Freight Market Shifts Under Tariffs and Demand TD Cowenafs Index

Freight Market Shifts Under Tariffs and Demand TD Cowenafs Index

The TD Cowen/AFS Freight Index report indicates that tariff policies, declining consumer confidence, and changes in carrier pricing strategies are impacting the freight market. In trucking, front-loading of inventory is driving up rates, but increased short-haul shipments are lowering overall costs. For parcel, carriers are adjusting prices more frequently, and fuel surcharges are rising, but sales growth faces challenges. In LTL, pricing remains strong despite economic headwinds. The report highlights the complex interplay of factors influencing freight costs and volumes across different transportation modes.

01/15/2026 Logistics Industry Insights
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TD Cowen Index Shows Freight Market Shifts During Peak Season

TD Cowen Index Shows Freight Market Shifts During Peak Season

The TD Cowen/AFS Freight Index reveals emerging trends in the freight market: LTL pricing impacted by Yellow's closure, fuel surcharges rebound; Ground parcel discounts deepen, but demand surcharges loom; Truckload sees a short-term volume increase, peak season expectations are muted. The index provides shippers with valuable insights for informed decision-making. The LTL market is experiencing significant price volatility due to the disruption caused by Yellow's bankruptcy. Shippers need to carefully monitor these changes and adjust their strategies accordingly.

01/15/2026 Logistics Industry Insights
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TD Cowen Index Shows Freight Market Cooling Amid Economic Pressures

TD Cowen Index Shows Freight Market Cooling Amid Economic Pressures

Freight indices indicate peak season strength or weakness, with varying activity across different transportation markets. LTL rates are increasing, parcel rates are decreasing, and truckload rates remain stable. Influenced by macroeconomic factors and others, flexibility and responsiveness are crucial. The freight index provides insights into the current state of the logistics market and helps businesses understand the trends in transportation rates, enabling them to make informed decisions and adapt to market fluctuations effectively. Monitoring these indicators is key for navigating the complexities of the logistics landscape.

01/19/2026 Logistics Industry Insights
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Freight Index Shows Annual Growth Despite Seasonal Spot Market Decline

Freight Index Shows Annual Growth Despite Seasonal Spot Market Decline

The DAT report indicates a month-over-month decrease in spot truckload freight volume for September, but a significant year-over-year increase. Seasonal factors, new Hours of Service (HOS) regulations, and driver shortages are key factors influencing the market. Shippers and carriers need to strengthen collaboration to address these challenges and ensure supply chain stability. This collaboration is crucial for navigating the complexities of the current freight environment and maintaining efficient operations amidst fluctuating demand and evolving regulations.

01/21/2026 Logistics
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Freight Recession Worsens As Cass Index Points to Economic Slowdown

Freight Recession Worsens As Cass Index Points to Economic Slowdown

The Cass Freight Index indicates a potential economic downturn with declines in both freight volume and expenditures in October. Weak demand, inventory adjustments, and excess capacity are contributing to market pressure. Businesses should respond with agility and focus on cost control to navigate these challenging conditions. The report signals a need for careful monitoring of supply chain dynamics and proactive strategies to mitigate risks associated with the economic slowdown.

01/26/2026 Logistics Industry Insights
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Freight Market Slumps As Demand Weakens TD Cowen Index Shows

Freight Market Slumps As Demand Weakens TD Cowen Index Shows

The TD Cowen/AFS Freight Index report indicates that the US logistics market is facing multiple challenges, including soft demand, price reshaping following Yellow's bankruptcy, intense price competition, and shipper network optimization. The report suggests a potentially weak peak season this year, with each transportation mode facing different pressures and opportunities. Structural adjustments within the industry are considered inevitable.

01/28/2026 Logistics Industry Insights
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North American Heavyduty Truck Orders Jump in February

North American Heavyduty Truck Orders Jump in February

North American Class 8 truck orders rebounded strongly in February, reversing months of decline. Both FTR and ACT Research reported significant order increases, with experts interpreting this as a sign of healthy demand and avoiding a market collapse. The order growth is attributed to factors such as freight demand, improved fuel efficiency, stricter emission regulations, and technological innovation. While the market faces both challenges and opportunities, it's crucial to closely monitor market trends and optimize fleet configurations for future success.

02/03/2026 Logistics
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North American Class 8 Truck Orders Drop Sharply Amid Demand Concerns

North American Class 8 Truck Orders Drop Sharply Amid Demand Concerns

North American Class 8 truck orders experienced a significant decline in November, raising concerns about weakening demand. Reports from ACT and FTR indicate a month-over-month decrease of approximately 25-27% and a year-over-year drop of 22%. Experts attribute this to factors such as front-loading of demand, economic conditions, and excess capacity. Logistics companies should closely monitor key indicators like macroeconomic trends, freight volumes, and freight rates. A cautiously optimistic approach is advised in navigating market fluctuations.

02/03/2026 Logistics
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North American Class 8 Truck Orders Drop Sharply Amid Demand Slowdown

North American Class 8 Truck Orders Drop Sharply Amid Demand Slowdown

North American Class 8 truck orders plummeted in November, raising concerns about demand exhaustion and future market trends. Reports from ACT and FTR both indicate a significant decline in orders. Expert opinions diverge, questioning whether it's demand pull-ahead or a market turning point. This article provides an in-depth analysis of the influencing factors, offering recommendations for industry participants. A cautious yet optimistic approach is advised to navigate the challenges ahead. The sharp drop warrants careful monitoring of the market's evolution.

02/03/2026 Logistics
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North American Class 8 Truck Orders Drop Sharply Amid Demand Shift

North American Class 8 Truck Orders Drop Sharply Amid Demand Shift

ACT Research and FTR Associates reported a significant drop in North American Class 8 truck orders for November, raising concerns about demand exhaustion or a market inflection point. Experts suggest this may be a short-term fluctuation, with long-term fundamentals remaining healthy. However, they emphasize the need to closely monitor data in the coming months to assess the true impact and direction of the market. The sharp decline warrants careful observation for potential shifts in the freight and trucking industries.

02/03/2026 Logistics
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