US Manufacturing Activity Holds Steady Amid Minor Decline

US Manufacturing Activity Holds Steady Amid Minor Decline

Although the US ISM Manufacturing PMI edged down slightly in February, it remained above the 50 threshold, indicating continued expansion in the manufacturing sector. Key indicators such as new orders, production, and employment all maintained growth. Rising prices and faster delivery speeds reflect adjustments in supply and demand. Analysis suggests the manufacturing industry is developing steadily. Businesses should adapt flexibly to market changes, and the government needs to provide continuous support.

US Service Sector Expands Strongly in January ISM Report

US Service Sector Expands Strongly in January ISM Report

US service sector activity rebounded strongly in January, with the Services PMI returning to expansionary territory. Industry performance was mixed, but sub-indices showed broad-based improvement. Supply chain bottlenecks and inflationary pressures persist, potentially slowing future growth. Recommendations include alleviating supply chain issues, controlling inflation, supporting innovation, optimizing the business environment, and strengthening workforce training to promote sustained recovery in the service sector. These measures are crucial for fostering a healthy and resilient service economy.

Bank of America Freight Index Shows Signs of Stabilizing

Bank of America Freight Index Shows Signs of Stabilizing

The Bank of America Freight Payment Index indicates a continued decline in U.S. freight volumes and spending in Q2, but the contraction is slowing, potentially signaling a market bottom. Regional freight performance varies, with consumer spending shifting towards services and persistent high inflation impacting the freight market. Analysts suggest that the triple pressure of low volumes, low rates, and high costs may lead to further capacity reduction in the industry. The reduced decline could be a positive sign, but challenges remain.

US Rail Freight Rises Intermodal Surges in Early March

US Rail Freight Rises Intermodal Surges in Early March

According to the Association of American Railroads, U.S. rail freight and intermodal volume both increased year-over-year for the week ending March 8, 2025. However, year-to-date, total carload traffic is down 1.5%, while intermodal volume is up 8.4%. Coal and grain shipments increased, while metallic ores, chemicals, and forest products declined. Railroad companies should capitalize on intermodal opportunities and address freight challenges to achieve sustainable growth.

01/30/2026 Logistics
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Freight Market Rebounds As Capacity and Spending Rise

Freight Market Rebounds As Capacity and Spending Rise

The freight market shows signs of recovery after multiple challenges, driven by rebounding capacity and increased consumer spending. The surge in import volume is influenced by both short-term factors and long-term trends. Trucking and rail transportation are both exhibiting positive momentum in land transport. Growth in intermodal volume reflects robust consumer spending, while shifts in consumer spending patterns also significantly impact the freight market. Despite remaining uncertainties, positive signals are emerging, warranting cautious optimism.

US Service Sector Growth Slows in Latest PMI Report

US Service Sector Growth Slows in Latest PMI Report

The US Services PMI has grown for five consecutive months, but the growth rate is slowing. Declines in several sub-indices suggest future challenges. There is divergence within the industry, and inflationary pressures persist. Businesses need to strengthen risk management, optimize supply chains, and innovate service models to cope with a complex and volatile market environment. The slower growth and persistent inflation highlight potential headwinds for the service sector.

US Rail Freight Sees Modest Recovery in Late September

US Rail Freight Sees Modest Recovery in Late September

According to the Association of American Railroads, U.S. rail carload and intermodal traffic both experienced year-over-year growth in late September. Carload traffic increased by 0.9%, with notable gains in nonmetallic minerals, grain, and motor vehicles & parts, while coal, petroleum, and metals declined. Intermodal volume rose by 1.1%. Year-to-date figures show a 2.1% increase in total carload traffic and a 3.5% increase in total intermodal volume. The rail freight market faces both challenges and opportunities, requiring proactive adaptation.

01/29/2026 Logistics
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North American Intermodal Traffic Declines Amid Industry Shifts

North American Intermodal Traffic Declines Amid Industry Shifts

Data from the Intermodal Association of North America (IANA) shows a continued decline in North American intermodal volumes, though the rate of decrease is slowing. This downturn is attributed to a combination of macroeconomic conditions, internal industry factors, and geopolitical influences. IANA suggests that challenges and opportunities coexist, identifying cross-border trade as a potential growth area. Businesses need to transform and innovate, improve service quality and efficiency, expand service offerings, embrace technological innovation, and strengthen cooperation and collaboration to succeed in this evolving landscape.

01/29/2026 Logistics
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US Rail Freight Auto Petroleum Up As Coal Declines

US Rail Freight Auto Petroleum Up As Coal Declines

According to the Association of American Railroads, U.S. rail freight traffic decreased by 7.9% year-over-year for the week ending May 9, while intermodal traffic increased by 3.8%, showing a diverging trend. Shipments of motor vehicles & parts and petroleum products increased, while coal shipments decreased significantly. Year-to-date, rail freight traffic is down 1.8%, and intermodal traffic is up 1.7%. Rail freight companies need to actively transform and expand their intermodal transportation business.

01/29/2026 Logistics
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US Rail Freight Automotive Grain Up As Intermodal Lags

US Rail Freight Automotive Grain Up As Intermodal Lags

The Association of American Railroads (AAR) reported a mixed performance in U.S. rail freight for the week ending March 21. Traditional carload traffic saw a slight year-over-year decrease, but grain and automotive shipments performed strongly. Intermodal volume, however, bucked the trend and increased. Year-to-date figures show a small increase in carload volume, while intermodal volume experienced a slight decline. The U.S. rail freight market is undergoing a transformation and upgrade, requiring proactive responses to challenges and the seizing of opportunities.

01/29/2026 Logistics
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