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[U1] Up Next,Trump Says We Have A WW Problem Of Missing Children,Crimes Against Humanity – Ep. 3712

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Manage episode 501252574 series 2857963
Content provided by X22 Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by X22 Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureThe windmills in NJ are making electricity expensive, they are killing the economy in NJ and the people are paying the price. The [CB] is continuing the pressure of higher rates, which is slowing down the real estate industry, and the lumber industry is suffering. Trump will use the [CB] fiat currency to rebuild the US. The [DS] is now sending messages, they will resist but it will not work. Trump lets us know that U1 and the CF are now entering the picture. Trump sends a message that we have a world wide problem with missing children. He is beginning the narrative, this will lead to the pedo networks, child trafficking. The players are the same and it is now expanding. Trump is the storm, he is now showcasing all the crimes the [DS] has committed. These people are sick, crimes against humanity. Economy https://twitter.com/onechancefreedm/status/1957517597328712012 commitments. We’ve seen this before. In 2006–07, lumber collapsed long before the housing bust became obvious. In 2021–22, lumber’s spike and crash captured the whiplash of pandemic stimulus meeting Fed tightening. Today’s drop, back under $600, is telling us not just about oversupply but about fading demand in an economy where mortgage costs remain restrictive and liquidity is being drained. There’s also a market structure angle. Commodities like lumber usually run ahead of official data: the PMI slowdown, weakening credit surveys, and leveraged ETF outflows are all now echoing the same caution. Lower lumber prices might look like disinflation on paper, but if the driver is demand destruction, that’s recessionary, not bullish This is the kind of signal markets often ignore until it’s too late: a quiet commodity screaming that growth is slowing, leverage is retreating, and the cushion of speculative appetite is gone. When builders stop buying wood, it’s about the whole cycle losing momentum. 1. High Interest Rates Suppressing Housing and Construction DemandHigh interest rates have been a primary driver of the lumber market's contraction by cooling the U.S. housing sector, which accounts for a significant portion of lumber consumption (e.g., framing for new homes). Elevated rates make mortgages more expensive, leading to fewer home starts, builder pullbacks, and delayed projects. This reduces overall demand for softwood lumber, pushing prices down as inventories build. 2. Tariffs on Canadian Lumber Imports Disrupting Supply and PricingTariffs, particularly the U.S. duties on Canadian softwood lumber, have exacerbated the contraction by increasing costs for importers while simultaneously reducing buyer appetite. Canada supplies about 30% of U.S. lumber demand, so these trade barriers create volatility: producers raise prices to offset duties, but buyers hold off, leading to oversupply and falling market prices. In summary, the lumber market's contraction isn't due to just one factor—high interest rates are primarily eroding demand through a sluggish housing sector, while tariffs are inflating costs and causing market hesitancy. Together, they've created a feedback loop of falling prices and reduced activity. If rates begin to drop (as some predict) or trade disputes resolve, recovery could start later in 2025 (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.
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1633 episodes

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iconShare
 
Manage episode 501252574 series 2857963
Content provided by X22 Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by X22 Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureThe windmills in NJ are making electricity expensive, they are killing the economy in NJ and the people are paying the price. The [CB] is continuing the pressure of higher rates, which is slowing down the real estate industry, and the lumber industry is suffering. Trump will use the [CB] fiat currency to rebuild the US. The [DS] is now sending messages, they will resist but it will not work. Trump lets us know that U1 and the CF are now entering the picture. Trump sends a message that we have a world wide problem with missing children. He is beginning the narrative, this will lead to the pedo networks, child trafficking. The players are the same and it is now expanding. Trump is the storm, he is now showcasing all the crimes the [DS] has committed. These people are sick, crimes against humanity. Economy https://twitter.com/onechancefreedm/status/1957517597328712012 commitments. We’ve seen this before. In 2006–07, lumber collapsed long before the housing bust became obvious. In 2021–22, lumber’s spike and crash captured the whiplash of pandemic stimulus meeting Fed tightening. Today’s drop, back under $600, is telling us not just about oversupply but about fading demand in an economy where mortgage costs remain restrictive and liquidity is being drained. There’s also a market structure angle. Commodities like lumber usually run ahead of official data: the PMI slowdown, weakening credit surveys, and leveraged ETF outflows are all now echoing the same caution. Lower lumber prices might look like disinflation on paper, but if the driver is demand destruction, that’s recessionary, not bullish This is the kind of signal markets often ignore until it’s too late: a quiet commodity screaming that growth is slowing, leverage is retreating, and the cushion of speculative appetite is gone. When builders stop buying wood, it’s about the whole cycle losing momentum. 1. High Interest Rates Suppressing Housing and Construction DemandHigh interest rates have been a primary driver of the lumber market's contraction by cooling the U.S. housing sector, which accounts for a significant portion of lumber consumption (e.g., framing for new homes). Elevated rates make mortgages more expensive, leading to fewer home starts, builder pullbacks, and delayed projects. This reduces overall demand for softwood lumber, pushing prices down as inventories build. 2. Tariffs on Canadian Lumber Imports Disrupting Supply and PricingTariffs, particularly the U.S. duties on Canadian softwood lumber, have exacerbated the contraction by increasing costs for importers while simultaneously reducing buyer appetite. Canada supplies about 30% of U.S. lumber demand, so these trade barriers create volatility: producers raise prices to offset duties, but buyers hold off, leading to oversupply and falling market prices. In summary, the lumber market's contraction isn't due to just one factor—high interest rates are primarily eroding demand through a sluggish housing sector, while tariffs are inflating costs and causing market hesitancy. Together, they've created a feedback loop of falling prices and reduced activity. If rates begin to drop (as some predict) or trade disputes resolve, recovery could start later in 2025 (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.
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