Freight Market Braces for Weak Peak Season TD Cowen Index

Freight Market Braces for Weak Peak Season TD Cowen Index

The TD Cowen/AFS Freight Index indicates a mixed performance in the third quarter freight market. LTL rates increased due to Yellow's bankruptcy, while parcel shipping saw deeper discounts. Truckload remained relatively stable. A muted peak season is expected in the fourth quarter with slower growth across all segments. Logistics companies need to refine operations, improve service quality, and embrace digitalization to navigate these challenges. The index highlights the need for strategic adaptation in a dynamic market environment.

01/15/2026 Logistics Industry Insights
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Q1 Trucking Rebounds As LTL Sector Struggles TD Cowen Index

Q1 Trucking Rebounds As LTL Sector Struggles TD Cowen Index

The TD Cowen-AFS Freight Index Q1 report indicates emerging signs of recovery in the trucking market, with spot rates increasing but contract rates still under pressure. Parcel shipping pricing strategies are proving effective, though intense competition leads to significant discounts. Less-than-truckload (LTL) pricing remains robust, but declining fuel surcharges suggest a loosening of pricing discipline. The report provides valuable market insights for businesses, enabling them to develop agile transportation strategies. This information is crucial for navigating the current freight landscape and optimizing supply chain operations.

01/15/2026 Logistics Industry Insights
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Freight Index Shows Signs of Recovery Amid Q1 Market Struggles

Freight Index Shows Signs of Recovery Amid Q1 Market Struggles

The TD Cowen-AFS Freight Index Q1 report indicates emerging signs of recovery in trucking, although overcapacity persists. Parcel shipping pricing strategies are proving effective, but the risk of discounts remains a concern. Less-than-truckload (LTL) pricing discipline faces challenges, with growth slowing. The report highlights the current state and future trends across various transportation modes, providing valuable insights for market participants. It underscores the complexities of balancing demand, capacity, and pricing in a dynamic freight environment.

01/15/2026 Logistics Industry Insights
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Freight Market Rebounds As TD Cowen Index Signals Rate Hikes

Freight Market Rebounds As TD Cowen Index Signals Rate Hikes

The TD Cowen-AFS Freight Index reveals pockets of optimism amidst challenges of soft demand and excess capacity. Truckload spot rates are increasing, and parcel pricing strategies are proving effective. However, LTL pricing discipline may be weakening. The index anticipates varying degrees of rate increases across different transportation modes in Q1 2025. While headwinds persist, certain segments demonstrate resilience and potential for growth, suggesting a complex and evolving freight market landscape. Monitoring these trends is crucial for informed decision-making.

01/15/2026 Logistics Industry Insights
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US Freight Market Faces Trade War Challenges TD Cowen Index

US Freight Market Faces Trade War Challenges TD Cowen Index

The TD Cowen/AFS Freight Index Q2 report unveils the challenges and trends in the US freight market under the shadow of the trade war. Analyzing the current market situation in various modes like truckload, parcel, and LTL, the report points out that tariffs, demand shifts, and capacity adjustments are key factors influencing the market. The report emphasizes the need for businesses to closely monitor market dynamics and flexibly adjust strategies to cope with uncertainties. This includes understanding the impact of tariffs and adapting to changing consumer demand.

01/15/2026 Logistics Industry Insights
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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 Tracks Volatility in Trucking Parcel and LTL Markets

TD Cowen Index Tracks Volatility in Trucking Parcel and LTL Markets

The TD Cowen-AFS Freight Index indicates a weak but optimistic trucking market. The express sector is significantly impacted by pricing strategies. LTL (Less-Than-Truckload) pricing remains stable, but pricing discipline may be loosening. Despite soft demand, there are positive indicators emerging. The index serves as a valuable decision-making resource for participants in the freight market, providing insights into current conditions and potential future trends across various transportation modes.

01/15/2026 Logistics Industry Insights
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Parcel LTL and Truckload Markets Show Divergent Trends TD Cowen Index

Parcel LTL and Truckload Markets Show Divergent Trends TD Cowen Index

The TD Cowen/AFS Freight Index reveals a divided US freight market. Parcel rates are up due to fuel surcharges and dimensional weight increases. Less-than-truckload (LTL) benefits from Yellow's bankruptcy, maintaining strong pricing. Truckload (TL) rates are slightly down due to increased short-haul shipments. Companies should optimize transportation networks, strengthen carrier partnerships, and improve load factors to navigate these trends and manage logistics costs effectively.

01/15/2026 Logistics Industry Insights
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TD Cowenafs Index Highlights Trends in Truckload Parcel and LTL Markets

TD Cowenafs Index Highlights Trends in Truckload Parcel and LTL Markets

The TD Cowen-AFS Freight Index unveils the latest trends in the trucking, parcel, and LTL transportation markets. Spot market trucking shows optimistic signs, but contract rates lag. Parcel pricing adjustments are effective, leading to intense competition. LTL pricing remains firm, but carrier pricing discipline is weakening. The index provides freight companies with crucial insights for strategic planning, operational optimization, and enhanced profitability. It serves as a valuable benchmark for understanding market dynamics and making informed decisions in a rapidly evolving transportation landscape.

01/15/2026 Logistics Industry Insights
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