HousingWire Daily Trump, Davos, Greenland and mortgage rates
16 snips
Jan 21, 2026 Logan Motoshami, a lead analyst known for his insightful commentary on mortgage rates and housing, dives deep into the current housing landscape. He explains how the 10-year Treasury and MBS spreads influence mortgage rates and discusses the recent yield spike connected to geopolitical events. They explore potential housing proposals from Trump, including 401(k) down payments, and examine current market volatility, inventory challenges, and a spike in demand as rates hover around 6%. Political timing and market reactions also take center stage.
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MBS Purchase Capped Rate Damage
- The MBS purchase acted more as a defensive cap than an offensive stimulus to rates.
- It limited mortgage-rate damage when the 10-year yield spiked, keeping rates nearer to 6% instead of above 6.3%.
AI Davos Photo Prank
- Logan used an AI Davos photo prank to show how easily people are fooled by images.
- He clarified he wasn't at Davos and warned listeners about trusting AI pictures.
Headlines Drive Bond Yield Volatility
- Tariff talk and geopolitical headlines can push the 10-year yield higher and spook markets.
- Europe talking about selling Treasuries or 'Godzilla' tariffs amplified yield moves and stock declines today.