Experts Warn of Tariff Impacts on 2025 Freight Peak Season

Experts Warn of Tariff Impacts on 2025 Freight Peak Season

Armada Corporate Intelligence expert Keith Prather delves into the current state of the freight economy, the impact of tariff policies, inventory and import management, and the outlook for the 2025 peak season. He emphasizes that businesses should closely monitor market changes, flexibly adjust strategies, and maintain communication with experts to address challenges and seize opportunities. Adaptability and informed decision-making are crucial for navigating the evolving landscape and maximizing success in the face of economic uncertainties and shifting trade dynamics.

01/07/2026 Logistics Industry Insights
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Prologis Index Signals Logistics Real Estate Market Rebound

Prologis Index Signals Logistics Real Estate Market Rebound

The GLP IBI Index indicates a rebound in logistics real estate demand, with growth in net absorption, new lease signings, and planned project pipeline. Large enterprises and e-commerce platforms are driving the recovery, but trade fluctuations pose challenges. Companies need to pay attention to the macroeconomy, enhance competitiveness, and prepare for the future of the industry. The index suggests a bottoming out and subsequent recovery, offering a positive outlook amidst ongoing economic uncertainties. The sector's resilience is highlighted by this upward trend.

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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Trucking Spot Rates Rise Slightly Amid Market Slowdown

Trucking Spot Rates Rise Slightly Amid Market Slowdown

The DAT Report indicates a continued soft US truckload freight market in October, with widespread declines in freight volume, although spot rates saw a slight increase. Experts attribute the challenges to weak demand and policy uncertainty. A muted peak season is anticipated, placing financial strain on trucking companies and brokers. Despite the slight spot rate increase, the overall market remains under pressure due to lower freight volumes and ongoing economic headwinds. The report suggests a cautious outlook for the remainder of the year.

01/21/2026 Logistics Industry Insights
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US Truckload Volume Falls Rates Rise in September

US Truckload Volume Falls Rates Rise in September

The US truckload freight market in September showed a mixed picture: declining volumes coupled with slightly higher rates. Dry van and refrigerated volumes decreased, while flatbed volumes increased. Spot rates generally rose, while contract rates declined. Market analysis suggests the rate increase was not demand-driven, leading to a pessimistic outlook for the peak season. Carriers, brokers, and shippers need to be flexible in responding to market changes. The decline in volumes despite rising rates indicates underlying economic weakness and potential inventory corrections.

01/21/2026 Logistics Industry Insights
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US Trucking Market Slows Amid Seasonal Downturn DAT Index

US Trucking Market Slows Amid Seasonal Downturn DAT Index

The November DAT Truckload Capacity Index reveals a mixed performance in the US freight market, influenced by seasonality and Thanksgiving. The index showed fluctuating capacity, with spot rates for refrigerated trucks increasing while contract rates declined across the board. Experts believe March will be a crucial turning point for the market, emphasizing the need to monitor the potential risk of port strikes. The overall outlook remains uncertain, requiring careful observation of key economic indicators and geopolitical developments impacting the transportation sector.

01/19/2026 Logistics Industry Insights
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Port of Los Angeles Reports Steady June Growth Despite Economic Concerns

Port of Los Angeles Reports Steady June Growth Despite Economic Concerns

The Port of Los Angeles experienced solid growth in June, but a cautious outlook prevails due to retail sector weakness. Strategic alliances are aiding port development, amidst intense competition among West Coast ports. Experts suggest low inventory levels could drive demand recovery, highlighting the importance of refined operations. While June's performance is positive, future growth hinges on navigating economic uncertainties and optimizing port efficiency. The port continues to adapt to evolving market dynamics and strives to maintain its competitive edge.

01/20/2026 Logistics
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ISM Report Shows Split Growth in Manufacturing and Services Sectors

ISM Report Shows Split Growth in Manufacturing and Services Sectors

The ISM report indicates a diverging growth outlook for the US manufacturing and service sectors in 2025. Manufacturing shows cautious optimism, anticipating accelerated growth in the second half of the year. The service sector demonstrates steady growth, but operational pressures remain. Companies should enhance demand forecasting, optimize inventory management, expand supply chain channels, strengthen risk management, and embrace digital transformation to navigate the complex and volatile market environment. Focusing on these areas will be crucial for sustained success amidst economic uncertainty.

01/27/2026 Logistics Industry Insights
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US Service Sector Expands Steadily in October ISM

US Service Sector Expands Steadily in October ISM

U.S. non-manufacturing activity expanded strongly in October, with the NMI rising to 55.4. Business activity and employment increased, and new orders expanded. The future presents both opportunities and challenges. This indicates continued growth in the services sector, a key component of the U.S. economy. The ISM report provides valuable insights into the current state and near-term outlook for the non-manufacturing sector, influencing economic forecasts and investment decisions. While the current expansion is positive, potential headwinds could impact future growth.

01/28/2026 Logistics Industry Insights
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US Retail Sales Flat in February Amid Consumer Weakness

US Retail Sales Flat in February Amid Consumer Weakness

February retail sales data released by the U.S. Department of Commerce and the National Retail Federation showed sluggish growth, reflecting challenges in the consumer market. Multiple factors, including inflation, high interest rates, and geopolitical risks, are impacting consumer confidence and purchasing power. Future growth in the retail sector hinges on controlling inflation, restoring consumer confidence, and fostering business innovation. The weak sales figures highlight the ongoing economic pressures faced by retailers and consumers alike, suggesting a cautious outlook for the near future.

01/28/2026 Logistics Industry Insights
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