Can Trump get lower mortgage rates with Warsh at the Fed?
Summary
Host and lead analyst Logan Motoshami discuss the Federal Reserve’s recent meeting, analyzing Kevin Warsh’s hawkish stance and the potential removal of forward guidance. They debate mortgage rate forecasts, arguing that spreads keep rates under 6.75% despite inflation concerns. The episode also covers housing starts, emphasizing that financial incentives, not just zoning reforms, are needed to boost construction.
Topics discussed
HousingWire AI Summit promotion
Introduction and top trending articles
Guest welcome and Fed meeting recap
10-year yield analysis and Walsh's stance
Kevin Walsh's hawkish tone and dual mandate
Market volatility and forward guidance
Removing dot plots and market learning curve
Rate hike probabilities and mortgage rates
Wage growth, inflation, and wealth effects
Inflation as a choice vs. economic growth
Mortgage rate forecast and daily trading
HousingWire app subscription offer
Housing starts decline and zoning myths
Financial incentives for housing construction
Fed committee dynamics and closing remarks
Listen ad-free on Castria