HousingWire Daily Positive housing demand and what to expect from Fed week
7 snips
Jan 27, 2026 
Logan Mohtashami, a lead analyst on housing and mortgage market dynamics, offers a data-driven take on rising demand and inventory trends. He discusses seasonal effects on early-year data, why sellers becoming buyers improves market flow, price-cut seasonality, and what Fed week and bond moves mean for rates and housing demand.
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Strong Start To The Year
- The year started with the strongest housing demand in several years, driven by lower mortgage rates and rising pending sales.
- Durable improvement since mid-June 2025 suggests a healthier spring market once weather disruptions clear.
Adjust For Weather And Holidays
- Expect weekly data to be distorted by major weather events and holidays and adjust your interpretation accordingly.
- Wait for seasonally adjusted data after storms clear before drawing firm conclusions about market direction.
Inventory And Price-Cut Normalization
- Active inventory growth fell from triple digits to single digits and price-cut percentages are moving back toward normal levels.
- When rates stabilize near 6%, the transaction flow improves because sellers become buyers in a functioning market.