Tag: Coronavirus

Volumes grow across a broad swath of freight markets, driven by unusual consumer activity.

Bearish comments on long-term intermodal market penetration from Knight-Swift management give us pause.

We game out best, base, and worst cases for the U.S. macroeconomy, financial markets, and freight markets.

Volumes deteriorated and capacity stayed loose.

Infections jumped 1,300% since our January 27 note.

Contracted truckload volumes go negative year-over-year.

Trucking markets slide into typical January conditions.

Our first warning about coronavirus risks to international trade and supply chains.