

Logan Mohtashami on the skittish Fed
Aug 1, 2024
Logan Mohtashami, Lead Analyst, dives into the recent Fed meeting and its implications for rate cuts this Fall. He discusses how labor market data and inflation trends are shaping monetary policy. Mohtashami also highlights the delicate balance the Fed must maintain despite weak job statistics, emphasizing the impact on the housing market. With predictions for 2025, he explores how interest rates might influence housing sales and the dynamics of inventory and pricing, providing insights into potential market trends.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 3min
The Fed's Balancing Act: Labor Markets and Monetary Policy
02:59 • 15min
Forecasting the Housing Market: Insights into 2025 and Federal Reserve Actions
17:34 • 3min
Housing Market Dynamics: Inventory and Pricing
20:50 • 7min
Analyzing Trends in Home Sales Amid Historical Lows
28:16 • 3min