Will mortgage rates go higher with Iran escalation?
Summary
HousingWire Daily features lead analyst Logan Modashami discussing the impact of the Iran conflict on mortgage rates and the housing market. Modashami argues that while the conflict pressures bond yields, much of the hawkish Fed policy is already priced in, capping worst-case mortgage rates around 7.25%. He also analyzes recent housing tracker data, noting that harder year-over-year comparisons will likely result in flat sales growth for the remainder of 2026.
Topics discussed
Intro and top 5 trending housing articles
Iran conflict escalation and oil price volatility
Bond market reaction vs oil prices and recession risks
Ad: Fund federal science and research
Fed policy, rate hikes, and worst-case mortgage rate scenarios
Hawkish Fed stance and impact on housing data
Housing tracker analysis and year-over-year comps
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