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HousingWire Daily
Logan Mohtashami explains how tariffs and jobs data will impact mortgage rates
Mar 7, 2025
Logan Mohtashami, Lead Analyst known for his insights on mortgage rates and economic indicators, joins the discussion. He delves into the impactful relationship between tariffs and housing dynamics, specifically how they affect homebuilder strategies. The conversation also highlights recent job data and its implications for mortgage rates in a fluctuating economy. Mohtashami sheds light on resilient trends in mortgage applications and the potential for improved housing market demands as rates stabilize.
31:28
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Quick takeaways
- Tariff policies are creating unpredictability for homebuilders by raising lumber prices, which could lead to increased home prices and reduced affordability.
- Recent job market fluctuations indicate potential resilience in the broader economy, but heightened unemployment could provoke stricter Federal Reserve scrutiny on labor conditions.
Deep dives
Impact of Tariffs on Homebuilders
Current tariff policies are causing significant uncertainty for homebuilders in the housing market. As lumber prices rise due to tariffs, there is concern that home prices may increase, affecting the overall affordability of new homes. Builders are facing challenges as mortgage rates remain elevated, making it difficult to manage production costs and maintain confidence in issuing new permits. This complicated landscape is leading to mixed sentiments in the new home sales market, which remains distinct from the existing home sales market where inventory levels are more critical.
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