HousingWire Daily
Logan Mohtashami on Trump, the Fed and market stress
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.
28:15
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Quick takeaways
- Trump's influence on the Federal Reserve aims to achieve lower mortgage rates and spur economic growth amidst trade war pressures.
- Market volatility affects consumer confidence, highlighting the need for stable economic policies to support the housing market's recovery.
Deep dives
Trump's Pressure on Jerome Powell and the Federal Reserve
President Trump's ongoing pressure on Federal Reserve Chairman Jerome Powell is highlighted, particularly regarding mortgage rates. Trump is perceived to be considering actions to influence the Fed, potentially pushing for lower rates to support economic growth, especially in light of the ongoing trade war. The podcast illustrates how Trump's strategic goals include a weaker U.S. dollar, lower oil prices, and declining mortgage rates, all critical for his economic agenda. However, with recent volatility in the market, the stability of the 10-year yield and its implications for mortgage rates remain uncertain.
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