HousingWire Daily Logan Mohtashami with a Fed meeting preview
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May 7, 2025 
Logan Mohtashami, a lead analyst with expertise in housing market trends, joins the show to dissect the upcoming Federal Reserve meeting. He highlights how critical economic data influences interest rates and mortgage markets. The conversation delves into labor market stability and potential recession fears, as well as the impact of technological advancements in appraisals. Logan also sheds light on the intertwining of U.S.-China trade relations and its economic repercussions, making it a must-listen for anyone navigating today's financial landscape.
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Fed's New Focus on Labor Market
- The Fed is shifting focus from past economic data to future labor market conditions and inflation expectations.
- Powell aims to avoid preemptive rate cuts until clear labor market weakness appears, reflecting elevated inflation concerns.
Watch Fed's Labor Market Response
- Listen for Fed guidance on responding to labor market weakness as a key indicator for future mortgage rates.
- Lower rates depend on the Fed acting preemptively if jobless claims rise and economic data weakens.
Key Economic Data for Rate Cuts
- Jobless claims and consumption data are pivotal metrics for the Fed in gauging economic health.
- Subsector layoffs, like dock workers, won't alone trigger a rate cut; broad economic weakening is necessary.