HousingWire Daily Logan Mohtashami on how the Fed is reacting to the tariff drama
8 snips
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.
AI Snips
Chapters
Transcript
Episode notes
Fed's Tariff Concerns
- The Federal Reserve is signaling concern about losing credibility due to uncertainty around tariff impacts on inflation.
- Their raised inflation expectations, coupled with Fed presidents' public comments, indicate this concern.
Tariffs and Mortgage Rates
- The impact of tariffs on the economy and mortgage rates depends on various factors like consumer behavior and international responses.
- While tariffs represent one-time price adjustments, the resulting economic data influences bond yields and mortgage rates.
Spring Home Buying Season
- Watch for lower mortgage rates heading into the spring home buying season.
- This is a positive sign for a strong housing market, and sustained lower rates are key.