Logan Mohtashami: Will spring housing demand pick up with mortgage rates this high?

Lead Analyst Logan Mohtashami analyzes housing data and trends, including the positive trend observed in the housing market despite high mortgage rates. He discusses the impact of mortgage rates on the market and the concern of becoming less dovish in the economic cycle. The episode also explores topics such as the Silver Tsunami, Wall Street, and the Federal Reserve's changing approach. Additionally, they delve into the inflationary impact of war and supply chain disruptions and highlight the likelihood of the core personal consumption expenditures rate falling below two percent in the near future.