Q2 2020 Freight Market Outlook
The end of the first quarter will be characterized as a freight frenzy in which volumes surged 30% and capacity ...
The end of the first quarter will be characterized as a freight frenzy in which volumes surged 30% and capacity ...
Leading indicators are flashing red.
We game out best, base, and worst cases for the U.S. macroeconomy, financial markets, and freight markets.
Infections jumped 1,300% since our January 27 note.
Our first warning about coronavirus risks to international trade and supply chains.