HousingWire Daily This might be the most important jobs week yet
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Sep 2, 2025 
Logan Mohtashami, a seasoned lead analyst in housing market dynamics, joins to discuss the critical implications of the upcoming jobs week on economic outlook. He dives into how labor market data intertwines with inflation and Fed policy, revealing differing perspectives within the Federal Reserve. The conversation highlights the impact of political maneuverings on mortgage rates and jobless claims, all while navigating the turbulence of current economic challenges. Expect insights on job reports that could change the financial landscape!
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Jobs Week Could Decide Fed Direction
- The September Fed meeting makes this jobs week pivotal because labor data can determine policy direction.
- Bond market moves could 'slap' the Fed if jobs beat estimates and reignite the labor vs. inflation debate.
Fed's Low Bar For Job Growth
- The Fed tolerates slower job growth because population growth lowers the jobs bar.
- A modest jobs pace could be deemed acceptable, leaving the labor market as the key battleground.
Monitor Jobless Claims Closely
- Watch initial jobless claims as the Fed's final defense for labor weakness.
- Treat jobless claims as the key indicator that could force the Fed to shift stance.