Logan Motoshami

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.

Logan Motoshami, lead housing analyst who tracks inventory, pricing and mortgage trends, joins to discuss the spring market. He outlines recent inventory shifts and why price forecasts were revised. He highlights pending sales, price‑cut patterns, regional variation, and how mortgage spreads are nudging demand.

Michael Morris, an entertainment and media analyst at Guggenheim, shares insights on Netflix's rising stock and profitability despite slowing subscriber growth. Angelica Peebles discusses CVS Health's leadership shakeup and its financial outlook. Steve Kovac analyzes Apple's impressive iPhone sales in China. John Stolfes offers predictions on the S&P 500, while Logan Motoshami delves into the housing market's stagnation. Emily Wilkins highlights the significant crypto spending in Ohio's Senate race, revealing the industry's political influence.