HousingWire Daily Logan Mohtashami explains how tariffs and jobs data will impact mortgage rates
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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.
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Tariffs and Home Prices
- Tariffs on homebuilders could indirectly increase home prices by reducing new home supply.
- Existing homes become more valuable when fewer new homes are available.
Existing vs. New Home Sales
- The existing home sales market is significantly larger and more influential on inventory than the new home sales market.
- Shifts in existing home sales can quickly overshadow the impact of new home constructions.
Bond Yield Reversal
- Bond yields experienced a sharp reversal after dropping due to economic data and stock sell-off.
- This volatility suggests confusion among bond traders about the market direction.