Logan Mohtashami, in a recent podcast, discusses the economic impact of a new president's executive orders on the housing market. Key focuses include the effects of potential tariffs on bond markets and mortgage rates, and the implications of an executive order aiming for emergency price relief in housing through deregulation. The speakers also consider the impact of immigration policies on the construction workforce and the overall economy. Ultimately, the discussion centers on the relationship between the 10-year Treasury yield, mortgage rates, and housing market activity, with the speakers emphasizing the significance of these economic indicators over political considerations. The speakers conclude that lower mortgage rates are the most effective way to improve housing affordability in the short term.

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