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 Rates Show Diverging Q3 Trends TD Cowen

Parcel LTL and Truckload Rates Show Diverging Q3 Trends TD Cowen

The TD Cowen/AFS Freight Index Q3 report reveals unprecedented discounting pressure in parcel shipping due to soft demand. Less-than-truckload (LTL) remains stable, while truckload (TL) is affected by demand and capacity. The report offers businesses valuable insights for developing logistics strategies and optimizing transportation costs. It emphasizes the need for companies to monitor market dynamics and flexibly adjust their plans to navigate the evolving freight landscape and capitalize on potential savings opportunities.

01/15/2026 Logistics Industry Insights
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TD Cowen Index Analyzes Parcel LTL and Truckload Pricing Trends

TD Cowen Index Analyzes Parcel LTL and Truckload Pricing Trends

The latest TD Cowen/AFS Freight Index report reveals a complex freight market. Parcel shipping faces intense discounting, while LTL (Less-Than-Truckload) pricing remains robust. Truckload demand, however, shows weakness. Shippers need a deep understanding of these market dynamics to navigate the challenges and adapt their strategies accordingly. The report highlights the contrasting trends across different freight modes, emphasizing the need for shippers to be agile and informed in their decision-making to optimize costs and maintain efficient supply chains.

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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Freight Logistics Adapts to Supply Chain Market Shifts

Freight Logistics Adapts to Supply Chain Market Shifts

This LM Podcast Series features Tom Nightingale of AFS Logistics, offering in-depth insights into the freight logistics market. The interview centers around four key topics: peak season outlook, capacity and rates, the rise of nearshoring, and the impact of the Baltimore incident. It provides businesses with forward-looking forecasts, cost-reduction strategies, and risk management advice. The podcast aims to help companies understand market dynamics and navigate the evolving supply chain landscape, enabling them to seize opportunities and mitigate challenges effectively.

01/15/2026 Logistics Industry Insights
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Logistics Expert Analyzes Supply Chain Disruption Challenges

Logistics Expert Analyzes Supply Chain Disruption Challenges

In the LM Podcast Series, Tom Nightingale of AFS Logistics analyzes the current state and future trends of the freight market. He focuses on peak season outlook, capacity and rates, nearshoring, and the impact of the Baltimore incident on supply chains. He advises businesses to plan ahead, optimize inventory, flexibly adjust transportation modes, and strengthen supply chain risk management to address market challenges. Proactive planning and diversification are key to navigating the complexities of the current freight landscape and mitigating potential disruptions.

01/15/2026 Logistics Industry Insights
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Freight Logistics Faces Supply Chain Challenges Expert Insights

Freight Logistics Faces Supply Chain Challenges Expert Insights

This episode review analyzes a Logistics Management Podcast Series episode where Tom Nightingale of AFS Logistics shares his unique insights into the current freight logistics market. The discussion covers peak season outlook, capacity rates, nearshoring, and the impact of the Baltimore incident. This provides valuable references for businesses to address supply chain challenges. Nightingale's expertise offers actionable intelligence for navigating the complexities of the current market and planning for future disruptions, making it a crucial listen for logistics professionals.

01/15/2026 Logistics Industry Insights
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Logistics Experts Warn of Peak Season Supply Chain Strains

Logistics Experts Warn of Peak Season Supply Chain Strains

AFS Logistics expert Tom Nightingale delves into critical issues in the freight transportation and logistics market on the Logistics Management podcast. He discusses peak season outlook, capacity and rates, the trend of nearshoring, and the impact of the Baltimore incident. Nightingale emphasizes the importance of strengthening supply chain risk management, adapting to market fluctuations, and embracing digital technologies to enhance supply chain resilience and competitiveness. Businesses should proactively manage risks and leverage technology for a more robust and agile supply chain.

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 Q1 report reveals mixed performance across transportation modes amidst soft demand and excess capacity. Truckload shows promise with rising spot rates, but contract rates remain under pressure. Parcel saw effective pricing adjustments, though discounts persist. LTL rates are stable, but pricing discipline may be loosening. The report anticipates potential rate increases in the future, suggesting a possible shift in the freight market dynamics. Overall, the index highlights the ongoing challenges and potential opportunities within the current freight environment.

01/15/2026 Logistics Industry Insights
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Parcel Discounts Rise As LTL Rates Hold Truckload Demand Slows TD Cowen

Parcel Discounts Rise As LTL Rates Hold Truckload Demand Slows TD Cowen

The TD Cowen/AFS Freight Index indicates a fragmented freight market: unprecedented discounts in parcel shipping, resilient or potentially increasing LTL pricing, and sluggish demand in truckload. Businesses should closely monitor market dynamics and flexibly adjust logistics strategies to capitalize on opportunities and navigate challenges. This includes leveraging parcel discounts while preparing for potential LTL rate hikes and optimizing truckload operations in a low-demand environment. Proactive adaptation is key to success in the current volatile freight landscape.

01/15/2026 Logistics Industry Insights
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