The industrial sector is trying to recover faster than transportation can react. There are numerous factors limiting the economic recovery, illustrating that it is harder to turn production back on than off.
Andrew Cox kicks off a new era of Great Quarter, Guys by welcoming Zach Strickland as his new co-host.
Volumes have recovered faster than many expected leading to many transportation companies posting earnings beats in Q2. There are no signs of slowing into August.
Anthony and Zach discuss what to make of the subtle increase for the May PMI and orders, while domestic freight volumes surge. Also, produce season pushes agricultural rates over 2019.
Anthony and Zach, along with special guest Donny Gilbert, take a deeper dive into the freight market trailer pool and discuss the types of freight they haul, their characteristics, and their place in the broader market. Additional topics include another California regulation, coronavirus, and the surprising jump in the PMI.
The DHL Connectedness Index analyzes the flows of trade, capital, information and people across the world to understand its impact on globalization.
In 2020, growth is expected to slow further in nearly every global region, except Latin America and emerging Asian economies.
How can air cargo and dry van spot market rates be related? Could the movement of these two seemingly unrelated rates provide more evidence the market is slowing?
The falling Purchasing Managers Index tends to be correlated with the general freight market, the Cass Freight Shipment Index illustrates this. Is it time for carriers to pull back?
Commentary from ISM’s monthly survey makes it clear that manufacturers are blaming tariffs. Job openings fell to 6.9 million in November, down from 7.1 million in the previous month.
October of 2018 has been very different from the same month a year ago thus far. We have had 2 major hurricanes make landfall and the economy is still strong. So why does it seem so different?
FreightWaves triples the lanes available for the tender rejection indices along with diesel price and volume data. Highly regarded Institute for Supply Management indices have also been added to deepen the macro-economic section.
Survey data from the manufacturing and service sectors continue to point towards robust growth in the 3rd quarter. Manufacturing activity slipped slightly from multi year highs during the month, but service activity has pushed to record highs despite shortages in labor and trucking capacity.
