HousingWire Daily Logan Mohtashami on inventory and mortgage spreads
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Jul 15, 2025 
Logan Mohtashami, Lead Analyst focusing on the U.S. housing market, dives into current housing inventory trends and how mortgage spreads are shaping the market. He discusses the impact of holiday weekends on real estate data and the significance of stable mortgage rates for existing home sales. The conversation also touches on potential changes to capital gains taxes and the ongoing political dynamics involving Jerome Powell. Mohtashami's insights shed light on the intricacies of housing market fluctuations and economic conditions.
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Holiday Impact on Housing Inventory
- Housing inventory fluctuations during holiday weekends are normal due to lower buyer activity.
- Reacting to such data without context often leads to misleading headlines about market collapse.
Mortgage Spreads Are Improving
- Mortgage spread improvements mean mortgage rates aren't as high as 10-year yields suggest.
- This counters predictions that mortgage-backed security spreads would worsen with Fed balance sheet reductions.
Data Over Drama Approach
- Logan Mohtashami once was roasted for bringing dry, data-heavy presentations to debates.
- He embraces boring data over sensationalism to provide accurate housing market insights.