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Logan Mohtashami on how the Fed is reacting to the tariff drama
Mar 3, 2025
Logan Mohtashami, a Lead Analyst renowned for his insights on the Federal Reserve, shares his expert views on the current economic climate. He discusses the Fed's responses to proposed tariffs and rising inflation, shedding light on the implications for mortgage rates. The conversation delves into how economic data shapes consumer behavior and affects housing markets. Mohtashami also explores how rising interest rates could impact mortgage applications and addresses concerns about layoffs and unemployment in navigating the Fed's strategies.
26:13
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Quick takeaways
- The Federal Reserve's mixed responses to proposed tariffs are shaping market expectations around inflation and mortgage rates.
- Recent economic indicators indicate a slowdown, prompting potential policy adaptations from the Fed that could stimulate homebuyer demand through lower mortgage rates.
Deep dives
Impact of Tariffs on Monetary Policy
The episode examines how proposed tariffs are influencing the Federal Reserve's approach to inflation and interest rates. Initially, the Fed indicated a higher inflation expectation due to tariffs, but there is now uncertainty about how significantly these tariffs will impact overall prices. Different Federal Reserve presidents express varied opinions, with some believing tariffs may not be inflationary, creating a space for evolving discussions. This ongoing dialogue is crucial as it shapes market expectations and ultimately affects decisions on interest rates and mortgage lending.
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