

Logan Mohtashami on how Trump’s executive orders impact housing
10 snips Jan 22, 2025
Logan Mohtashami, a leading housing market analyst, shares insights on President Trump’s executive orders and their implications for housing. He discusses how tariffs affect bond traders and housing prices, while stressing the need to reduce mortgage rates for buyer affordability. Logan emphasizes the roles of builders and mortgage entities in navigating these changes and warns about labor market dynamics impacting homebuilding. With a humorous touch, he advocates for a data-driven perspective, separating economic analysis from the political drama.
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Tariff Impact on Bond Market
- Bond traders reacted to President Trump's executive order on tariffs, causing a drop in the 10-year yield.
- This impacted mortgage pricing positively, offering slightly better rates.
Impact of Deregulation on Housing Costs
- Trump's executive order aims to lower housing costs by reducing regulations, impacting new home construction.
- This doesn't guarantee lower home prices, but gives builders more profit margin.
Mortgage Rates and Affordability
- Lower mortgage rates are the most effective way to make existing homes more affordable.
- Government actions won't significantly change the housing market equilibrium.