Michael Rudolph

Michael Rudolph is a research analyst at FreightWaves and is a former freight broker. Prior to entering the logistics industry, Michael worked in academia. He holds an MA from the University of Chicago.
Jun - 2025 -
11 June
Michael Rudolph

Trump’s tariffs clear first inflationary hurdle

May’s inflation data was set to be the first real test of how consumer prices would be impacted by historically high tariffs.

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May - 2025 -
08 May
Michael Rudolph

Is the US economy about to collapse?

With so many fingers pointed at so many targets, the Q1 GDP data must have been an absolute disaster, right? Well, no.

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Apr - 2025 -
09 April
Michael Rudolph

4 SONAR charts to watch for tariff impacts

The strength in ocean bookings today will not translate into domestic freight volumes until May at the earliest.

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02 April
Michael Rudolph

Liberation Day triggers panic mode for manufacturers

The difficulty in comparing “hard” versus “soft” data is that sentiment influences decisions that will eventually bear out in the hard data.

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Mar - 2025 -
18 March
Michael Rudolph

FreightTech set for AI revolution

Coursing through the different segments within FreightTech, just as with cloud computing before it, are big bets on AI.

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11 March
Michael Rudolph

Venture capital prepares to ignite stores of dry powder

The story of venture capital in 2024 was one of resilience and green shoots, but also one of hype in which the big fish ate the little ones.

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04 March
Michael Rudolph

Industrial outlook darkens ahead of tariffs

In the run-up to Tuesday’s promised barrage of tariffs against Mexico, Canada and China, the U.S. industrial sector is not looking so hot — a dark omen for domestic freight demand.

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Feb - 2025 -
21 February
Michael Rudolph

Is Amazon on course to upend LTL industry?

J.P. Morgan analyst Brian Ossenbeck warned in a research note that Amazon’s entry as a for-hire competitor poses a substantial risk to LTL stocks.

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19 February
Michael Rudolph

For Nikola, the writing was on the wall

Recent filings paint a stark picture of Nikola’s financial woes, with assets estimated between $500 million and $1 billion against liabilities ranging from $1 billion to $10 billion.

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14 February
Michael Rudolph

Can the US consumer survive a trade war?

If consumers were able to keep pace with the incredible inflation of the early pandemic, they should be able to weather any storm kicked up by tariffs.

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03 February
Michael Rudolph

Energy markets panic over tariffs, but then relax

New tariffs pose a significant challenge for U.S. refiners, who are already grappling with declining profit margins.

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Michael Rudolph

Automakers taken for a spin following tariff announcements

Even cars assembled in the U.S. are not exempt from tariff shocks, as components from Mexico and Canada account for roughly 10% of the value of U.S.-built cars, with an additional 5% to 6% coming from Chinese inputs.

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Michael Rudolph

Truckers don’t need to worry about the economy

Businesses are heading into 2025 with lean inventories and high demand from consumers.

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Jan - 2025 -
27 January
Michael Rudolph

Inflation fears, housing prices startle consumers

Consumers’ growing pessimism could trigger a pullback in discretionary purchases, directly weighing on trucking demand.

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23 January
Michael Rudolph

Crosswinds lash US industrial economy

Despite encouraging signs, the U.S. manufacturing sector remains in the early stages of recovery.

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22 January
Michael Rudolph

Trump prepares opening moves on trade

President Trump said he was considering Feb. 1 as a start date for tariffs against Canada and Mexico, directing federal agencies to assess compliance with recent trade agreements.

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15 January
Michael Rudolph

December inflation data puts future Fed cuts to bed

Despite aggressive interest rate hikes by the Fed aimed at curbing inflation, the CPI’s decline in yearly growth has been gradual and uneven.

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10 January
Michael Rudolph

Labor demand ends 2024 with a surprising bang

A stable labor market suggests carriers are less likely to face harsh wage competition, a common concern during periods of labor scarcity.

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06 January
Michael Rudolph

Russia’s oil future dims as US mulls new sanctions

The latest U.S. sanctions on Russian oil are rumored to be expansive, encompassing two Russian oil companies and more than 100 tankers, as well as oil traders and Russian insurance firms. The sanctions may also hit Chinese banks that facilitate Russian oil trades.

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Nov - 2024 -
15 November
Michael Rudolph

How I learned to stop worrying and love the tariff

Blanket tariffs, like any other tax, may include certain exemptions. It is these exemptions — not the tariffs themselves — that are the real tool.

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