Morgan Stanley
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News
Morgan Stanley survey shows COVID-19 transportation disruption nearing peak
Morgan Stanley survey shows coronavirus disruption is accelerating for carriers, shippers and brokers, but the height of the disruption may be closer than some may…
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News
Don’t expect future visibility when earnings season begins next week
While transportation industry participants have an abundance of questions loaded for management teams this earnings season, answers on the future will be tough to provide.
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News
Today’s Pickup: Traffic speeds up in major cities as more people stay home
Traffic data tracked by Inrix is indicating much quicker commute times for those on the roads during rush hour as more workers stay home. Plus,…
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News
Morgan Stanley cuts estimates, upgrades transports to ‘in-line’
Morgan Stanley upgrades its freight transportation industry view from “cautious” to “in-line.” The firm lowered its earnings expectations for the group.
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News
Crisis or hype? Industry insiders have differing views on coronavirus
As experts predict price increases and late deliveries from coronavirus, some industry insiders say the threat is overblown.
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Business
TFI plans to list on NYSE in 6 million-share US offering
Proceeds could give Canada’s largest transportation company more firepower to pursue acquisitions as it prepares to make a big leap into capital markets south of…
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News
Today’s Pickup: New survey highlights optimism among shippers
Shippers in a Morgan Stanley survey are optimistic over the macro environment and expect rate improvement moving forward. Plus, Chinese New Year impacts and supply…
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News
Analyst lowers earnings forecasts, truckload hardest hit
Outlook for future improvement to earnings is still hazy as Morgan Stanley analyst lowers fourth-quarter estimates for most transportation companies.
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News
Today’s pickup: Car hauling’s challenging times; Amazon’s foray into freestanding logistics
Car-haulers face challenging times. Kalanick sells out-literally. Will Amazon's free standing logistics model spring forth?
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Air Cargo
Dawn recedes still further in FedEx’s ‘night’
FedEx on the ropes after awful fiscal q2 results, stock price plunge
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