Smurfit Westrock (SW) to raise prices March 1st; Green Markets has learned from containerboard buyers that Smurfit Westrock has issued a price-increase, USD 70-per-ton hike for Linerboard and Medium, and USD 30 for White Top
Smurfit Westrock's announcement of a price increase for linerboard and medium could indicate a tightening in the containerboard supply chain, which may in turn support prices across related commodity markets.
Fed's Hammack (2026 voter) says interest rates could remain on hold for extended period while economic data is assessed and flexibility will be maintained to raise rates if needed
Fed's Logan (2026 voter) has taken note of growth in Treasury cash-futures basis trade and does have vulnerabilities if there's stress, potential to de-lever rapidly
Smurfit Westrock (SW) to raise prices March 1st; Green Markets has learned from containerboard buyers that Smurfit Westrock has issued a price-increase, USD 70-per-ton hike for Linerboard and Medium, and USD 30 for White Top
NY Fed RRP op demand at USD 1.45bln (prev. 1.31bln) across 5 counterparties (prev. 10)
Iran has made it clear to the mediators in recent days that it is sticking to its position regarding missiles not being a subject of compromise even though it might be willing to discuss the issue after the nuclear issue is resolved, Jerusalem Post report
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The hikes, being significant, suggest increased input costs that could be passed down the line, potentially impacting pricing power and margins in the packaging sector. Traders should keep an eye on how this might affect broader inflation dynamics and the performance of related equities.
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