Jim Cramer Points to Fed Rate Cuts as a Potential Catalyst for Weyerhaeuser

“Earlier today, we got an update from Weyerhaeuser, it’s the largest backstage proprietor of timberlands successful North America, astatine its capitalist meeting, wherever absorption laid retired an optimistic semipermanent forecast for 2030. Unfortunately, Weyerhaeuser’s largest concern is wood products, and someway it’s inactive associated astatine the hep with the American lodging market, and that has not been a large spot to beryllium successful 2025. I archer you that a lot, and that’s wherefore the stock’s down astir 18% for the year. But with the Fed putting done a 25 ground constituent complaint chopped yesterday, there’s a existent accidental owe rates mightiness commencement coming down, which would truly marque the banal spell higher.”

Weyerhaeuser Company (NYSE:WY) is 1 of the largest backstage owners of timberlands successful the world, arsenic it manages sustainable timberlands and produces wood products. In addition, it operates successful existent estate, energy, and assets solutions. Baron Real Estate Income Fund stated the pursuing regarding Weyerhaeuser Company (NYSE:WY) successful its 2nd 4th 2025 capitalist letter:

“During the quarter, we decided to exit our presumption successful Weyerhaeuser Company (NYSE:WY). While shares person continued to commercialized astatine a important discount to NAV, a softer-than-expected residential lodging marketplace this twelvemonth resulted successful a anemic request environment, which yet weighed connected lumber and different wood products prices. As we wrote successful our anterior quarterly letter, Weyerhaeuser typically tracks the terms of lumber, truthful brushed request and little wood products prices tin person a antagonistic interaction connected the concern and connected the stock. We program to proceed monitoring the concern and volition perchance re-engage astatine the due time.”

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