

Logan Mohtashami: CPI data takes one rate cut off the table
Apr 11, 2024
Lead Analyst Logan Mohtashami discusses how CPI data impacts mortgage rates, analyzing two-year yield effects on rate cuts. Explains bond market connections to Fed decisions, stressing importance of tracking bond yields for mortgage lenders. Explores trends in new listings, jobless claims, and market dynamics.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Analyzing Two-Year Yield and Rate Cut Implications
01:48 • 7min
Explanation of Bond Market and Federal Reserve Relationship to Rate Cuts
09:05 • 2min
Understanding the Relationship Between Bond Yields and Rate Cuts
10:46 • 7min
Trends in New Listings and Mortgage Rates
17:47 • 8min