Morgan Stanley
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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…
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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…
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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…
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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…
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Company earnings
Trucking stock prices have plummeted; upcoming earnings will show whether that was justified
Everyone knew the quarter was weaker than it had been. The question is how much. Stock prices have reflected a…
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News
When dealing with Amazon, it pays to not whistle past the graveyard
Will Amazon take more boxes at the expense of FedEx, UPS, USPS?
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News
Morgan Stanley, Stifel analysts have wildly divergent views on freight brokerages
Morgan Stanley likes asset-based carriers while Stifel is bullish on 3PLs, and the banks don’t agree on what the business…
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Airfreight
Amazon challenges FedEx, UPS with new air freight hub
Amazon Air presents a new challenge to legacy air freight carriers by announcing a new hub at Fort Worth Alliance…
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Airfreight
Today’s pickup: mostly bearish quotes out of Morgan Stanley; the tough road facing OPEC
Also in the pickup: the sad state of interstate 81; farmers and truckers in the news; Saia’s fourth-quarter status report
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