HousingWire Daily Logan Mohtashami on tariff news and jobs week
7 snips
Mar 31, 2025 
Logan Mohtashami, a lead analyst specializing in mortgage and real estate trends, shares his insights on the impact of recent tariff announcements and job data. He discusses how tariffs could affect inflation, consumer prices, and job security in a volatile economy. The conversation also covers the relationship between mortgage rates and consumer sentiment, the intricate connection between labor data and employment rates, and the challenges faced by builders amid rising costs, all framed within the chaotic current economic landscape.
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Tariff Impact
- Tariffs on cars could increase inflation and weaken the economy.
- The Federal Reserve might raise inflation expectations if car prices increase and remain high.
Inflation and Market Reactions
- The Fed raising its inflation target could further impact rates and the economy.
- Bond markets react to inflation concerns by lowering yields and mortgage rates.
Rates, Tariffs, and Housing
- Lower mortgage rates offset increased costs from tariffs, supporting the housing market.
- Builders face tighter profit margins with elevated rates and material costs.