Why housing inventory just turned negative
Summary
Host Sarah Wheeler and analyst Logan Motoshami discuss how the Iran conflict impacts mortgage rates, noting that stable oil prices suggest a deal remains possible. They analyze weekend tracker data showing housing inventory turning negative year-over-year, attributing the shift to improved affordability and wage growth. The episode also covers Berkshire Hathaway’s acquisition of Taylor Morrison and explains how mortgage spreads function to reduce volatility during geopolitical tensions.
Topics discussed
Intro and top trending housing stories
Iran conflict impact on oil and bond yields
Mortgage rate outlook if Iran deal concludes
Ad: Federal research for housing sector
Housing inventory turns negative year over year
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Market health, Florida data, and holiday effects
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Mortgage spreads and volatility dynamics
Integrating tracker data for market analysis
Jobs week preview and Fed rate cut expectations
Outro and Housing Wire AI Summit promo
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