Weyerhaeuser: Lumber Prices Should Rise by 2026 - Beneficiary of Increased U.S. Homebuilding!

Since mid-December, we have been betting on a recovery of the U.S. housing market in our U.S. model portfolio, as the next FED chair is likely to advocate for an accommodative monetary policy. Moreover, U.S. President Trump is stimulating the sector with a plan to spend around $200 billion on purchasing mortgage bonds. Interest rates are expected to decline, making home ownership more affordable for the middle class. Currently, fixed 15-year mortgage rates are at 5.46% and 30-year rates at 6.16%. We are positioned in Weyerhaeuser , which has generated...