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MacroVoices #327 Luke Gromen: Recession with Rising Yields is Entirely Possible

Macro Voices

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Home Builders Are Imminently Going to Be a Great Opportunity

Lumber prices are now approaching levels that we've seen both in two thousand 20 and two thousand 21 at the bottom and the range. Will be really interesting to see whether this is now going to be where, uh, at least some short term, uh support starts to be established. Most people are assuming that president bidon's promises to supply gas to europe are a short term m thing. I think we're actually headed towards a balancing, eventually, where us natural gas prices and european natural gas prices converge,. which would be at a much higher level.

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