HousingWire Daily Logan Mohtashami on bombings, Fed rate cuts, oil pricing and more
14 snips
Jun 24, 2025 
Logan Mohtashami, a leading analyst known for his macroeconomic insights on the housing market, discusses the fallout from the U.S. bombings of Iranian nuclear sites and their effect on mortgage rates. He details how geopolitical events influence market dynamics and interest rates. The conversation touches on potential Fed rate cuts amidst labor market changes and highlights the current state of housing data, pointing to a dramatic rise in inventory that may lead to improved affordability for buyers.
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Logan's Real-Time Market Vigil
- Logan Mohtashami monitored bond, dollar, and oil charts intensively after U.S. bombings in Iran.
- Despite geopolitical chaos, he predicted mortgage rates would remain calm unless events escalate further.
Fed's July Rate Cut Impact
- Fed Vice Chair Michelle Bowman's support for a July rate cut lowered the 10-year yield despite better economic data.
- This political shift impacts mortgage rates more than the recent geopolitical events.
Headline Fatigue Calms Markets
- Market reacted less than expected to U.S. bombings and Iran's retaliations due to headline fatigue.
- Traders become smarter, balancing oil prices and bond yields cautiously amid geopolitical tension.