Go to the Globe and Mail homepage

Jump to main navigationJump to main content


If U.S. housing’s back, where is lumber? Add to ...

Subscribers Only

ROB Insight is a premium commentary product offering rapid analysis of business and economic news, corporate strategy and policy, published throughout the business day. Visit the ROB Insight homepage for analysis available only to subscribers.

It is becoming increasingly difficult to square the sharp drop in lumber prices with the ongoing surge in U.S. home-builder stocks. U.S. housing sector fundamentals remain encouraging but the odds of disappointment appear to be rising along with U.S. mortgage rates.

Report Typo/Error

Follow on Twitter: @SBarlow_ROB


More Related to this Story


Next story




Most popular videos »


More from The Globe and Mail

Most popular