• ITVI.USA
    15,496.720
    85.590
    0.6%
  • OTLT.USA
    2.743
    0.003
    0.1%
  • OTRI.USA
    21.110
    0.000
    0%
  • OTVI.USA
    15,466.390
    90.520
    0.6%
  • TSTOPVRPM.ATLPHL
    3.300
    0.000
    0%
  • TSTOPVRPM.CHIATL
    3.140
    0.190
    6.4%
  • TSTOPVRPM.DALLAX
    1.590
    0.150
    10.4%
  • TSTOPVRPM.LAXDAL
    3.330
    0.020
    0.6%
  • TSTOPVRPM.PHLCHI
    2.170
    0.020
    0.9%
  • TSTOPVRPM.LAXSEA
    4.080
    0.130
    3.3%
  • WAIT.USA
    125.000
    -1.000
    -0.8%
  • ITVI.USA
    15,496.720
    85.590
    0.6%
  • OTLT.USA
    2.743
    0.003
    0.1%
  • OTRI.USA
    21.110
    0.000
    0%
  • OTVI.USA
    15,466.390
    90.520
    0.6%
  • TSTOPVRPM.ATLPHL
    3.300
    0.000
    0%
  • TSTOPVRPM.CHIATL
    3.140
    0.190
    6.4%
  • TSTOPVRPM.DALLAX
    1.590
    0.150
    10.4%
  • TSTOPVRPM.LAXDAL
    3.330
    0.020
    0.6%
  • TSTOPVRPM.PHLCHI
    2.170
    0.020
    0.9%
  • TSTOPVRPM.LAXSEA
    4.080
    0.130
    3.3%
  • WAIT.USA
    125.000
    -1.000
    -0.8%
FreightWaves TVGreat Quarter, Guys podcastNews

Back in the saddle again — Great Quarter, Guys

Rounding up major updates to the consumer market

Andrew Cox and Seth Holm are back in the saddle after a week off thanks to Global Supply Chain Week. A slew of intriguing stories has emerged over the past two weeks, so today they discuss everything from recent stimulus news to a major company preparing for an IPO.

Starting off with “you care or nah?” Cox and Holm dive straight into a debate around the current consumer landscape. Consumer bounceback from the COVID-19 pandemic has been sustained through the first quarter of the year, and Holm said it is impressive to see. Wall Street has responded to that consumer bump, and Holm said the return of consumer behavior to services vs. goods will be another good indicator of rebound. 

When it comes to the next round of stimulus, Cox believes spending will fall more toward the service side of the economy instead of home improvement and goods. Holm thinks spending will be on the side of “semi-services” like restaurant dining as opposed to full-service experiences like movie theaters or travel. 

TuSimple is back in the news with its announcement of intentions to go public through an IPO instead of a SPAC. Cox said TuSimple is setting itself up for success with the big-name partners like Penske and U.S. Xpress, and he believes the company could be the leader in the autonomous freight network. While the details of monetization are still scant, the market and the interest are readily available to support the AV network. 
You can find more Great Quarter, Guys episodes and recaps for all our live podcasts here.

Kaylee Nix

Kaylee Nix is a meteorologist and reporter for FreightWaves. She joined the company in November of 2020 after spending two years as a broadcast meteorologist for a local television channel in Chattanooga, Tennessee. Kaylee graduated from the University of Oklahoma in 2018 and immediately made the Tennessee Valley her home. Kaylee creates written summaries of FreightWaves live podcasts and cultivates the social media for FreightWaves TV.

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