EP 147: Fatigue, Fear, and the Great Curtailment No-Show
This week we welcome back one of our favorite guests — and sponsor — Matt Layman. The crew breaks down the strange mood gripping the industry: no curtailments, exhausted traders, Repair & Remodel softening, and customers disappearing into the weeds. We run through every major species, what’s cheap, what’s expensive, and how November expiration and January futures could shape the next move.
Matt shares what his members are seeing across retail, multifamily, and manufacturing, while the team debates whether mills get bank lifelines or if cuts finally hit. We look at Home Depot’s outlook…
The skinny
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