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Recent Articles

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Moody's: Red Sea ship attacks have delayed cargo and increased shipping costs, but impact on inflation is softened by weak demand, ample ship availability; rerouting ships around Africa is more expensive, but these costs are expected to normalize

Zacks names Trex, Boise Cascade, LP and Jeld-Wen as wood stocks to keep an eye on; wood building products industry has positive outlook amid favorable housing market conditions, increased funding for infrastructure and carbon/ESG-related projects

Moody's predicts solid 2024 for US homebuilders, sees new US home sales rising 5% this year on healthy job market and strong demand among millennials; average rate on 30-year fixed mortgage forecast to drop to 6.4% by Q4

Wells Fargo maintains Graphic Packaging's underweight rating, lifts target by US$1 to US$21 and raises 2024/2025 EPS estimates, noting near-term boxboard fundamentals remain challenged with concerns of widening spreads between US and international prices

Jefferies predicts India's stock market to more than double to US$10T by 2030; country set to overtake Japan and Germany and become world's third largest economy by 2027 amid tailwinds of consistent labor supply, improving institutional strength

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