HousingWire Daily Logan Mohtashami on Trump’s home price remarks and Kevin Warsh
9 snips
Feb 2, 2026 
Logan Mohtashami, lead housing analyst who tracks home prices, yields and mortgage dynamics. He says home prices follow supply and demand, not presidential comments. He explains how markets adjust, affordability and recent demand shifts. He also discusses Kevin Warsh’s nomination, limited 10-year yield reaction, and why labor and inflation data drive rates.
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Home Prices Follow Supply And Demand
- National home prices only fell materially when housing credit collapsed and distressed inventory surged.
- Logan Mohtashami argues presidential statements don't move prices; supply and demand does.
Affordability Would Show Through Market Signals
- Affordability problems would show up as crashing sales, rising inventory, and longer days on market.
- Since demand picked up as rates eased, Logan says affordability isn't as catastrophic as some narratives claim.
Endure Instead Of Chasing Quick Fixes
- Endure the current market rather than chasing quick policy fixes or attempting risky purchases.
- Logan recommends waiting out the cycle instead of forcing affordability solutions that undermine personal finances.