Ep. 112 - Is the Fed's Policy Finally Working? | Market Update
In this episode, Quinton Harris analyzes the latest economic indicators showing that the Fed's interest rate hikes are starting to have an effect, including slightly lower inflation readings, increased jobless claims, and expectations that the Fed will pause rate hikes in December. Quinton believes this lag effect will continue, likely leading to lower rates in 2024 that could boost real estate and refinancing activity. He also warns about the escalating national debt and interest payments, which could handcuff the Fed's policy options. Overall, tough conditions for the economy now could set up an opportunity for rate relief and a mortgage rally in the coming year.
[00:00 - 05:32] - Lag effect of rate hikes still unfolding
[05:33 - 06:53] - Bond markets and mortgage rates reactions
[06:54 - 08:11] - Rising jobless claims signaling softening job market
[08:12 - 09:53] - Expectations for less job creation in December reports
[09:54 - 12:19] - Concerns over rapidly rising national debt and interest costs
[12:20 - 13:34] - Interest payments forecasted to hit $700B/year, complicating budget
[13:35 - 15:39] - Tough conditions now could set stage for rate relief and mortgage rally
Key Quote:
"What's good for the economy isn't necessarily good for mortgage interest rates and real estate” - Quinton Harris
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