HousingWire Daily Logan Mohtashami on tariffs and housing inventory
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Jul 29, 2025 
Logan Mohtashami, a Lead Analyst with a deep understanding of housing market dynamics, shares insights that dissect the complex interplay between tariffs and housing inventory. He discusses how proposed tariffs could affect consumer prices and mortgage rates, as well as their inflationary implications. Mohtashami also analyzes recent trends in housing inventory, noting how stable mortgage rates might influence buyer behavior and market dynamics. His predictions hint at potential shifts in demand and supply within the evolving housing market landscape.
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Tariffs as Price Adjustments
- Tariffs act like a one-time price adjustment that affects inflation modeling.
- The Federal Reserve focuses on service-driven inflation, which tariffs influence less directly.
Fed's Tariff Consideration
- The Federal Reserve must monitor tariffs closely as they influence inflation and monetary policy decisions.
- Tariffs may delay interest rate cuts as they keep inflation from falling as fast as otherwise.
Slowing Housing Inventory Growth
- Housing inventory growth is slowing after a year of strong increases.
- Raw inventory data, excluding pending contracts, gives a clearer picture of market availability.