Morgan Stanley
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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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News
Brokers, carriers, and Wall Street agree: freight volumes stagnant
Port container volumes, railroad volumes, and truckload volumes are all down year-over-year.
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Container
Today’s Pickup: Cargo thefts drop in 2018
Cargo thefts fell 19 percent in 2018 compared to the year before, according to SensiGuard. Plus, the EU cuts a deal on truck emissions and…
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News
Morgan Stanley invests in Indian logistics facilities
Morgan Stanley Real Estate Investing (MSREI), the private real estate investment arm of Morgan Stanley (NYSE: MS), has purchased a majority stake of KSH Infra…
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Economics
Truckload stocks outperforming S&P 500 so far in 2019
Investors may be starting to come around to the idea that truckload carriers have another year of strong margins ahead of them.
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Company earnings
Knight Swift delivers a surprise message to Wall Street: we had a better quarter than you thought
The company’s stock took it on the chin for much of 2018 but the company said it had a strong fourth quarter.
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