CUT News and Press, Invesco MSCI Global Timber From 05/03/21

Lumber prices pushed further into record territory today, likely meaning that Weyerhaeuser (WY), Canfor (CFPZF) and other sawmill owners can expect even fatter profits than the record earnings they reported for Q1 2021 (I, II).Lumber futures (LB1:COM) for delivery later this month settled at ...

With greater clarity on the sustainability of the economic recovery, we also saw the opportunity set across markets broaden to include sectors beyond those seen as the primary beneficiaries of an economic reopening. As expected, the recovery hasn't been smooth sailing for all, with su...

Timber REITs, which were slammed at the outset of the pandemic, "caught fire" in late 2020 - both literally and figuratively - ending 2020 as the fifth best-performing REIT sector. Reignited by the red-hot U.S. housing market, lumber prices have soared to record-highs as insatiable de...

Boise Cascade's products are used in new residential construction and residential repair-and-remodeling projects, among others. Housing sales, new and existing, are robust, and there are supply shortages. Lumber prices increased in 2020. Boise Cascade shares recently hit ...

All five soft commodities move to the upside in Q4 as the sector posts a double-digit percentage gain. Cotton leads the way on the upside. Coffee and sugar move significantly higher. FCOJ is up over 8% but posts the most substantial gain in 2020. Cocoa is only slightly hig...

This bull market has been led by growth stocks, which is what we would expect from a strong dollar environment. The surge in growth stocks relative to value during the virus has been extreme. Like other domestic assets, US real estate has outperformed international. However, like EM s...

REIT Rankings: Timber REITs (Hoya Capital Real Estate, Co-Produced with Brad Thomas ) Timber REIT Sector Overview Timber REITs have figuratively and literally been "on fire" over the last six months, reignited by a rejuvenation in the suddenly red-hot U.S. housing market, wh...

Lumber futures ( LB1:COM ) jumped to all-time highs today, "exceeding previous highs by a moonshot" in a "parabolic, explosive move to the upside." More news on: Lumber Futures, Resolute Forest Products Inc., Rayonier Inc., Commodities news, Stocks on the move, News on ETFs, Read m...

The World Trade Organization sides with Canada in a decades-old dispute with the U.S. over lumber imports, ruling the Trump administration incorrectly claimed in 2017 that Canada was improperly subsidizing production. More news on: Canfor Corporation, Resolute Forest Products Inc., West...

Lumber futures closed yesterday at a record high , propelled by a do-it-yourself remodeling boom and resurgent home builders that caught saw mills by surprise, resulting in a supply squeeze . More news on: iShares S&P Global Timber & Forestry Index ETF, Invesco Exchange-Traded F...