Pages

▼
Showing posts with label Macroeconomic Monday®. Show all posts
Showing posts with label Macroeconomic Monday®. Show all posts
Sunday, June 23, 2019

How Can The Market Be at An All Time High and There Be A Freight Recession - Part II

›
In my previous post I outlined why I believe freight is slowing.  Certain signals in the marketplace are telling us employment adds are decr...
1 comment:

How Can The Market be at All time High and There Be a "Freight Recession"? - PART I

›
The question posed in the title can be a perplexing problem and I am sure is of interest to both those who make a living running trucking co...
Sunday, May 27, 2018

Macroeconomics are Supporting The Tight Freight Market (Macroeconomic Monday)

›
I wanted to write a quick note about the tight freight market.  We all know it is tight and certainly there are no lack of free webinars ...
Saturday, August 26, 2017

Interesting Supply Chain Events from Week of August 21, 2017

›
The week is over and some very interesting reads and developments.  Let me get right to them: The war between Amazon and Walmart heats...
Sunday, July 9, 2017

Inventories Are Heading in The Right Direction

›
Anyone who follows me knows I feel very strongly about the Total Inventory to Sales Ratio  and how it forecasts the future for transportatio...
Sunday, March 26, 2017

Macroeconomic Monday® - Inventory to Sales Ratio

›
Goes to show, I should never take a break from blogging.  "While I was out", the inventory to sales ratio in the economy has made ...
Monday, October 24, 2016

CASS Report from September is Somewhat Grim - Macroeconomic Monday

›
OK, I am late to the party on this one, sorry but when I read it I thought I had to write, albeit, late.  The Cass Freight Index Report from...
1 comment:
Monday, June 27, 2016

Macroeconomic Monday® Special Edition - Watch the Debt

›
I have read two major books recently on the economy - one old and one new. Both appear to be seminal books on what drives economic booms, bu...
Wednesday, June 22, 2016

Predictions Coming True - Inventory Adjustment Under Way and Rates are Down

›
A special edition of Marcoeconomic Monday today!  The results are in and they are really showing a slowing economy (GDP adjustments have bee...
Saturday, April 30, 2016

Inventories Continue to Grow

›
For those who read this blog regularly, you know a key metric I track regularly is the Inventory to Sales ratio.  The reasons I do this are ...
1 comment:
Saturday, February 6, 2016

More Tough News for the Rail Roads - Carloads Dropped 16.6%

›
The January AAR report has come out and it is not pretty for the railroads.  Of course coal has been a big driver but it looks like all com...
1 comment:

Courier and Delivery Driver Employment Fall; Warehouse Employment Up

›
Post the holiday e-commerce surge, the inevitable arrived.   According to the Wall Street Journal, courier and delivery jobs were shed quick...
Monday, May 25, 2015

Inventory to Sales Ratio is Not Showing a Pretty Picture - Macroeconomic Monday is Back!

›
All the data I am seeing is indicating some real softness in the economy. At first, people thought it was the weather and then we went to th...
Tuesday, November 12, 2013

Behind The 2.5% GDP Number.. Not So Fast

›
The initial read on Q3 GDP seemed pretty impressive at 2.5% .  That would indicate things are moving along and creeping up to the 3% "b...
Tuesday, August 27, 2013

Economic Gains - Concept or Reality?

›
Don't want to be a "debbie downer" here but I came across this article in Logistics Management Magazine titled: Economic Gains...
Saturday, August 17, 2013

Macroeconomic Monday® - The Demographic Shift to Multi Family, City Dwelling is Real

›
For those reading this today, Saturday, I normally write this on Saturday then post on Monday.  But, I figured if you want to read on Saturd...
Thursday, August 15, 2013

Wal-Mart Guides Lower - Sales Weaker

›
Reporting this morning, Wal-Mart is describing slow sales , and it has guided the street lower for the remainder part of the year.  This is ...
Thursday, August 1, 2013

What Does 1.7%GDP Growth Mean for Transportation?

›
This week the first look at Q2 GDP came in and the number was 1.7%.  Headlines were anywhere from " GDP Crushes Expectations " (Se...
Monday, June 10, 2013

Macroeconomic Monday® - A tale of Two Economies

›
There are two economies developing and it is very important you do not confuse the two.  The first economy is the financial  economy.  This ...
Saturday, April 6, 2013

The Jobs Report Relative to Logistics: Families Enjoy Life More With Less?

›
The major economic news yesterday which, for a short period of time shattered the markets, was the jobs report.  Some key statistics from th...