Logan Mohtashami

Ivy Zelman, a renowned housing market analyst, joins Logan Mohtashami, a leading analyst known for his insight into economic recovery, and Dale Wettlaufer, an investment strategist at Bleecker Street Capital. They deep dive into current market chaos dominated by high mortgage rates and affordability issues. The trio discusses the implications of rising home inventories, the challenges of interest rates, and the housing affordability crisis facing young adults. They also evaluate how recent acquisitions might influence the industry's future.

Join Logan Mohtashami, Lead Analyst at HousingWire, as he unpacks the future of housing inventory and home prices, offering expert insights into market dynamics. He discusses the shifting landscape since mid-June and the impact of mortgage rates on buyer behavior. The conversation delves into seasonal trends affecting home sales and the importance of monitoring economic indicators. Plus, get a glimpse of how upcoming remarks from Fed Chair Powell may influence the housing market and economic outlook through 2025.

Logan Mohtashami, a Lead Analyst known for insightful economic analysis, joins to discuss the current inflationary landscape and its impact on mortgage rates. He illustrates how rising inflation complicates home buying decisions and underscores the influence of 10-year yields. The conversation dives into labor market trends and their effects on bond pricing, shedding light on anticipated rate cuts. Listeners will also gain valuable insights on how the Federal Reserve’s actions shape current and future mortgage dynamics.

Logan Mohtashami, Lead Analyst at HousingWire, discusses surprising trends in housing inventory and the approaching inflation week. He reveals how lower mortgage rates may unexpectedly influence inventory levels and emphasizes the fluctuating relationship between these rates and market supply. The conversation also touches on seasonal trends that could skew perceptions of the market and explores the implications of the upcoming IPOs of Fannie Mae and Freddie Mac, shedding light on potential shifts in the housing landscape.

Logan Mohtashami, a lead analyst with deep insights into job markets, discusses the implications of the latest jobs report for 2025. He dives into key indicators like employment trends and unemployment forecasts, linking them to the broader economic landscape and mortgage rates. The conversation also tackles how demographic shifts impact labor force growth and housing affordability. Mohtashami further analyzes the effects of federal policies on home purchasing and highlights the contrast in housing dynamics across popular states.

Logan Mohtashami, Lead Analyst, shares his expertise on the housing market and mortgage rates. He discusses the recent surge in new home sales and how Treasury Secretary Bessent's remarks could positively influence the bond market. The conversation navigates the challenges of builder confidence versus actual sales, while also examining the impact of mortgage rates and inventory issues. Mohtashami dives into how data-driven technologies are reshaping appraisals and the broader economic factors affecting mortgage rates amid volatility.

Logan Mohtashami, Lead Analyst known for his real-time economic insights, discusses mortgage rate movements amid recent market chaos. He breaks down the impact of inflation on the labor market and shares his views on Fed policy shifts. Mohtashami also tackles recession risks, revealing both challenges and positive signs in the housing market. He emphasizes the significance of key indicators like retail sales, while reassuring listeners that market disruptions are often temporary. This is a must-listen for anyone navigating economic uncertainty.

Logan Mohtashami, a leading analyst known for his sharp insights on housing and economic trends, discusses the complex interplay of tariffs and mortgage rates with Editor in Chief Sarah Wheeler. He reveals how Trump’s tariffs are surprisingly driving mortgage rates lower, despite significant job report influences. The conversation delves into how this affects housing demand and home builder confidence, while also addressing recent shifts in credit markets and economic data. It's an engaging look at the unpredictable dynamics shaping the real estate landscape.

Logan Mohtashami, Lead Analyst and housing market expert, discusses the current state of home builders and new home sales. He delves into the relationship between mortgage rates and builder confidence, and how economic trends shape the market. Logan emphasizes the challenges builders face, including inventory issues and tariffs, while also highlighting the complexities that lie beyond simply increasing home construction. He advocates for smarter strategies and potential government intervention to address the ongoing housing supply crisis.

Logan Mohtashami, a lead analyst renowned for his insights on housing market trends and economic cycles, joins the discussion to unpack the recent drop in mortgage rates. He delves into how these low rates could stimulate home sales and explores the implications of Trump's strategies against Fed Chair Jerome Powell. The conversation also touches on the evolving landscape of interest rates, the influence of inflation, and the competitive dynamic within the Federal Reserve, all while adding a sprinkle of humor about their experiences at a recent AI Summit.