Positive housing demand is reducing inventory growth
Summary
HousingWire Daily host Sarah Wheeler interviews lead analyst Logan Motoshami about housing demand, inventory trends, and the impact of geopolitical conflicts on mortgage rates. They discuss how the market has remained resilient despite rate shocks, debunking headlines of a price crash by highlighting stable inventory levels and wage growth. The episode also covers upcoming inflation data, Federal Reserve policy shifts, and the significance of new listing metrics for predicting future market conditions.
Topics discussed
Intro, sponsor, and market context with Logan Motoshami
Housing demand resilience and inventory equilibrium shift
Debunking home price crash headlines with data
Existing home sales, pending contracts, and rate impacts
Price growth comps, new listings, and seller demographics
Sponsor message: Federal research and housing sector
Geopolitics, Fed policy, tariffs, and bond yields
Spring season peak, new listings trends, and historical context
Upcoming inflation data and Fed governor speeches
Outro and Housing Wire AI Summit promotion
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