HousingWire Daily Trump pivots to shadow boxing the Fed Chair
19 snips
Aug 14, 2025 
Logan Mohtashami, a lead analyst renowned for his insights on housing market trends and economic cycles, joins the discussion to unpack the recent drop in mortgage rates. He delves into how these low rates could stimulate home sales and explores the implications of Trump's strategies against Fed Chair Jerome Powell. The conversation also touches on the evolving landscape of interest rates, the influence of inflation, and the competitive dynamic within the Federal Reserve, all while adding a sprinkle of humor about their experiences at a recent AI Summit.
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Rates Dropped To Yearly Lows
- Mortgage rates have dropped to the lowest levels of 2025 and are trending down toward the 6% zone.
- Logan says lower yields plus improving spreads make sub-6% achievable and supportive for home-sales growth.
Spreads Drive Mortgage Rate Moves
- Mortgage spreads are the key variable that can move mortgage rates independently of the 10-year yield.
- Logan emphasizes spreads improving now make getting closer to normal, sub-6% mortgage rates more plausible.
Labor vs. Inflation Shapes Fed Odds
- Core CPI prints above 3% complicate the narrative but labor-market weakness keeps rate-cut hopes alive.
- Logan frames the current debate as labor-versus-inflation driving Fed expectations and market rates.