The pricing accuracy of any given lane is based on its daily load volumes. In financial jargon, volume is referred to as liquidity. The more volume, the less friction in buying and selling, the more liquid a transaction becomes. Stocks traded on the New York Stock Exchange (NYSE) are one
The U.S. industrial economy continues to recover following the COVID-related demand and production shocks of March and April, but the recovery has been uneven. In this report, we look at oil and gas, forest products and the automotive industry to gain a sense of where the strengths and weaknesses of
Two things can be true at the same time: The United States Postal Service is an invaluable public service crucial to the transportation of pharmaceuticals, official documents and much else, and it’s also in an unsustainable position and in need of a turnaround. Many people are aware of the
Reefer markets took a leg up in August, supported by fundamentally strong demand, constrained capacity, and a renewed sense of confidence among carriers that now is the time to exercise pricing power. In spot markets, carriers are falling off loads, naming their price, and managing yield. 3PLs are giving
The automotive, chemicals, and food industries are fueling North American economic integration.
UPS’s new C-suite led by Carol Tomé has its work cut out for it: Negotiate an increasingly risky relationship with Amazon that has juiced Domestic Package volumes but compressed margins; make real progress on the challenge of B2C delivery density; drive international volume growth; and stabilize earnings. Most of this
The modern operating strategies known collectively as precision scheduled railroading (PSR) have driven profound changes in the way railroads think about their workforces, revenue growth, assets, facilities, networks and customer service. In this piece, we explore the past, present and future of PSR through two decades of railroad industry financial
Stay at home and work from home have accelerated demand for e-commerce giant Amazon’s services and products, sending its stock price up 27% year-to-date, to all-time highs, at a moment when the S&P 500 is down 14% year-to-date. Crises may cloud economic forecasts, but there is another sense in which
Shorthaul reefer loads on the East Coast are outperforming the rest of the freight market, although dry van volumes are up, too.
We experiment with a Landstar BCO dataset to get a read into absolute capacity.