TD Cowen Index Signals Freight Recovery Despite Weak Demand

TD Cowen Index Signals Freight Recovery Despite Weak Demand

The TD Cowen-AFS Freight Index Q1 report reveals overall soft freight market demand, but varying trends across transportation modes. Truckload spot market shows cautious optimism. Parcel shipping pricing strategies are effective, but discount competition is intense. LTL rates remain firm, but pricing discipline is loosening. The report emphasizes the need for carriers to be flexible and for shippers to optimize their supply chains. Despite the challenging environment, opportunities exist for those who can adapt and leverage data-driven insights to navigate the complexities of the current freight landscape.

01/15/2026 Logistics Industry Insights
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New Predictive Freight Index Aims to Forecast Shipping Rates

New Predictive Freight Index Aims to Forecast Shipping Rates

Cowen and AFS have partnered to launch a freight index, forecasting LTL, truckload, and parcel rates. The inaugural index reveals an increase in truckload rates and a decrease in LTL weight. This index provides valuable insights into the current state of the freight market and offers predictive analysis for future trends. It aims to assist shippers and carriers in making informed decisions regarding pricing and capacity planning. The index will be updated regularly to reflect the dynamic nature of the logistics industry.

01/15/2026 Logistics Industry Insights
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AFS Cowen Launch Predictive Freight Index for Market Trends

AFS Cowen Launch Predictive Freight Index for Market Trends

Cowen, in partnership with AFS, has launched a forward-looking freight index designed to provide institutional clients with accurate pricing tools across LTL, TL, and parcel shipping. The index leverages AI and ML technologies to forecast future rates and incorporates macroeconomic factors. The inaugural report reveals key trends such as rising truckload rates and declining less-than-truckload (LTL) weights. This index offers valuable decision-making insights for the logistics industry by providing a data-driven perspective on anticipated freight market conditions and potential cost fluctuations.

01/15/2026 Logistics Industry Insights
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Freight Market Slows Amid Tariff Uncertainty TD Cowen Data

Freight Market Slows Amid Tariff Uncertainty TD Cowen Data

The TD Cowen/AFS Freight Index report reveals the current state of the freight market, influenced by factors such as tariffs, consumer confidence, and market competition. The report analyzes the challenges and opportunities facing different modes of transportation, including truckload, parcel, and LTL. It also provides forecasts for future market trends, offering valuable insights for businesses to navigate market changes. The report highlights the interplay of economic forces shaping the freight landscape and provides a comprehensive overview of the current market dynamics.

01/15/2026 Logistics Industry Insights
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Freight Market Sentiment Mixed in Q3 TD Cowen Reports

Freight Market Sentiment Mixed in Q3 TD Cowen Reports

The latest TD Cowen/AFS Freight Index reveals a diverging Q3 logistics market: unprecedented parcel discounts, resilient LTL pricing, and weak truckload demand. Anticipated Fed rate cuts are unlikely to immediately impact freight pricing. Holiday season parcel competition will intensify, LTL prices will continue to rise, and a truckload recovery remains distant. The index highlights ongoing complexities in the freight sector, with varying performance across different transportation modes. The parcel sector is facing significant pricing pressure, while LTL demonstrates strength. Truckload continues to struggle with soft demand.

01/15/2026 Logistics Industry Insights
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Peak Season Freight Market Capacity Rates and Resilience Trends

Peak Season Freight Market Capacity Rates and Resilience Trends

This LM Podcast Series expert interview delves into the freight logistics market, focusing on peak season outlook, capacity and rate dynamics, nearshoring trends, and the impact of the Baltimore incident. Businesses should strengthen supply chain risk management, build diversified networks, and leverage data-driven decision-making to navigate market challenges and seize development opportunities. The discussion highlights the importance of proactive strategies and resilience in the face of evolving market conditions and potential disruptions within the freight and logistics landscape.

01/15/2026 Logistics Industry Insights
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Freight Experts Analyze Peak Season Capacity and Nearshoring Trends

Freight Experts Analyze Peak Season Capacity and Nearshoring Trends

This episode of the 'Logistics Management' podcast features expert Tom Nightingale providing an in-depth analysis of the freight logistics market. The discussion focuses on key issues such as peak season outlook, capacity rates, nearshoring, and the Baltimore incident. Nightingale offers valuable market insights and strategic recommendations to help business decision-makers understand market trends, address challenges, and drive business growth. He provides actionable advice for navigating the current landscape and optimizing supply chain operations.

01/15/2026 Logistics Industry Insights
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Freight Market Faces Capacity Crunch Amid Peak Season Pressures

Freight Market Faces Capacity Crunch Amid Peak Season Pressures

This report provides an in-depth analysis of key trends in the freight transportation and logistics market. It assesses peak season outlooks, capacity and rate fluctuations, the rise of nearshoring, and the impact of the Baltimore incident on supply chains. Offering forward-looking insights and strategic recommendations, this report empowers business decision-makers to navigate the competitive landscape and gain a competitive edge. The analysis helps companies understand the evolving dynamics and make informed decisions to optimize their supply chain strategies.

01/15/2026 Logistics Industry Insights
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Freight Market Braces for Weak Peak Season TD Cowen

Freight Market Braces for Weak Peak Season TD Cowen

The Cowen/AFS Freight Index indicates a slight increase in LTL rates in Q3, driven by factors like Yellow's bankruptcy and soft demand. Parcel rates decreased. A muted peak season is anticipated for Q4, with limited TL freight growth. The index reflects the current complex and volatile freight market, along with a trend of shippers actively optimizing their logistics networks. The impact of Yellow's exit and ongoing economic uncertainty are key factors shaping the near-term outlook for the industry.

01/15/2026 Logistics Industry Insights
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US Rail Freight Decline Points to Yearend Economic Slowdown

US Rail Freight Decline Points to Yearend Economic Slowdown

Data from the Association of American Railroads indicates that U.S. rail freight and intermodal traffic decreased year-over-year for the week ending December 15th, but cumulative volumes remain slightly up for the year. Detailed data reveals varied performance across different commodity categories, reflecting structural market adjustments. Railroad companies need to pay attention to macroeconomic factors, supply chains, and the energy transition to actively address challenges, embrace change, and achieve sustainable development.

12/19/2025 Logistics
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