The hawks now own the Federal Reserve
Summary
Host and analyst Logan Motoshami discuss Fed Governor Chris Waller’s hawkish shift, signaling an end to rate cut hopes amid rising inflation and geopolitical conflict. The episode covers the White House’s concern over 10-year yields, stalled new construction, and the Zillow-MRED dispute. Motoshami argues that resolving the conflict is essential to stabilizing mortgage rates and oil prices.
Topics discussed
Intro, Sponsor, and Top 5 Trending Articles
Fed Governor Waller Turns Hawkish and Political Implications
Labor Market Data, Inflation, and Fed Break-Even Points
Oil Prices, Consumer Sentiment, and Conflict Resolution
Sponsor Message: Federal Research Institutions
Kevin Warsh's Dilemma and White House Yield Concerns
Sponsor Message: Estate Agent Growth
Mortgage Rate Outlook and Need for Conflict Exit Plan
Fed Dynamics, Geopolitical Drama, and Show Wrap-Up
Outro and HousingWire AI Summit Promotion
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