Mortgage spreads keeping rates under 7%
Summary
HousingWire Daily host Sarah Rilla interviews lead analyst Logan Motoshami about recent inflation data, the 10-year yield, and mortgage rates. They discuss how Middle East conflicts and improved mortgage spreads are currently outweighing economic indicators in driving market trends. The conversation also covers the political implications of Kevin Warsh’s Fed confirmation and the disproportionate impact of inflation on renters versus homeowners.
Topics discussed
Intro, sponsor, and host banter
Inflation data, 10-year yield, and Fed policy
Impact of mortgage spreads on rates
Sponsor message: Federal research
Fannie Mae, Freddie Mac, and Fed leadership
Middle East conflict and economic uncertainty
Sponsor message: Estate Agent Growth
Grocery prices, renters vs. homeowners
Outlook on bond yields and PPI data
Outro and AI Summit promotion
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