HousingWire Daily Will we see quantitative easing with a new Fed chair?
Jan 19, 2026
Logan Mohtashami, a lead analyst on mortgage and housing market trends, joins to explore the potential for quantitative easing with a new Federal Reserve chair. He argues that QE is unlikely unless interest rates drop to zero. The discussion delves into the mechanics of QE, debunking myths about bond buying and its impact on mortgage rates. Logan also forecasts mortgage rate trends tied to the 10-year yield and highlights the importance of labor data in shaping financial policies and market dynamics.
AI Snips
Chapters
Transcript
Episode notes
Texas Flag Setting Opens The Discussion
- Logan describes being in Texas with flags and enjoying the day during the interview.
- He uses that setting to segue into the Fed chair topic and his skepticism about recent controversies.
QE Restart Is Not A Simple Chair Swap
- The Fed is unlikely to restart large-scale QE or bond buying simply by changing the chair.
- Logan Mohtashami says the Fed would need a full regime change and overwhelming votes to do true QE again.
Current Fed Purchases Are Not QE
- People conflate limited Fed purchases with QE, but current operations are different.
- Logan emphasizes QE historically meant zero interest rate policy plus mass bond and MBS buying, which isn't today's stance.