Slowing inflation means the Fed will slow down its pace of rate increases that it implemented to slow the overheated economy. The questions are, how much, how fast — and how might that affect the outlook for trucking fleets?
While the economy continues to grow, it appears to be doing so at a slower rate, and freight yields are coming under increasing pressure, HDT's Contributing Economic Analyst Jeff Kauffman.
Transport companies delivered largely better-than expected second-quarter earnings, but we are starting to see weaker trends developing in consumer-facing industries.
Traditionally, trucking was looked to as an early indicator of larger economic problems. Find out why HDT’s economic analyst thinks this freight cycle may be different.
As we neared the end of 2021 and took a look at third-quarter fleet earnings reports, the news looked good — good enough that the stock prices of the group were up 15.6% during the earnings reporting season, compared to the Standard & Poor’s 500 Index that was up 7.6%.
If looking behind the Cass shipment and expenditures numbers means what HDT's Contributing Economic Analyst Jeff Kauffman thinks it does, long-haul carriers could benefit.
Transportation and logistics companies delivered largely better-than expected second quarter 2021 earnings with improved outlooks, although there were larger headwinds than expected.
Driver costs, equipment costs, insurance costs, travel and food costs may have longer-term legs of reducing the purchasing power of your budget, says HDT's Contributing Economic Analyst Jeff Kauffman.
While some have predicted a cliff-event drop in spot rates like in 2018, there is evidence that we may instead see more of a contract rate extended plateau, similar to what we saw in 2011-2012, Jeff Kauffman suggests.
Is a broad statistic that can give us a real-time second-level read on the magnitude and direction of freight trends? The answer is rail carloads.
How did publicly traded trucking fleets perform financially as the roller-coaster year of 2020 headed back uphill in the third quarter?
Most major freight indexes continued to advance last month, but the economy may not be as healthy as we would hope.
The global shutdowns caused by the COVID-19 pandemic continue to wreak havoc in economic forecasting.
For the third time this year, the economy seems to be doing better than trucking markets.
For the third time this year, the economy seems to be doing better than trucking markets. Let’s dig into third-quarter earnings reports from publicly traded fleets for more.