Stifel Financial Corp.
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News
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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Cass data weak in February, truckload recovery expectations pushing outward
Virus-related demand headwinds bring fresh declines in February Cass data. Visibility into a potential trucking recovery is further clouded.
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January brings accelerated declines for Cass freight volumes and expenditures
Declines in Cass data accelerate but report calls for rates to inflect higher in 2020.
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Truckload carriers becoming more hopeful on 2020
Truckload carrier heads talk demand, rates and capacity at investor conference.
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Cass Freight Index dips to 2019 low in December
The Cass Freight Index sees its steepest decline in shipments since the Great Recession.
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