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Real Estate Market Will Stay "Savagely Unhealthy" For A Long Time | Logan Mohtashami

Forward Guidance

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The Mortgage Market Meltdown

Mortgage rates move in lockstep with treasury yields. Banks just want to hold more treasuries and on the on the margin issue fewer mortgages. The fed was a massive buyer oddly enough I remember the March 9th of 2020 uh when I saw that 10 year yield at 0.33 percent said oh boy we're gonna have a mortgage market meltdown you know?

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