HousingWire Daily A preview of the last Fed week of 2025
7 snips
Dec 8, 2025 
In this engaging discussion, Logan Mohtashami, a lead analyst specializing in mortgage markets and housing data, shares his insights on the Federal Reserve’s upcoming decisions. He explores the Fed's cautious stance on housing activity and its potential impact on mortgage rates. Logan breaks down key labor market data, suggesting it's softening without collapsing, and explains why rate cuts may already be factored in. He also highlights crucial reports that could influence Fed policy as the housing market trends toward year-end.
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Viral Costume Photos Built Global Reach
- Logan described wearing a Game of Thrones–style outfit that led to repeated photos in Japan.
- His viral Stranger Things posts now reach an audience of around 11 million across countries.
Fed To Cut But Sound Very Hawkish
- The Fed is likely to cut rates but adopt an unusually hawkish tone in its final meetings under Powell.
- That hawkish posture aims to restrain sectors like housing which can re-accelerate growth and inflation.
Rate Cuts Mostly Priced Into Bonds
- Much of the effect of forthcoming Fed cuts is already priced into bond markets and the 10-year yield.
- That limits the upside in mortgage rates now compared with last year when no cuts were priced in.