On today’s episode, Editor in Chief Sarah Wheeler talks with Lead Analyst Logan Mohtashami about inflation, the Fed and existing home sales. Related to this episode: Inventory is down year over year, but months of supply says the market is functioning HousingWire | YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ HousingWire Mortgage Banking Summit – October 1 More info about HousingWire Top 5 Trending: ‘Sounds like competition to me’: Sizing up Google’s real estate play at the AI Summit AI agents could dominate home search, Lower and HouseCanary CEOs say Two Harbors calls UWM lawsuit ‘frivolous,’ slams management for $600M hedge loss What Better’s CEO swap means for its future Mortgage insurers face larger safety net rule for VantageScore 4.0 Want more from Sarah? Don’t forget to subscribe! The HousingWire Daily podcast brings the full picture of the most compelling stories in the housing market reported across HousingWire. Each morning, listen to editor in chief Sarah Wheeler talk to leading industry voices and get a deeper look behind the scenes of the top mortgage and real estate.

Will the inflation report change the Fed’s mind on rate hikes?

HousingWire Daily 

The mortgage industry doesn't run on promises. It runs on ICE's proven AI-supported ecosystem that was built for every market cycle. Designed for what's next, powered by ICE. Visit icemortgagetech.com for more. Welcome, everyone. My guest today is lead analyst Logan Mohtashami to talk about inflation, the Fed, and existing home sales. Before we dive in, here are the top five trending stories on HousingWire.com.

The first story is sizing up Google's real estate play at the AI Summit, followed by AI agents could dominate home search. Then we have two harbors cause UWM lawsuit frivolous. And what better leadership change could mean for neo-home loans and AI? Finally, mortgage insurers face larger safety net rule for Vantage Score 4.0. Okay, we're ready to go. Logan, welcome to the podcast.

It is wonderful to be here. It is CPI inflation week with conflict week and existing home sales. And of course, the theme of 24 still continues. But today, we're going to kind of go over the big inflation report that the Federal Reserve was hanging a lot of their hats on for a September rate hike. And also talk about the existing home sales report and inventory being down year over year. It's nice to have something to talk about that's not the Iran conflict. So let's dive into the inflation report.

So it's a very interesting setup for this because the irony is, you know, a few weeks ago, Christopher Waller came out and said, oh, July rate hike is on the table if the inflation data is hot. Like if the CPI is hot, we're going to do it, man. We're going to do it. We're going to hike rates. So kind of since that timeframe, the growth rate of inflation has been tamed.

Will the inflation report change the Fed’s mind on rate hikes?

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Will the inflation report change the Fed’s mind on rate hikes?

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.