Fed Rate Cuts, Jobs Data & 30-Year Mortgages: What’s Next for Interest Rates? (with Dan Habib)
Update: 2025-09-26
Description
The Fed just made a surprise “risk management” rate cut — but why are mortgage rates acting differently than expected? 🤔 In this episode of Market Shares, Tony Blodgett sits down with Dan Habib to break down the September Fed meeting, Stephen Mirren’s controversial DOTS plot, inflation vs. labor concerns, and the critical October 3rd jobs report.
If you’re wondering whether mortgage rates could drop to 6% or high 5s, how labor market changes and visa policies impact the economy, and what to expect for homebuyers and refinancers, this is the analysis you need.
📌 Topics We Cover:
📌 New episodes drop every Friday at 10 AM PT!
If you’re wondering whether mortgage rates could drop to 6% or high 5s, how labor market changes and visa policies impact the economy, and what to expect for homebuyers and refinancers, this is the analysis you need.
📌 Topics We Cover:
- September Fed meeting recap & Powell’s press conference
- Why mortgage rates rose despite the Fed’s 0.25% cut
- DOTS plot breakdown & Fed member divisions
- Inflation vs. labor market risks: what drives policy
- Weak job data, BLS revisions & the new Chicago Fed “CHURN” indicator
- Fed’s “risk management” cut explained & potential for 1–2 more cuts
- October 3rd jobs report: why it could move the market
- Mortgage spreads, long-term rate forecasts & potential 30-year rate drops
- Impact of low rates on refinancing vs. new home purchases
- How immigration & labor force changes influence the Fed’s decisions
📌 New episodes drop every Friday at 10 AM PT!
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