Logan Mohtashami's housing market framework, explained
Logan Mohtashami built his housing market framework out of frustration with online “doom porn.” In this episode, HousingWire's lead analyst walks Zeb Lowe through how it actually works: why the 10-year yield and mortgage spreads matter more than the Fed funds rate, which labor data he watches first, and how he reads purchase apps, pending sales, inventory, and price cuts to judge pricing power. He also makes the case that today's market is structurally healthier than the 2000s bubble, thanks in part to 2005 bankruptcy reform and post-2010 QM rules. Plus, what he's watching for the rest of the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.