In our view, COVID-related demand and capacity dislocations have touched off an upcycle in trucking markets supported by fundamentally constrained...
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In our view, COVID-related demand and capacity dislocations have touched off an upcycle in trucking markets supported by fundamentally constrained...
Read moreWe don't think that capacity will loosen soon, but upward pressure on contract rates will take time.
Read moreEcho Global Logistics’ (NASDAQ: ECHO) second-quarter results and management commentary confirmed our basic view of the trucking market, which is...
Read moreFirst, reports came out that Uber Freight (UF) was being “re-evaluated,” although its demise was not imminent. The more recent...
Read moreContracted truckload volumes have recovered, tender rejections are still elevated, and while some rates came in after the holiday, others...
Read moreThe question on our minds now is whether Dallas is the first stage of another March-like surge in refrigerated volumes...
Read moreThe summer rally has already been stronger and longer than in 2018 and 2019.
Read moreOver the past three decades, TMSes have evolved beyond the management of shipments to encompass many more processes and bring...
Read moreContracted and spot volumes in all three major equipment types – dry van, reefer and flatbed – are growing; rates...
Read moreApril market conditions that were favorable to freight brokerages — loosening truck capacity and declining spot rates — reversed themselves...
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