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Housing Is Set To Crash (Maybe) With Lakshman Achuthan

Lead-Lag Live

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Is There a Cycle of Re-Openings in the Housing Sector?

I think housing seems to be confounding from a lot of perspectives here. Even when you look at market prices themselves, lumber has been unrelentingly weak since last year. So... But I think that the punchline is that it's still to the downside. There's no recovery that's going to be sustained in the housing sector for the time being. In 2020, right, we had a massive... Like basically, there's some sort of structural shift that seems to have occurred there.

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