John Hill

John Hill, Head of U.S. inflation market strategy at Barclays, dives into the intricacies of mortgage rates and the Fed's influence. He discusses how lower Treasury yields are essential for reducing mortgage rates and examines the political pressures facing the Fed, including the impact of the White House's actions. Hill offers creative solutions like regulatory tweaks and Treasury buybacks to push down yields. While predicting mortgage rates remains challenging, he anticipates inventive policy moves ahead, making for an engaging conversation.