US Freight Market Decline Eases Signaling Potential Recovery

US Freight Market Decline Eases Signaling Potential Recovery

The Bank of America's Q2 Freight Payment Index indicates a continued decline in U.S. freight volumes and spending, although the rate of decrease has slowed compared to previous quarters, suggesting a potential market bottom. The report analyzes national and regional freight data, attributing the decline to factors like a shift in consumer spending towards services, a cooling housing market, and high costs. While challenges persist, some regional month-over-month growth offers a glimmer of hope. The index provides insights into broader economic trends and market dynamics affecting the freight industry.

01/28/2026 Logistics Industry Insights
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US Rail Freight Decline Reflects Trade Logistics Risks

US Rail Freight Decline Reflects Trade Logistics Risks

US rail freight and intermodal volumes declined year-over-year in January, influenced by manufacturing weakness and trade uncertainty. While growth in some commodity categories offered hope, significant declines in coal and grain shipments were the primary drivers. Businesses should diversify supply chains, optimize inventory, strengthen risk assessments, embrace digitalization, and monitor policy changes to navigate challenges and seize opportunities. The decrease highlights the importance of proactive risk management and strategic adaptation in the face of evolving economic conditions and global trade dynamics.

01/29/2026 Logistics
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Freight Market Slump Continues As Carrier Profits Decline

Freight Market Slump Continues As Carrier Profits Decline

The TD Cowen/AFS Freight Index report reveals that the freight market faces numerous challenges, including excess capacity, declining rates, and policy uncertainty, making it difficult for carriers to maintain profitability. The report analyzes the current state and trends in the truckload, parcel, and less-than-truckload (LTL) markets. It emphasizes that technological innovation and service upgrades are crucial for future development and success in navigating these market complexities.

02/04/2026 Logistics Industry Insights
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Freight Carriers Profits Decline Amid Overcapacity TD Cowen

Freight Carriers Profits Decline Amid Overcapacity TD Cowen

The TD Cowen/AFS Freight Index Q3 report highlights the challenges carriers face due to overcapacity, declining rates, and tariff impacts. Analyzing key data across Truckload, Parcel, and LTL sectors, the report emphasizes the need for carriers to prioritize profitability and persevere in a soft market. Operational refinement, technological innovation, and flexible strategic adjustments are crucial for success. Carriers must focus on defending profit margins amidst these pressures to ensure long-term sustainability.

02/04/2026 Logistics Industry Insights
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US Rail Freight Decline Points to Economic Slowdown

US Rail Freight Decline Points to Economic Slowdown

According to the Association of American Railroads, U.S. rail freight and intermodal traffic declined year-over-year for the week ending February 11. Carload traffic decreased by 1.6%, while intermodal volume fell sharply by 10.2%. Year-to-date, carload traffic is up slightly by 1%, but intermodal volume is down 7.7%. While North American rail carload traffic increased, intermodal volume also saw a decline. These figures reflect the complexities of the current economic environment and the challenges facing supply chains, requiring businesses to closely monitor and adapt their strategies.

02/04/2026 Logistics
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US Rail Freight Decline Points to Economic Slowdown

US Rail Freight Decline Points to Economic Slowdown

According to the Association of American Railroads, U.S. rail carloads and intermodal units decreased year-over-year for the week ending September 20th. Grain and metallic ores shipments increased, but coal, miscellaneous, and nonmetallic minerals shipments declined. Year-to-date cumulative freight volume remains up compared to last year, but the short-term downward trend warrants attention. Global economic conditions and industry developments will influence the future rail freight market. Monitoring these trends is crucial for understanding overall economic health.

02/04/2026 Logistics
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US Rail Freight Decline Points to Economic Slowdown

US Rail Freight Decline Points to Economic Slowdown

Recent data reveals a decline in both U.S. rail freight and intermodal volumes, raising concerns about the economic outlook. While year-to-date figures remain relatively positive, macroeconomic factors and persistent supply chain bottlenecks pose significant challenges. Businesses need to closely monitor market trends, optimize their supply chains, and diversify their strategies to navigate the uncertainty. This downturn in rail freight is being watched as a potential leading indicator of broader economic slowdown.

02/04/2026 Logistics
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North American Rail Freight Gains Mask Intermodal Decline

North American Rail Freight Gains Mask Intermodal Decline

The Association of American Railroads (AAR) report indicates that for the week ending November 29, 2025, U.S. rail carload traffic increased by 4.3% year-over-year, while intermodal traffic decreased by 6.5% year-over-year. Year-to-date figures show growth in both carload and intermodal volume. The report highlights the complex landscape of the rail freight market, providing valuable market information and strategic insights for businesses.

02/04/2026 Logistics
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US Rail Freight Decline Points to Economic Slowdown

US Rail Freight Decline Points to Economic Slowdown

According to the Association of American Railroads, U.S. rail carload and intermodal traffic both declined year-over-year for the week ending September 13. Carload traffic saw a slight decrease overall, but categories like chemicals and motor vehicles & parts showed notable growth. Intermodal traffic remained weak. While year-to-date figures still indicate growth, short-term risks should not be ignored, and caution is warranted regarding a potential economic slowdown.

02/04/2026 Logistics
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US Rail Freight Rises Slightly Intermodal Declines in October

US Rail Freight Rises Slightly Intermodal Declines in October

U.S. rail freight saw a slight increase in overall volume, while intermodal transportation experienced a decline. Certain freight categories demonstrated growth, while others decreased. Despite short-term fluctuations, the long-term trend remains positive. Railroad companies need to improve operational efficiency and adapt to evolving market demands to capitalize on future opportunities. This includes optimizing resource allocation, enhancing customer service, and embracing technological advancements to maintain competitiveness and sustain growth in the rail freight sector.

01/17/2026 Logistics
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