inventories
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Company earnings
What does Navistar loss portend for other truck manufacturers?
Navistar included only one full month of impact from the COVID-19 pandemic in its loss-making second quarter. How bad will it be for manufacturers who…
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Equipment
Class 8 truck orders stagnate in May (Update)
Near-shutdown of Class 8 truck production in May resulted in stagnant orders as COVID-19 lockdowns took hold.
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News
Unsold Class 8 truck inventories second highest since Great Recession
Swollen inventories of heavy-duty trucks must shrink or manufacturers will need to cut production further to keep the industry order bank from declining further, ACT…
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Equipment
Falling trailer bookings track muted tractor orders
A slower year of trailer production is expected as the equipment backlog waiting to be built fell in 11 of 12 months in 2019.
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Economics
BofAML shipper survey: capacity will stay loose, rates will stay flat
2019 is shaping up to be the worst year for trucking in the past five years.
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Economics
Domestic manufacturing holds own in February, though slightly down from prior month, ISM reports
Exports improve sequentially, raw materials price ease again.
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Economics
U.S. manufacturing rebounded in January after poor December, ISM says; new orders surge, raw materials prices fall
New orders bounce significantly, raw materials prices fall.
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Economics
Another strong quarter for the US economy as consumers continued to drive activity
Growth in the US economy slowed slightly in the third quarter of the year, but remains strong headed into the end of 2018 and consumers…
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Economics
July Economic Roundup: Tariffs take center stage
Freight conditions generally held solid during the month despite some softening in the manufacturing sector. With economic fundamentals largely in place, the focus has shifted…
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Economics
April Economic Roundup: freight demand conditions bounced back during the month
A monthly synopsis of events and results in the macroeconomy from the past month and a discussion of implications for freight markets going forward. Results…
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