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The David Lin Report · Monday, July 13, 2026

Supply and demand, not just central bank policy, drive mortgage rates

Ron Butler explains that while central bank policies influence interest rates, mortgage rates are more directly driven by supply and demand dynamics in the market. He indicates that factors beyond official policy rates play a significant role in their movement.

The tape

2 quotes
Rates follow demand and supply more than they follow central bank policy rates. Is that true?
David Lin
It is true. Uh, there has to be some kind of inflationary relationship to the Fed. Uh, it's unavoidable, but yeah, you're right. It's a supply and demand issue.
Ron Butler
Heard on The David Lin Report — “Housing Is Now Crashing: No Rebound For 18 Months Warns Expert | Ron Butler, published Monday, July 13, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via Gemini audio transcription · $0.02
Supply and demand, not just central bank policy, drive mortgage rates — Heardvine