HousingWire Daily Logan Mohtashami: Takeaways from the Fed meeting
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Mar 20, 2025 
Logan Mohtashami, a lead analyst known for his sharp insights on the Federal Reserve, provides a deep dive into the implications of the recent Fed meeting. He unpacks Jerome Powell's comments on mortgage rates and forecasts for unemployment and growth. Listeners will discover optimism for the housing market amidst economic shifts, trends in mortgage applications, and the significance of tracking inflation and labor data. Mohtashami also discusses how political dynamics affect the housing sector, shaping mortgage rates and policy decisions.
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Positive Fed Signals
- The Fed raising the unemployment rate target signals their awareness of potential economic slowdown.
- This, coupled with slowing quantitative tightening, is positive for the mortgage and real estate industry.
Potential for Lower Rates
- The Fed's adjusted unemployment target and lowered growth forecast suggest potential for lower interest rates.
- This gives the 10-year yield room to decrease, benefiting the market.
Housing Market Recovery
- Positive year-over-year purchase application data indicates a recovering housing market.
- Lower mortgage rates could further stimulate demand and market growth.