From Our Economists
Expect Mortgage-Rate Volatility Amid Uncertainty Heading Into Warsh’s 2nd Meeting as Fed Chair
This Week In A Nutshell: Rates are elevated and likely to remain volatile with risks on three fronts: oil prices, AI-driven inflation, and a newly
Mortgage Rates to Fall as Cooler-Than-Expected Inflation Report Lowers Odds of a July Fed Rate Hike
Takeaway: Rates will fall today after an unexpectedly soft CPI inflation reading that will keep the Fed from hiking at the July 29th meeting. Inflation
Gen Z Is Creating A New Path To Prosperity
This piece was originally published on Forbes on June 8, 2026. Gen Z is coming of age in an economy where the traditional path to
Congress Takes Historic Step on Housing Affordability with Bipartisan ROAD to Housing Act
Passed unanimously out of the Senate Banking Committee, the ROAD to Housing Act embraces solutions to the housing affordability crisis like zoning reform and streamlining
Mortgage Rates Likely to Stay High For Now as Markets Digest Warsh’s First Fed Meeting
Takeaway: He’s no one’s sock puppet! Now that Kevin Warsh has the job, he’s ready to make changes. It will take markets a while to
Markets Eye Strait of Hormuz Reopening and Warsh’s First Fed Meeting as Key Tests This Week
This Week In A Nutshell: It’s going to be a big week with an announced deal that may open the Strait of Hormuz by Friday
Trump Orders $200B Mortgage Bond Buy, Which Will Likely Nudge Rates Down Slightly to 6%
The ultimate impact of such a move would likely be limited because this would be a relatively small asset purchase program, by historical standards. President
Banning Corporate Landlords Won’t Fix the Housing Affordability Crisis. Building More Homes Just Might.
This piece was originally published to Forbes on March 4, 2024. President Trump has proposed a ban on big institutional investors buying single-family homes. A
Redfin Economists’ Weekly Take: First Jobs Report of 2026 Could Impact Mortgage Rates
This Week In A Nutshell The first jobs report of 2026—and the first “normal” report post-government shutdown—will be published on Friday. We’ll be on the
Redfin Economists’ Weekly Take: Mortgage Rates Remain Steady Despite Problematic Inflation, Jobs Reports
This Week In A Nutshell Mortgage rates are flat despite a much lower than expected inflation report and slightly weak jobs report last week
Mortgage Rates Stay Relatively Flat After Noisy Inflation Data
Takeaway: Core CPI inflation came in at 2.6% year over year, much lower than consensus expectations of 3.0%. That’s the largest difference between expectations and
Mortgage Rates Likely to Remain Unchanged Following Mixed October, November Jobs Data
October and November jobs data came in cooler than expected, but the long government shutdown muddies the waters. The jobs report alone won’t push the
