Manufacturing activity grew for a sixth straight month in June, providing another tailwind to an already supply-constrained trucking market.
While a booming heavy-industrial sector has shielded certain segments, the broader housing affordability crisis is actively suppressing volumes across multiple shipping modes.
The freight downturn that defined 2023 and 2024 has decisively reversed, and the May data clarifies the mechanism behind it: industrial production, rather than consumer spending or inventory restocking, is now driving the cycle. FreightWaves identified the inflection months ago. The latest readings from the Institute for Supply Management and the Logistics Managers’ Index, corroborated […]
The Consumer Price Index for All Urban Consumers rose 2.7 percent in the year 2025, according to an annual report from the U.S. Bureau of Labor Statistics.
Consumer spending and exports played a much bigger role.
Now-paused port fees on Chinese ships were a misguided attempt to revitalize U.S. maritime fortunes at the expense of American exporters, a trade group leader says.
Global supply chain automation firm Interact Analysis has reduced its forecast for mobile robot market growth by $800 million, citing reshaped supply chains and mounting uncertainty driven primarily by tariffs.
May’s inflation data was set to be the first real test of how consumer prices would be impacted by historically high tariffs.
May Ling compares logistics to other components of the Producer Price Index.
Adding to a flurry of recent criticisms aimed at the 2026 federal budget bill and other fiscal concerns, Elon Musk stated on social media platform X that President Trump’s tariffs “will cause a recession in the second half of this year.”
With so many fingers pointed at so many targets, the Q1 GDP data must have been an absolute disaster, right? Well, no.
Here’s a sector-by-sector breakdown of how major players are reacting to the mounting pressure of tariffs and retaliatory trade measures.
Apollo Global Management has a grim warning for the trucking industry: a recession is coming and mass layoffs will come with it.
The difficulty in comparing “hard” versus “soft” data is that sentiment influences decisions that will eventually bear out in the hard data.
The National Association of Wholesaler-Distributors has expressed concerns over President Donald Trump’s impending tariffs – set to go into effect on Wednesday.
While manufacturers initially sought tariff relief by relocating production to Southeast Asia, trade compliance experts say these “tariff-friendly” locations are increasingly vulnerable to reciprocal 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.
The U.S. Department of Transportation has terminated New York City’s congestion pricing plan, drawing praise from trucking groups.
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.
As the global supply chain prepares to grapple with new and impending U.S. tariffs, one analyst is reviewing the implications for how increased costs will affect aircraft manufacturing—and what particular parts might be most impacted.
