

Logan Mohtashami: Volatility as market goes wild
14 snips Apr 9, 2025
Logan Mohtashami, Lead Analyst at HousingWire, brings his deep expertise to discuss the chaos in the housing market. He unpacks the recent sharp reversals in mortgage rates and their ties to economic indicators and geopolitical tensions. The conversation explores how tariff announcements stir market unpredictability and challenges misconceptions about the U.S. economy's resilience. Additionally, he highlights promising trends in housing data, suggesting potential market recovery amidst current volatility.
AI Snips
Chapters
Transcript
Episode notes
Market Volatility and Mortgage Rates
- The mortgage market is susceptible to volatility stemming from the stock and bond markets.
- This volatility leads to rapid shifts in mortgage rates, impacting lenders and borrowers.
Trump's Tariff Confusion
- Trump's tariff strategies create market confusion, exemplified by his fluctuating stance on China.
- This uncertainty contributes to market volatility, as investors react to unpredictable policy changes.
Godzilla Tariffs
- The extreme tariff percentages imposed by Trump surprised global markets, leading to significant volatility.
- This unexpected aggression triggered rapid shifts in investments, impacting both stocks and bonds.