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Forest2Market: 2022 predictions for global forest industry include Southern log market to pick up steam, North American softwood lumber market to remain volatile, US housing starts to be flat, forest industry in Pacific Northwest will continue to tighten

Jefferies: US housing starts stuck in 'sideways channel' for much of 2021, but number of total units under construction keeps rising; this suggests projects are taking longer to finish amid labor/product shortages, and bottlenecks don't seem to be easing

RBC Capital: November US housing data viewed as positive, as housing starts and permits both beat expectations, and Canadian housing starts also trending upward; building material sales up 9.3% year-over-year, and up 29.6% relative to 2019 levels

CIBC: US housing starts higher than expected in November, up 12% month-over-month, while building permits also beat estimates and rose 4%; builder confidence strengthened in December, despite production bottlenecks and lot/labor constraints

Privately‐owned US housing starts in November at seasonally adjusted annual rate of 1,679,000, up 11.8% from revised October level, 8.3% year-over-year; building permits up 0.9% annually to 1,712,000, completions up 3.1% to 1,282,000: Dept. of Commerce

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