HousingWire Daily Logan Mohtashami on Trump, the Fed and market stress
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Apr 14, 2025 
Logan Mohtashami, a leading analyst renowned for his insights into housing dynamics, shares intriguing perspectives on the interplay between Trump's pressures on the Federal Reserve and mortgage rates. He examines recent market volatility triggered by tariffs from China and their effects on consumer confidence. The conversation delves into mortgage market challenges, fluctuating rates, and the implications of low inventory in the housing sector. Mohtashami highlights how dual-income households and millennials are influencing sales trends in a complex economic landscape.
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Trump and Powell
- President Trump might try to fire Jerome Powell to influence the Fed's decisions on interest rates.
- This is because Trump needs lower rates to mitigate the impact of the trade war.
Source of Conflict
- The conflict between Trump and the Fed stems from differing economic priorities.
- Trump wants lower rates, while the Fed prioritizes its dual mandate of maximum employment and price stability.
Market Stress and Trade War
- The stock market's positive outlook didn't account for the trade war's impact.
- This unexpected move caused market chaos and volatility, impacting consumer confidence.