Morgan Stanley
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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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News
Today’s Pickup: Tesla’s truck may not ride in Europe; pushback on Morgan Stanley’s Amazon forecast
Tesla's truck may not comply with Euro standards. Consultant takes issue with Morgan Stanley's Amazon firecast
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News
Morgan Stanley sees lower truck capacity, higher rates in 2020
Morgan Stanley eyeing truck capacity constraints and higher rates in 2020, potentially reaching 2018 levels or higher.
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Last Mile
FedEx, UPS begin the great last-mile delivery divergence
Expect rate divergences between FedEx and UPS into 2020, led by dramatic changes in last-mile deliveries
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Company earnings
Size of C.H. Robinson’s miss surprises Wall Street analysts
Analysts now want CHRW to cut costs.
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Europe
XPO inching way back into the M&A game, Jacobs tells analysts
XPO Logistics may be getting back in the M&A game
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Air Cargo
Analysts react to C.H. Robinson’s weak third quarter update
Morgan Stanley, Susquehanna, and Deutsche Bank cut their price targets; Stifel maintained.
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Economics
Four models forecasting trucking spot rates in 2019
We look at the trucking futures forward curve, Morgan Stanley's index, the Coyote Curve, and projections from Susquehanna.
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