Chart of the Week
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No disaster relief for spot rates
Carriers and brokers tend to have the weather on a TV somewhere in their facilities throughout hurricane season because of the dramatic impacts storms can…
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Trucking caught in crossfire of Fed’s war on inflation
The ghost of Paul Volcker is stalking truckload carriers as Fed Chairman Jerome Powell looks to his mentor’s 40-year-old strategy to quell inflation. The lagging…
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Truckers work through Labor Day as market continues to soften
Carriers gobble up contracted freight, leaving the spot market barren for the holiday week. While not overtly obvious, there is still some semblance of hope…
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What does East Coast import shift mean for domestic transportation?
Importers have been shifting to the East Coast since 2021, but the full realization of this has peaked over the summer. The shifting import pattern…
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Demand no longer main driver of inflation
Demand side indicators have been falling since 2021, but inflation continues to be the primary concern for the economy. The problem is there is little…
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Contract truckload rates will likely soften in the coming months
The spread between spot and contract truckload rates is unsustainable. The question is just how far and fast will they fall?
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Truckload contract market showing early signs of deterioration
Truckload spot rates have eroded dramatically since the start of the year while the bulk of the contracted market remained unscathed. That may be changing.
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Supply chains have a forecasting problem
Knowing what the customer wants and when was once a relatively easy thing to predict. COVID has changed all that.
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AB5 will inflate prices, not diminish capacity
The recent AB5 ruling will make it difficult for regional operators to handle the ongoing short-haul and drayage demand in California.
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Summer peak looks more like a plain for trucking
Capacity normally tightens in the week leading up to the Fourth of July. The lack of upward movement from spot and rejection rates this past…
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