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Showing posts with label freight. Show all posts
Showing posts with label freight. Show all posts
Monday, May 13, 2024

Navigating the Freight Recession: Causes, Impact, and Recovery Outlook

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We have all heard of the global freight recession and much has been discussed. I thought I would provide a simple summary of "how we go...
Sunday, June 23, 2019

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

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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

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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...
Monday, October 24, 2016

CASS Report from September is Somewhat Grim - Macroeconomic Monday

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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

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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...
Friday, October 9, 2015

Where Will The September Index Land?

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Just posting the August numbers as a reminder since we should have September shortly.  However all indications are freight was soft as well ...
Monday, July 15, 2013

Read into The Earnings Statements - Freight is Soft - Beyond the Hype

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I found something very intriguing for shippers in the JB Hunt earnings release and it had to do with the ICS (Integrated Capacity Solution...
Monday, June 10, 2013

Macroeconomic Monday® - A tale of Two Economies

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There are two economies developing and it is very important you do not confuse the two.  The first economy is the financial  economy.  This ...
Friday, May 17, 2013

Vacation Got the Best of Me - Maersk Looks into A Dim Future for Containers

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Ok, just for my regular readers, I am back.  Took a bit of a vacation and toured around Europe for a while.  Sorry for the lack of posts and...
1 comment:
Thursday, April 11, 2013

The Incredible Shrinking Freight

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PCs replace mini and mainframes,  Laptops replace desktops, tablets replace laptops, smartphones replace tablets...  and so the saga goes.  ...
Wednesday, March 20, 2013

The Sick State of Ocean Freight

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I do not spend a lot of time on ocean freight and I probably should spend more.  Suffice it to say I know it is in a dramatic over capacity ...
1 comment:
Tuesday, March 5, 2013

Why I am Not Concerned About The "Driver Shortage"

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The myth that has existed in trucking for over 15 years is some year we will get into such an acute driver shortage that freight will be at ...