HousingWire Daily The real story on housing inventory in 2025
15 snips
Sep 22, 2025 
Logan Mohtashami, Lead Analyst specializing in housing market trends, joins Editor in Chief Sarah Wheeler to dissect the intricate world of housing inventory. He tackles the implications of mortgage rates on supply and demand and clarifies misconceptions around Redfin's buyer-seller gap. Logan peeks into 2025, projecting inventory growth and discussing key metrics to monitor as market dynamics shift. His data-driven insights reveal the true story behind the evolving housing landscape.
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Yields Need Recession Signals To Fall Further
- Mortgage rates and the 10-year yield are heavily influenced by Fed policy and market expectations about recession.
- Mohtashami argues getting yields much below recent levels requires clear recessionary data, not just Fed talk of 'neutral.'
Watch Jobless Claims For Rate Cut Signals
- Monitor jobless claims as the key labor-market indicator that would justify Fed rate cuts and lower mortgage rates.
- Mohtashami emphasizes that breaking jobless claims is the last line of defense before significant policy easing occurs.
Chart Hysteria That Didn’t Predict Prices
- Logan recounts how Redfin's marketing-driven chart led internet doomsayers to predict a crash that never came.
- He finds it entertaining that many reacted without reading the underlying data and then blamed Redfin for 'fake' pricing.