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Results: 15
Economic Recovery: Alphabet Soup or Tennis Ball Bounce? [Commentary]
Where are we headed in 2020? [Commentary]
Carrier Earnings Worse than the Economy Might Indicate [Commentary]
What Can Purchasing Managers Tell Us About Truck Tonnage?

What Can Purchasing Managers Tell Us About Truck Tonnage?

In early October, we received a series of weaker-than-expected consumer and industrial data. Whether or not this data proves to be an outlier because of trade concerns and the strike at General Motors remains to be seen.

October 21, 2019

Is the Trucking Environment Getting Better or Just Less Bad? [Commentary]
Truck Fleet Earnings Are Lagging the Overall Economy
Are the Economy’s Skies Turning Darker? [Commentary]

Are the Economy’s Skies Turning Darker? [Commentary]

Growing up in the Midwest, you learn which cloud formations lead to slow and steady rain, and which often lead to more severe weather. Looking back at economic activity at the first half of 2019, we may be looking at the latter

August 8, 2019

What First-Quarter Fleet Earnings Tell Us

What First-Quarter Fleet Earnings Tell Us

The 3.2% first-quarter GDP figure released by the Commerce Department seems to portray a stronger volume environment than was experienced by the trucking industry, judging by first quarter fleet earnings.

May 28, 2019

When Economic Data Isn’t What It Appears to Be

When Economic Data Isn’t What It Appears to Be

The first few months of 2019 showed many inconsistencies in economic data, varying wildly from month to month. Is our economy really this inconsistent or is there another reason for the variation?

May 2, 2019

Commentary: How a Tough Winter Impacted Trucking
Commentary: What Do Fleet Earnings Tell Us About the State of Trucking?
What Will Earnings Look Like for Fleets This Year?

What Will Earnings Look Like for Fleets This Year?

With our 2019 economics and truck volume forecast in place, where should that take us in terms of earnings, and where are we in the course of the earnings cycle for truckers? Commentary from the February issue of Heavy Duty Trucking magazine.

February 1, 2019

Commentary: Welcome to the Year of the Consumer
Where Are We in the Business Cycle?

Where Are We in the Business Cycle?

Stock market volatility, rising interest rates, trade wars and other factors have some wondering if we’re standing on the precipice of the next recession. But company managements echo clear sailing ahead.

December 3, 2018

Commentary: What Tonnage, Carloads and PMI Mean for Freight Demand