TL rates

Cass freight data for January shows continued weakness, but the month included harsher-than-normal winter weather.

Morgan Stanley told investors on Monday that a rebound in freight demand may happen sooner than many are expecting as inventories need to be rebuilt.

Brent Hutto from Truckstop.com talks about expectations for the spot market at FreightWaves’ Domestic Supply Chain Summit.

Trucking industry leaders said at an investor conference that the weak truckload fundamentals seen in the third quarter have continued through the fourth.

Schneider National beat first-quarter expectations Thursday but lowered its full-year outlook as excess capacity lingers.

J.B. Hunt missed first-quarter expectations Monday as weak intermodal and trucking trends plagued the quarter.

Transportation shipments and rates back up during March, according to Cass Information Systems.

Truckload rates will continue falling at a steep rate in the second quarter while less-than-truckload rates level, a report from a large 3PL asserts.

A report from Cass Information Systems suggests the current softness in freight markets is likely to hang around for “several more months.”

Truckload carriers prepare for the other side of the freight boom.

Broker Landstar System reported another strong performance in the third quarter. However, the company now comps to the peak of the freight boom.

Knight-Swift Transportation missed analysts’ forecasts for the third quarter and dialed down expectations over the near term.

Management teams from a couple of the nation’s largest fleets share their thoughts on peak season and rates during an investor conference.

Commentary from the C-suites of trucking remains positive for the 2022 back half.

Freight payments data from U.S. Bank showed sequential increases in volumes and costs during the second quarter.

Freight demand trends in a softening market continue to be bifurcated with large fleets remaining unscathed so far.

Trucking executives at large fleets acknowledged a weakening spot market during the first-quarter earnings season but their ties to the contract market give them confidence.

Werner Enterprises continues to see solid contractual rate increases. However, it warned that newly minted carriers dependent on the spot market are likely in trouble.

The Cass Freight Index sags in January on a rise in COVID cases, but the dataset appears poised again for strong growth in 2022.

Knight-Swift Transportation reported another big quarterly result Wednesday. However, it appears the stretch of rapid growth will moderate as the comps have stiffened.