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EP 56: Reports from Asia and Europe with Russ Taylor
Manage episode 386865415 series 3511585
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In this milestone episode of "The Lumber World," we're privileged to have Russ Taylor from Russ Taylor Global as our special guest. Fresh from his travels in Europe and Asia, Russ brings a wealth of knowledge on global production costs, the intricate movement of lumber, and his forecast for the upcoming year.
But that's not all! The crew delves into the latest New Home sales and the Case Shiller housing index, providing a comprehensive analysis of their impact on the lumber market. A surprising revelation surfaces – Southern Yellow Pine is now up against the cost of production. The burning question arises: Are more curtailments on the horizon, and what undervalued and basis opportunities does this situation present?
Shifting focus, we explore the current landscape of repair and remodel trends, unraveling insights that could shape the future of the lumber industry. The team also delves into the potential drop in interest rates in Q1, with Gregg offering a compelling response that's not to be missed.
Excitingly, listeners are actively participating by calling in weekly to suggest new content and provide feedback. If you're looking to enhance your intelligence and gain perspectives from traders navigating the daily challenges of the lumber trenches, this episode is a must-listen.
Join us for a captivating discussion that encapsulates the breadth and depth of the lumber industry. Drop your questions or comments in the feed, and let's make this anniversary episode of "The Lumber World" one to remember!
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