HousingWire Daily The economic signals for the 2026 housing market
7 snips
Dec 2, 2025 
Logan Mohtashami, a lead housing analyst known for his sharp insights into mortgage and real estate data, joins to share predictions for the 2026 housing market. He discusses how December housing data sets the stage for the future and the importance of cautious interpretation of holiday trends. Logan explores the implications of current demand, the effects of adjustable-rate mortgages on builders, and the significance of improving mortgage spreads. Rising inventory and slower price growth are also positive signs for a healthier market.
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Viral AI Photo Highlighted Secondary Effects
- Logan's AI Stranger Things image went viral and drove nearly 10 million views and many new followers.
- He used the virality to observe secondary effects like follower growth and marketing reach.
December Weeklies Signal 2026 Momentum
- December's forward-looking weekly data can reveal early momentum for 2026 housing demand.
- Positive week-over-week purchase applications with rates near 6% signal a healthier start to 2026.
Duration At ~6% Matters More Than One-Off Dips
- Holding mortgage rates around 6% with duration creates a more stable housing recovery.
- Past rebounds failed when rates spiked back toward 7%, so sustained lower rates matter more than momentary dips.