Board Converting News, June 20, 2022

NAM: CPI Rises (CONT’D FROM PAGE 6)

Box Shipments ( U.S. Corrugated Product Shipments) Industry Shipments In Billions of Square Feet Month March 2022

The Index of Consumer Sentiment plummeted from 58.4 in May to 50.2 in June, the lowest reading on record. Americans continued to worry about inflation, with uncer- tainties related to the Russian invasion of Ukraine. This survey is highly correlated with gasoline prices, and with that measure hitting all-time highs, it should not be a sur- prise that consumer confidence continues to fall. That said, consumer spending has been largely resil- ient and in April, U.S. consumer credit outstanding jumped 10.1 percent at the annual rate. Revolving credit, which in- cludes credit cards and other credit lines, soared 19.6 per- cent in April. Americans dramatically increased their will- ingness to take on new debt. Overall, U.S. consumer credit outstanding has risen 7.5 percent over the past year, the strongest year-over-year reading since November 2011. The week ending June 4 saw 229,000 initial unem- ployment claims, the highest since the week ending Jan. 15. These data have gradually trended higher since reach- ing 166,000 claims in March, which was the second-lowest reading in the history of the series and the lowest since Nov. 1968. Even with initial claims accelerating over the past three months, the data continue to reflect progress over the past year. At the same time, the week ending May 28 saw 1,306,000 continuing claims, the same pace as in the prior week and remaining the lowest level since the week ending Dec. 27, 1969.

Year

Actual

Percent Change Avg Week Percent Change

2022 2021

37.675 37.992

-0.8

8.190 8.259

-0.8

Industry Total

Year-to Date

March 2022

Year

Actual

Percent Change Avg Week Percent Change

2022 2021

102.648 102.938

-0.3

8.019 8.170

-1.8

Industry Total

Containerboard Consumption (Thousands of Tons)

Year

Month

Percent Change Year-to-Date Percent Change

2022 2021

3.1027 3.0967

0.2

8.4866 8.4625

0.3

Container Board Inventory - Corrugator Plants (Thousands of Tons)

Corrugator Plants Only

Date

Percent Change Weeks of Supply

Percent Change

Mar. Feb.

2.2693 2.3081

-1.7

3.4 3.5

-2.9

Shipping Days

Year

Month

Year-to-Date

2022 2021

23 23

64 63

SOURCE: Fibre Box Association

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June 20, 2022

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