Watch Now

Seth Holm

Seth Holm is a Senior Research Analyst for the Freight Intel Group at Freightwaves, which publishes proprietary research on all things transports and logistics. Most recently, Seth spent 9 years as an analyst covering consumer and technology, media and telecom (TMT) stocks at a hedge fund. Prior to that, he was as an analyst at a high net worth wealth advisory firm. Seth is a graduate of the University of Georgia with a major in Finance.
Apr - 2021 -
09 April
Seth Holm

Catch your breath: This lull won’t last long

The market takes a breather this week with tenders down 7% week-over-week.

Read More »
Mar - 2021 -
27 March
20 March
Seth Holm

Tender volumes slip this week

Tender rejections and spot rates also fall slightly.

Read More »
06 March
Seth Holm

Tender volumes stable at a very high level

This week notched a new all-time high in spot rates.

Read More »
Feb - 2021 -
27 February
13 February
06 February
Seth Holm

Outbound tender volumes turn back down

Tender rejections rise for the first time in a month.

Read More »
Jan - 2021 -
16 January
Seth Holm

Outbound tender volumes on the rebound

Tender volumes accelerate, driven by strong, stimulus-fueled consumer spending.

Read More »
09 January
Seth Holm

Tender rejections off to strong start in 2021

Q1 should be one of the stronger first quarters in recent history from a consumer and freight volume standpoint.

Read More »
Dec - 2020 -
05 December
Nov - 2020 -
14 November
Seth Holm

Outbound tender volumes keep cruising higher

Tender volumes climb to another all-time high on Monday.

Read More »
Oct - 2020 -
24 October
Sep - 2020 -
26 September
Seth Holm

Tender volumes tick back up this week

Calls for the top of the trucking market may be premature.

Read More »
Aug - 2020 -
Jul - 2020 -
03 July
Seth Holm

Current volume level is likely unsustainable, but just how high can we expect throughput to be post-Fourth?

This week’s DHL Supply Chain Pricing Power Index: 55 (Carriers) Last week’s DHL Supply Chain Pricing Power Index: 50 (Balanced) Three-month DHL Supply Chain Pricing Power Index Outlook: 60 (Carriers) […]

Read More »
Jun - 2020 -
May - 2020 -
Apr - 2020 -
11 April
Mar - 2020 -
26 March
Seth Holm

Why tracking tender reject rate is important

Tender rejections are often a leading indicator of spot rates and thus contract rates at a lag.

Read More »
21 March
Feb - 2020 -
Jan - 2020 -
30 January
Seth Holm

Excess capacity and bad earnings sink the DHL Supply Chain PPI this week

This week’s DHL Supply Chain Pricing Power Index: 30 (Shippers) Last week’s DHL Supply Chain Pricing Power Index: 35 (Shippers) Three-month DHL Supply Chain Pricing Power Index Outlook: 45 (Shippers) […]

Read More »
17 January
13 January
Seth Holm

Are nuclear verdicts out of control?

Seth Holm of FreightWaves Freight Intel Group writes about the impact of nuclear verdicts on the trucking industry. Will 2020 be a tipping point for these huge awards?

Read More »
Dec - 2019 -
Seth Holm

Buffett’s Rare Miss with Kraft Heinz – Great Quarter, Guys [podcast]

Today we discuss Warren Buffett’s rare misstep with Kraft Heinz, the Celadon bankruptcy and more.

Read More »
Nov - 2019 -
26 November
22 November
01 November
Oct - 2019 -
Sep - 2019 -
Seth Holm

New truck orders running below replacement demand should boost carrier profits in 2020

The Seasonally Adjusted Annual Rate (SAAR) for new Class 8 truck orders in 2019 is trending at approximately 150,000. Note that this number includes orders for interstate, intrastate and private fleets. […]

Read More »
13 September
Seth Holm

National freight volumes closing in on two month winning streak

National outbound tender volumes and rejection rates support brewing optimism surrounding trucking market

Read More »
06 September
Seth Holm

Broad strength in freight volumes nationally as Dorian approaches East Coast

National outbound tender volumes were up 3.6 percent year-over-year this week.

Read More »
Aug - 2019 -
30 August
Jun - 2019 -
26 June
Seth Holm

Freightwaves Freight Intel: Autonomous trucking will be an evolution not a revolution

The FreightWaves Freight Intel Group has released another study – this one on autonomous trucking. Read what they foresee for the trucking industry and drivers in the years ahead.

Read More »