This is the comeback bet on the U.S. housing market with a 3.6% dividend yield!
Starting in 2026, a new upswing in the U.S. housing market could begin with further declining interest rates. Weyerhaeuser as a wood supplier would be a winner!
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In 2026, Trump’s policies will remain in focus. In May, the term of FED Chairman Jerome Powell will end. U.S. President Trump is keen on appointing a future FED Chairman who supports an easy monetary policy. Therefore, Kevin Hasset and Kevin Warsh are being favored as candidates who represent this stance. Lower interest rates in the U.S. could provide fresh momentum to the construction sector and lead to more home purchases. The business of home builders is then poised for a new upswing. A winner would be the wood supplier, Weyerhaeuser. Weyerhaeuser...
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