a new report, Morgan Stanley analyst Tom Abrams expands the company’s MLP coverage by initiating ratings on a number of midstream names. According to Abrams, the firm is beginning to see improvement in the MLP multiple compression that has weighed on top names throughout the oil downturn.

In a new report, UBS analyst Steven Strycula discusses a shift in investment strategy in the U.S. food industry. According to Strycula, a dramatic change in the behavior of U.S. consumers now warrants an equally dramatic shift in the approach of investors.