

Logan Mohtashami on why the Fed is using housing as a sacrificial lamb
Nov 3, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 2min
How Far Off Are We From That Labor Market Number Turning?
02:24 • 2min
Is the Federal Reserve Really Trying to Get Away With More Rate Hikes?
03:57 • 4min
The Federal Reserve's Thinking About Home Sellers and Home Builders and Investors
08:21 • 3min
What's Happening in the Purchase Application Data?
11:08 • 4min
Is There a Higher Unemployment Rate?
15:35 • 2min
Is the Population Growth Falling?
17:33 • 3min
Jobless Claims Breaking Is Key
20:39 • 2min
The Fed Is Not Going to Sell Mortgage Back Securities, Right?
22:46 • 2min
The Fed Says the Housing Market Has Gotten Extremely Weak
24:35 • 3min
Housing in a Recession?
27:38 • 2min
The Federal Reserve Needs Higher Rates to Cool Down Housing
29:15 • 4min