US Service Sector Growth Holds Steady in September ISM

US Service Sector Growth Holds Steady in September ISM

The ISM Non-Manufacturing Index edged down slightly in September but remained in expansion territory, signaling continued robust activity in the non-manufacturing sector. Increased consumer spending, technological innovation, and global economic recovery are key drivers of growth. Businesses should focus on challenges such as labor shortages and supply chain bottlenecks, seize opportunities, and navigate the market to stand out from the competition. The index suggests a generally positive outlook despite some headwinds.

02/03/2026 Logistics Industry Insights
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US Services Sector Growth Slows but Remains Strong in September

US Services Sector Growth Slows but Remains Strong in September

The U.S. ISM Non-Manufacturing Index (NMI) registered 58.6 in September, according to the Institute for Supply Management. While slightly lower than August, the NMI remains well above the 50 threshold, indicating continued expansion in the non-manufacturing sector. This sector has now experienced growth for 56 consecutive months, providing significant support to the U.S. economy. It's important to monitor the impact of global economic uncertainties on the future development of the non-manufacturing sector.

02/03/2026 Logistics Industry Insights
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Feds Jefferson Hints at Slower Rate Hike Pace

Feds Jefferson Hints at Slower Rate Hike Pace

Federal Reserve Governor Jefferson hinted that the Fed might slow the pace of rate hikes as monetary policy approaches the neutral interest rate. Market expectations for a December rate cut have cooled. Downside risks to employment have increased, while upside risks to inflation have decreased, and the labor market supply and demand are cooling. The Fed will rely more on economic data to adjust its policy, requiring investors to pay close attention to incoming data.

02/04/2026 Exchange Rate Query
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North American Rail Freight Carloads Rise Intermodal Declines

North American Rail Freight Carloads Rise Intermodal Declines

For the week ending November 8, 2025, U.S. rail carload traffic saw a slight increase of 0.1%, while intermodal units decreased by 8.7% year-over-year. Year-to-date figures show carloads and intermodal up 1.8% and 2.5% respectively, but the single-week data reflects pressures from economic slowdown, supply chain challenges, and energy transition. Rail freight needs to embrace innovation and strengthen collaboration to navigate these challenges and seize growth opportunities.

02/04/2026 Logistics
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North American Intermodal Transport Grows Amid Trade Uncertainties

North American Intermodal Transport Grows Amid Trade Uncertainties

The North American multimodal transportation market displays a 'dual differentiation' trend amidst trade uncertainties. While traditional sectors face challenges, multimodal transport remains crucial for future growth due to its cost-effectiveness and environmental benefits. Fully unlocking its potential requires overcoming challenges related to infrastructure, technological upgrades, and seamless connectivity. By addressing these hurdles, multimodal transportation can be transformed into a powerful engine for trade growth in North America, fostering economic prosperity and sustainable logistics solutions.

02/04/2026 Logistics Industry Insights
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US Rail Freight Rises in Early August on Carload Intermodal Growth

US Rail Freight Rises in Early August on Carload Intermodal Growth

According to the Association of American Railroads, U.S. rail freight continued to grow in the week ending August 9th, with carload traffic up 2.4% year-over-year and intermodal traffic up 3.4%. Year-to-date figures show a 2.8% increase in total carloads and a 4.6% increase in total intermodal volume. This growth in rail freight reflects the overall economic recovery in the United States. However, the industry faces challenges related to infrastructure and competition.

02/04/2026 Logistics
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US Rail Freight Volumes Reflect Uneven Recovery Trends

US Rail Freight Volumes Reflect Uneven Recovery Trends

The Association of American Railroads reported that U.S. rail freight and intermodal traffic both increased year-over-year for the week ending August 30th. Chemicals and metallic ores showed strong performance, while petroleum and grain declined. Year-to-date figures indicate overall growth in both rail freight and intermodal volume. Key drivers include economic recovery and infrastructure investments. However, attention should be paid to geopolitical risks such as inflation and labor shortages.

02/04/2026 Logistics
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US Truckload Rates and Volume Drop in July DAT

US Truckload Rates and Volume Drop in July DAT

The DAT report indicates a seasonal cooling in the US trucking market in late July, with both freight volumes and rates declining. Dry van, refrigerated, and flatbed sectors all experienced varying degrees of decrease. Analysts attribute this to a combination of seasonal factors, economic conditions, excess capacity, and fuel prices. Facing both challenges and opportunities, trucking companies and shippers need to closely monitor market trends and flexibly adjust their business strategies to navigate market volatility.

02/04/2026 Logistics
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North American Class 8 Truck Orders Drop Amid Weak Demand

North American Class 8 Truck Orders Drop Amid Weak Demand

Reports from ACT Research and FTR Associates indicate a drop in North American Class 8 truck orders for March, reaching the lowest level since 2010. Key factors contributing to this decline include inventory overhang, rising prices, diesel costs, freight volumes, fleet replacement cycles, and economic uncertainty. The reports suggest that truck manufacturers and dealers should enhance market research, optimize product portfolios, improve service quality, and focus on technological innovation to navigate the challenging market conditions.

02/04/2026 Logistics
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Class 8 Truck Backlog Reaches Decade High Straining Logistics

Class 8 Truck Backlog Reaches Decade High Straining Logistics

Recent data shows Class 8 truck backlogs at a decade high, highlighting logistics and supply chain bottlenecks. Multiple factors, including economic recovery, infrastructure stimulus, and e-commerce growth, are driving demand, while capacity constraints exacerbate supply-demand imbalances. Order backlogs lead to delivery delays and increased costs. Calls are being made to increase capacity, optimize supply chains, and encourage technological innovation to address the challenges and seize opportunities presented by the surge in demand.

02/04/2026 Logistics Industry Insights
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