How we might avoid mortgage rate hikes this year
Summary
HousingWire Daily features lead analyst Logan Motoshami discussing the potential for the Fed to avoid multiple rate hikes in 2026. They analyze how falling oil prices and stabilizing labor data reduce inflationary pressures, countering earlier aggressive forecasts. The conversation highlights recent comments from Fed governors suggesting a more dovish stance, with only one rate hike potentially priced in.
Topics discussed
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Impact of falling oil prices on Fed rate hike expectations
Fed governors' recent comments on inflation and rates
10-year yield dynamics and market pricing
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Understanding 'priced in' rates and mortgage spreads
Labor market data and its influence on rates
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Revisiting the 'Labor over Inflation' thesis
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Jobless claims, demographics, and wage growth risks
Outlook for the second half of the year
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