HousingWire Daily Inflation and the AI conundrum
9 snips
Feb 16, 2026 
Logan Mohtashami, a lead analyst known for housing and mortgage market commentary, breaks down recent inflation and interest-rate movements. He explores bond market behavior, varying Fed perspectives, and whether AI will reshape jobs. Short, clear takes on who might be affected and how labor trends interact with technology.
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Inflation Stayed Below Expectations
- Inflation trended slightly below estimates and isn’t breaking out to a runaway pace. 10-year yields have traded in a tight 30–35 basis point range since September, keeping mortgage rates roughly steady.
Bond Market Sees Softening, Not Collapse
- The bond market is pricing a softer labor market but not a collapse, keeping yields in a stable band. That reflects expectations of modest cooling in growth rather than dramatic shifts in rates.
Fed Views Are Deeply Split
- Fed officials differ widely: some want no further cuts while others see weakening labor and constant negative revisions. Those internal divides will shape how the Fed reacts to 2026 data.