Logan Modashami
Lead analyst at HousingWire who provides macro and housing market analysis, offering expertise on jobs data, mortgage rates, and bond market dynamics.
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Feb 12, 2026 • 19min
What the jobs data means for mortgage rates
Logan Modashami, lead analyst at HousingWire who studies macro and housing markets, breaks down January jobs and why mortgage rates hardly moved. He highlights sector concentration in healthcare, explains bond yield reactions, and outlines Fed thresholds that would change policy. The conversation covers risks like a jobs rebound, effects on existing-home sales, spreads, inventory, and affordability.
