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Shelter Cools, Fed Cut Looms

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In this week’s Master the Markets, host and expert Bill Bodnar explains why softer rents (and owners’ equivalent rent at just 0.1% m/m) point to easing inflation — setting the stage for lower mortgage rates ahead. He also looks to Wednesday’s Fed rate cut and why a potential pause in quantitative tightening could be an extra tailwind for bonds and MBS, helping pricing and spreads.

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Published
Oct 27, 2025