HousingWire Daily Logan Mohtashami: Are recession fears valid now?
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Feb 28, 2025 
Logan Mohtashami, a lead analyst known for his insights into housing and economic trends, chats with Sarah Wheeler about the validity of current recession fears. They tackle rising jobless claims and their implications for the housing market, especially with fluctuating mortgage rates. The conversation dives into the effects of political policies on economic stability and labor dynamics. Mohtashami offers critical perspectives on productivity challenges and the importance of understanding economic indicators amidst uncertainties.
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Recession Concerns
- Recession fears are growing among analysts due to rising jobless claims and falling bond yields.
- The US government's desire for lower mortgage rates to stimulate the housing market adds complexity.
Recession and Policy
- The Trump administration's aim for lower mortgage rates might unintentionally trigger a recession.
- Several economic and policy factors were already in play before the current administration.
Deportation Impact
- Sarah Wheeler acknowledges Logan Mohtashami's correct prediction about the lack of mass deportations impacting home builders.
- They discuss the potential effects of deportations in other sectors like agriculture.