Trucking

Everything is in place for a face-ripping rally in Q4.

The business environment for asset-based trucking carriers continues to improve: Empty mile percentages are lower and revenue per driver per...

Relationships between shippers and transportation providers are being reshuffled.

Los Angeles and Dallas are driving the national market.

Reefer markets took a leg up in August, supported by fundamentally strong demand, constrained capacity, and a renewed sense of...

There's a routing guide shake-up happening right now.

Rejections and rates set to go higher from here on sustained shifts in consumer behavior.

In our view, COVID-related demand and capacity dislocations have touched off an upcycle in trucking markets supported by fundamentally constrained...

We don't think that capacity will loosen soon, but upward pressure on contract rates will take time.

Trucking markets are increasingly diverging from seasonal patterns.