

Logan Mohtashami: Why aren’t mortgage rates even lower
6 snips Mar 12, 2025
In this conversation, Logan Mohtashami, a lead analyst known for his sharp insights on the mortgage market, joins Sarah Wheeler to dissect why mortgage rates remain higher than expected. They explore the influence of the Federal Reserve's focus on labor issues rather than inflation. Unexpectedly, they dive into the resilience of the U.S. bond market amidst economic changes and examine how geopolitical factors and trade policies might shape future rate movements. This engaging discussion sheds light on the complexities surrounding mortgage rate trends.
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Why Aren't Mortgage Rates Lower?
- Mortgage rates aren't lower because of several factors, including global bond market synchronization and key technical levels.
- Current economic data isn't weak enough to push rates significantly lower, despite stock market sell-offs.
Factors Influencing Public Sentiment
- Lower mortgage rates and falling oil prices could boost public sentiment.
- The focus on mortgage rates early on was due to their unpredictable nature.
Advice for Trump on Trade Wars
- Trump should offer tariff exemptions to companies that present viable plans for moving production.
- This approach would reduce trade war tensions and market uncertainty.