The good, the bad and the ugly are back for mortgage rates
Summary
Logan Modashami joins HousingWire Daily to analyze how a tentative Iran ceasefire and softer economic data helped lower the 10-year yield to 4.46%. The discussion covers the interplay between geopolitical risks, inflation metrics, and Federal Reserve rhetoric, highlighting Lisa Cook’s dovish stance. They also review housing market trends, noting stable jobless claims and volatile new home sales as the sector adapts to higher rates.
Topics discussed
Intro, sponsor, and top 5 trending stories
Iran ceasefire impact on 10-year yield and rates
Fed rhetoric, Lisa Cook, and rate hike expectations
Oil prices, inflation data, and Fed independence
Lisa Cook's integrity and path to lower rates
Jobless claims data and recession indicators
New home sales volatility and builder inventory
Outro, AI video debunking, and AI Summit promo
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