Rate Cuts, Politics & Pressure: Is the Fed About to Shift?
Update: 2025-07-18
Description
Mortgage rates are still high, refi applications are slowing, and the headlines are louder than ever—but is a major shift finally on the horizon?
In this latest episode of Market Shares, Tony Blodgett breaks down the latest CPI and PPI data, the Fed’s restrictive stance, and rising political pressure on Jerome Powell. With inflation cooling and job numbers weakening, is it time for the Fed to finally cut rates? And how will the political landscape—especially talk of a “shadow Fed” and Powell’s potential replacement—impact the mortgage and housing markets?
Backed by expert insights from voices like Barry Habib, Tony shares his take on why rates are likely higher than they should be—and what that means for loan officers, real estate pros, and homeowners alike.
📌 Topics We Cover:
📌 New episodes drop every Friday at 10 AM PT!
In this latest episode of Market Shares, Tony Blodgett breaks down the latest CPI and PPI data, the Fed’s restrictive stance, and rising political pressure on Jerome Powell. With inflation cooling and job numbers weakening, is it time for the Fed to finally cut rates? And how will the political landscape—especially talk of a “shadow Fed” and Powell’s potential replacement—impact the mortgage and housing markets?
Backed by expert insights from voices like Barry Habib, Tony shares his take on why rates are likely higher than they should be—and what that means for loan officers, real estate pros, and homeowners alike.
📌 Topics We Cover:
- 📊 CPI & PPI inflation reports and their real impact
- 📉 Market trends: rising rates, slowing sales, declining refis
- 🧑⚖️ Powell’s future and potential Fed replacements
- 🔁 Is a 50–100bps rate cut overdue?
- 🏛️ Political pressure, the “shadow Fed,” and debt servicing
- 🏡 How Fed decisions ripple into mortgage rates and affordability
- 🎯 Why now might finally be the turning point for rate relief
📌 New episodes drop every Friday at 10 AM PT!
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