HousingWire Daily

HousingWire
undefined
8 snips
Sep 30, 2025 • 25min

Why housing demand and pricing have firmed up

Logan Mohtashami, Lead Analyst at HousingWire, known for his expertise in housing economics and mortgage markets, discusses the recent uptick in housing demand and prices. He highlights that falling mortgage rates near 6% are invigorating buyer interest and facilitating market recovery. Logan emphasizes the importance of tracking weekly sales data for early market signals and explains how improved mortgage spreads are contributing to this positive trend. Finally, he touches on the resilience of household finances and the potential impacts of a government shutdown on the mortgage landscape.
undefined
10 snips
Sep 29, 2025 • 21min

How the stock market affects the housing market

Logan Mohtashami, a lead analyst focused on the housing market, discusses the intricate relationship between the stock market and housing. He explains how upper-income households use stock funds for spending, and emphasizes that housing demand is more linked to interest rates than stock fluctuations. The conversation touches on generational wealth in the stock market, critiques of Fed comments on home prices, and the impact of tariffs on construction costs. Logan also highlights concerns about a potential government shutdown affecting housing data.
undefined
8 snips
Sep 26, 2025 • 17min

Why existing home sales show back-to-back months of yearly growth

Logan Mohtashami, a lead analyst specializing in housing and mortgage markets, joins to discuss the recent surge in existing home sales. He explains how low year-over-year comparisons and purchase application trends have played a role. The conversation dives into the current economic landscape, covering mortgage spread dynamics and the implications of jobless claims on recession risks. Discussing potential government shutdowns, Logan highlights their impact on jobs and rates, offering insights into what to watch in the housing market moving forward.
undefined
16 snips
Sep 25, 2025 • 21min

The shocking jump in new home sales

Logan Mohtashami, Lead Analyst at HousingWire, dives into the significant surge in new home sales, attributing it to recent drops in mortgage rates. He reveals the impact of sustained sub-6% rates on buyer demand and builder behavior. Logan discusses the current state of builders' inventory, emphasizing why completed units are more telling than just permit counts. He also addresses how larger builders leverage rate buy-downs effectively and forecasts potential growth in existing home sales as the market stabilizes.
undefined
13 snips
Sep 24, 2025 • 18min

Are we headed into a recession?

Logan Mohtashami, a lead analyst known for his insights in housing and macroeconomics, joins to dissect recession risks. He outlines six critical recession red flags, particularly focusing on labor market indicators. The conversation delves into how past trade tensions have influenced growth and analyzes current credit conditions, especially in commercial real estate. Logan also explains how economic slowdowns typically lead to lower mortgage rates, as investment shifts toward bonds. His watchful eye on labor data reveals insights that could signal shifts in the economy.
undefined
8 snips
Sep 23, 2025 • 24min

No more rate cuts? Fed member notes 'robust' labor market

Logan Mohtashami, a lead analyst specializing in housing market data, joins to discuss the latest trends in inventory and purchase applications. He suggests that housing inventory may not have peaked yet. Logan highlights the Federal Reserve's focus on a strong labor market and their hesitation to cut rates despite economic pressures. He also shares insights on upcoming sales data and how mortgage rates impact builders, along with reflections on potential changes in Fed leadership.
undefined
15 snips
Sep 22, 2025 • 24min

The real story on housing inventory in 2025

Logan Mohtashami, Lead Analyst specializing in housing market trends, joins Editor in Chief Sarah Wheeler to dissect the intricate world of housing inventory. He tackles the implications of mortgage rates on supply and demand and clarifies misconceptions around Redfin's buyer-seller gap. Logan peeks into 2025, projecting inventory growth and discussing key metrics to monitor as market dynamics shift. His data-driven insights reveal the true story behind the evolving housing landscape.
undefined
6 snips
Sep 19, 2025 • 15min

Why mortgage rates rose after the Fed meeting, and what’s next

Logan Mohtashami, a lead analyst known for his insights into mortgage and housing market trends, joins Sarah Wheeler to discuss the recent fluctuations in mortgage rates following the Fed's actions. They delve into how Powell's remarks created market volatility and the unpredictable swings in yields. Mohtashami also outlines what’s needed for mortgage rates to dip below 6%, emphasizing the disconnect between the bond market and the Fed. Listeners gain valuable insights into the complex dynamics shaping today's housing market.
undefined
20 snips
Sep 18, 2025 • 29min

The Fed cuts rates, but sets job growth expectation to zero

Logan Mohtashami, a lead analyst known for his expertise in housing and mortgage markets, joins the discussion to unpack the Federal Reserve's recent interest rate cut. He highlights the Fed's cautious stance on job growth, signaling a target of zero job expansion amid a softening labor market. Logan also shares insights on how this cuts affect housing signals, noting early recovery signs as mortgage rates edge closer to 6%. Tune in for an engaging analysis of the intersection between monetary policy and the housing market!
undefined
11 snips
Sep 17, 2025 • 33min

Why the partnership between Realtors and LOs is more important than ever

Logan Mohtashami, known as the Chart Daddy and a housing economics expert, joins Kamini Lane, President and CEO of Coldwell Banker Realty, and Dave Dickey, CEO of Guaranteed Rate Affinity, for a deep dive into the evolving partnership between realtors and loan officers. They discuss navigating current market challenges, the need for shared knowledge and education, and the importance of collaboration in enhancing the home buying experience. Insights on mortgage rates and a focus on consumer education highlight strategies to empower buyers in today’s competitive landscape.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app