HousingWire Daily Logan Mohtashami on what he expects for this Fed week
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Jun 17, 2025 
Logan Mohtashami, a lead analyst known for his keen insights into housing and economic trends, shares his thoughts on the upcoming Federal Reserve meeting. He discusses how labor market data will shape monetary policy and what to expect regarding mortgage rates. Despite elevated rates, he highlights the resilience of homebuyer demand and the critical need for increased inventory. Mohtashami also unpacks the implications of current economic challenges, including inflation and rising oil prices, on the housing market's future.
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Labor Market Key to Fed Moves
- Labor market data is crucial for the Federal Reserve's decisions on rate cuts or hikes.
- The Fed should clarify labor market triggers to avoid repeating late rate cuts as in previous years.
Strong Demand Amid High Rates
- Mortgage demand remains surprisingly strong despite high rates nearing 7%.
- This year lays a healthier foundation for housing with sufficient supply and cooler price growth.
Focus on Mortgage Spreads
- Understand mortgage spreads as they influence mortgage rates and housing data.
- Expect spreads to improve with more Fed rate cuts and reduced market volatility.