lumber Tag

$200 Lumber?

26 Jan, by Knowledge Leaders Team in News

The last time 10 year TIPS derived breakeven inflation was this low in the autumn of 2010, lumber was around $200/ft.  The break in inflation expectations since last August suggests lower lumber prices are ahead....

Lumber has Entered a Bear Market

10 Jun, by Knowledge Leaders Team in Uncategorized

Lumber prices are now down nearly 21% from the December peak of $375/bft and are now trading at $297.6/btf. We’ve noted several times how lumber prices (a measure of the health of the US economy) have completely disconnected from stock prices, and today’s action confirms...

The Persistent Weakness in Lumber Continues

20 May, by Knowledge Leaders Team in Uncategorized

We’ve noted several times in the last few weeks the ongoing weakness in lumber prices here, here and here. We watch lumber prices because lumber, being a largely domestically produced and consumed resource, can give a good early indication of changes in domestic economic activity....