HousingWire Daily Logan Mohtashami: Trump initiates the shadow Fed president protocol
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Jun 27, 2025 
In a captivating conversation, Logan Mohtashami, a lead analyst renowned for his expertise in housing market trends and monetary policy, shares insights on Trump’s initiation of a shadow Fed president protocol. He discusses Morgan Stanley's prediction of seven rate cuts by 2026 and its potential impact on mortgage rates. The duo also explores the economic landscape, stressing the importance of data in navigating real estate challenges, and highlights the significance of understanding new regulations amid rising mortgage rates.
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Shadow Fed President Protocol Unfolds
- Trump initiated the "shadow Fed president" protocol to undermine Jerome Powell before his term ends.
- This move aims to influence bond traders and market expectations ahead of office transition.
Seven Rate Cuts Expected in 2026
- Morgan Stanley predicts seven rate cuts in 2026, signaling expectations of economic weakening.
- Lower Fed interest rates could reduce government interest payments, aligning with Trump's goals.
Use Data to Guide Rate Predictions
- Do not rely on optimistic rate cut forecasts without supporting economic data.
- Let labor market and economic indicators guide your mortgage rate expectations.