Stifel Financial Corp.
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News
2021 trucking outlook comes into focus
Sell-side research analysts have made their bets on trucking in 2021. Some believe a continuation in consumer spending and inventory restocking will benefit truckload carriers…
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Cass shipments turn positive year-over-year in October
The Cass Freight Index returns positive trends for shipments in October. The expectation is strong volumes will continue with the outlook for higher expenditures on…
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Cass sees freight trends accelerate sequentially in August
Cass data for the month of August shows significant acceleration in demand and rates but the comparisons to 2019 still lag other data sources.
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Sluggish recovery in Cass freight data
Declines in Cass freight data continue to outpace the industry by a considerable margin. The firm sees improved results on the horizon.
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Truckload earnings have good start, Cass data still ‘lagging’
The truckload carriers have reported solid results to start second quarter earnings season, but some load data is still lagging.
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Bigger freight declines in May highlight Cass data surprise
Worse-than-expected data from Cass shows year-over-year declines grew in shipments and expenditures. Intermodal pricing falls out of bed.
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Worst truckload linehaul data in 15 years may mark the bottom
April’s 20% year-over-year declines in Cass data may mark the bottom of the COVID-19 downturn.
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Truckload linehaul rates see biggest decline since financial crisis
Cass data plummets further, erasing any chance of second-quarter year-over-year growth in shipments and freight costs, according to report.
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Stifel sees decent volumes near term, 2Q in jeopardy
Stifel Financial sees an OK first quarter, but the picture gets less clear after that, with risks to second-quarter earnings estimates.
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Stifel sees supply chain disruption through summer
Stifel Financial’s conference call with industry executives forecasts supply chain disruption extending to July or longer.
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