HousingWire Daily The next Fed chair
22 snips
Oct 13, 2025 
In this discussion, Logan Mohtashami, a lead analyst specializing in housing and mortgage markets, shares his insights on the potential candidates for the next Fed chair. He analyzes how a successor's appointment could reshape market expectations and Fed policy. The conversation dives into the reasons behind recent inflation trends and the impact of the housing market, reviewing purchase application data and its significance for future recovery. Logan also highlights the importance of using real-time data for accurate housing forecasts.
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Next Fed Chair Likely More Dovish
- Logan Mohtashami expects the next Fed chair will be more dovish than Jerome Powell.
- He views Christopher Waller as a strong pick but suspects Trump might favor Kevin Hassett.
Fed Chair Shapes Forward Guidance
- Naming a new Fed chair early changes forward guidance and market expectations.
- Logan stresses the chair steers messaging that influences bond markets and mortgage rates.
Fed Uses Commentary To Influence Bonds
- The Fed uses public commentary as forward guidance to influence bond markets.
- Logan highlights Fed remarks reacting when mortgage rates approach 6% to slow bond-driven rate declines.