HousingWire Daily Logan Mohtashami with a preview of Fed week and jobs week
10 snips
Jul 28, 2025 
Logan Mohtashami, Lead Analyst known for his deep understanding of housing market dynamics, joins to unpack the pivotal Fed Week and Jobs Week. He dives into economic strategies aimed at lowering the dollar and energy prices while addressing the challenges faced by the U.S. economy. The discussion also navigates the implications of labor data on monetary policy and explores trends in the housing market, particularly how upcoming jobs reports may impact the bond market. Tune in for insightful analysis and a touch of humor!
AI Snips
Chapters
Transcript
Episode notes
Trump's Economic Trinity Strategy
- Trump's economic strategy focuses on lowering the dollar, energy prices, and interest rates simultaneously.
- His frustration stems from the challenge of lowering the 10-year yield to desired levels, which impacts economic perceptions.
Challenges of Lowering Dollar Value
- It's difficult to significantly lower the dollar to boost exports due to the US's economic size and consumption habits.
- Lowering the dollar enough to shift the economy toward exports is not realistically achievable.
Fed's Labor Market Focus
- Labor market data is crucial for Fed policy decisions as job strength delays rate cuts.
- Fed Chair Powell intends to maintain this stance and avoid resignation despite challenges.