Today’s podcast, recorded last Friday, discusses why hawks now run the Fed, and Waller sealed the deal on no rate cuts in 2026 while the conflict continued. However, it also went into many variables that occurred last week, which led me to say that last week was the week when the market really forced this conflict to end on Friday morning.
I wrote on this topic and included numerous points on how Waller became a Hawk. If you’re interested in a discount on a HousingWire subscription, which includes access to the Housing Tracker data for any state, city, or neighborhood, you can use the code Podcast20
“If you know the enemy and know yourself, you need not fear the result of a hundred battles.” — Sun Tzu
Logan Mohtashami is a Lead Analyst for Housing Wire, covering the U.S. economy with a specialization in the housing market.