Will the next Fed move be a rate hike?
Summary
Lead analyst Logan Motoshami joins HousingWire Daily to analyze the latest jobs report, noting labor market stabilization from a low base. He discusses how rising oil prices and inflation may embolden Fed hawks, though he expects mortgage rates to remain in the 5.75%–6.75% range due to political constraints on rate hikes. The episode also covers the impact of elevated energy costs on consumer sentiment and real wages.
Topics discussed
Intro, sponsor, and 'Chart Daddy' banter
Jobs report analysis and labor market stabilization
Fed policy, inflation, and the impact of geopolitical conflict
Mortgage rates, 10-year yields, and Fed internal dynamics
Rising oil prices, real wages, and consumer sentiment
Timing of potential rate hikes and wage growth targets
2026 mortgage rate outlook and closing remarks
Listen ad-free on Castria