Over at the Transplace blog they provide some analysis on the most recent Morgan Stanley release. The words which caught my eye were they now expect truckload capacity to be "readily available" for the remainder of the year.
This has been the trend for a few months with some artificial "greenshoots". While I have been predicting this for the better part of the summer I still believe the issue is companies are really reluctant to bring back inventory. They would much rather error on the side of "running out" than stocking too much and that means less freight is moving.