Hidden Fed move: reserve management purchases

The biggest announcement of last week’s Fed meeting had nothing to do with rate cuts. Instead, a quiet, mostly overlooked statement from the Federal Reserve could mean huge things for the economy, mortgage rates, and most importantly, the housing market. The mainstream seems to have missed it, focusing on the obvious news, but we’re breaking down the Fed’s new emergency tactic to stabilize the economy.

What many thought would be a standard 0.25% rate-cut meeting was anything but. A fractured Fed, now split on rate cuts more than in prior years, has adopted a new tactic. Could this strategy be a return to a dangerous past—the days of “quantitative easing” (AKA money printing)? Or, does the Fed know what it’s doing, taking a more cautious approach than last time?

We’ll break down the entire Fed story and share some crucial updates on housing inventory and affordability. Some markets are entering 2026 strong, with significantly lower inventory than pre-pandemic levels. Others could correct (or even crash) harder. Dave gives his opinion on which are which, sharing the markets that will thrive and the ones where home prices could dive. 

In This Episode We Cover

The Fed’s new emergency measure designed to stabilize the economy and interest rates

Money printing 2.0: Are we on a path back to dangerous quantitative easing?

New rate cut forecast for 2026 and 2027 directly from the Fed

The riskiest (and seemingly safest) real estate markets going into 2026

The most affordable city in the U.S., and why it could thrive next year

And So Much More!

Links from the Show

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 A New Fed Chairman is Coming Soon—Here’s What Their Potential Low-Rate Policy Will Mean For Investors

Dave's BiggerPockets Profile

Grab Dave’s Book, "Real Estate by the Numbers"

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