TD Cowen Analyzes Freight Market Downturn and Future Trends

TD Cowen Analyzes Freight Market Downturn and Future Trends

TD Cowen Managing Director Jason Seidl provides an in-depth analysis of the current freight market, highlighting the trucking industry's longest downturn. However, he notes positive momentum in industrial data. The analysis delves into the impact of tariffs, nearshoring, and AI, offering insights into the less-than-truckload (LTL) and truckload (TL) market outlook. This piece aims to help businesses understand market dynamics and develop effective strategies to navigate the current environment. It offers a valuable perspective on the factors shaping the freight industry's future.

01/28/2026 Logistics Industry Insights
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Forward Air Sues Omni Logistics Over Failed Merger Deal

Forward Air Sues Omni Logistics Over Failed Merger Deal

Forward Air has filed a counterclaim against Omni, seeking to terminate their merger agreement, citing Omni's failure to fulfill obligations and raising concerns about its good faith. Analysts suggest that terminating the deal could potentially benefit Forward Air's core business.

01/28/2026 Logistics
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Experts Analyze Aviation Market Trends and Tech Advances

Experts Analyze Aviation Market Trends and Tech Advances

This report compiles insights from aviation experts, focusing on key areas such as the aviation market, travel technology, passenger behavior, and sustainability. It provides in-depth analysis and trend insights, helping professionals stay ahead in a rapidly changing market environment. We are committed to protecting your data privacy, and you can unsubscribe at any time.

01/26/2026 Logistics Industry Insights
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Intermodal Growth Faces Challenges Amid Economic Headwinds

Intermodal Growth Faces Challenges Amid Economic Headwinds

Joni Casey, President of the Intermodal Association of North America (IANA), analyzed the challenges facing intermodal transportation at the RailTrends conference, including declining ISO volumes, changing external environments, and labor shortages. She believes that through technological innovation, infrastructure development, cooperative partnerships, and talent cultivation, intermodal transportation will usher in growth opportunities and make a greater contribution to global trade.

01/28/2026 Logistics Industry Insights
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US Services Sector Expands Boosting Economic Growth

US Services Sector Expands Boosting Economic Growth

U.S. non-manufacturing activity hit a seven-year high, signaling new momentum for economic growth. The October NMI reached 60.1, marking 94 consecutive months of expansion and significantly exceeding the 12-month average. Sixteen industries reported growth, reflecting strong business confidence. However, labor shortages and geopolitical risks remain concerns. The government should optimize the business environment, strengthen talent development, and promote technological innovation to support the continued healthy development of the non-manufacturing sector.

01/28/2026 Logistics Industry Insights
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US Manufacturing Rebounds As Services Sector Expands ISM

US Manufacturing Rebounds As Services Sector Expands ISM

The latest ISM report indicates moderate growth in US manufacturing and robust expansion in the service sector for 2024. Manufacturing saw accelerated capital expenditure but slightly weaker revenue growth. Conversely, the service sector demonstrated strong growth in both revenue and investment. The report forecasts continued growth in both manufacturing and service industries for 2025, albeit with persistent internal structural differences. While manufacturing is investing, revenue lags. The service sector shows strength across the board. This divergence suggests varied supply chain pressures and investment strategies for the coming year.

01/28/2026 Logistics Industry Insights
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US Manufacturing PMI Edges Down in October Growth Persists

US Manufacturing PMI Edges Down in October Growth Persists

The US Manufacturing PMI edged down to 50.1 in October, remaining above the expansion threshold for the 33rd consecutive month, but indicating a slower pace of growth. The employment index decreased significantly, while production and new orders indices showed some growth. The inventory index declined. The food, beverage, and tobacco products industries performed well. Experts believe that the manufacturing sector faces both challenges and opportunities, requiring strengthened workforce training, encouraged technological innovation, and optimized business environment.

01/28/2026 Logistics Industry Insights
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US Supply Chain Council Boosts Resilience Efforts

US Supply Chain Council Boosts Resilience Efforts

The Supply Chain Council (SCC), a bipartisan organization, aims to strengthen U.S. supply chains by uniting businesses and labor. Its mission is to protect jobs, invest in infrastructure, and address global instability. Emphasizing collaboration and advocacy, the Council promotes policies at all levels to enhance supply chain resilience and sustainability, tackling current global supply chain challenges. The SCC seeks to foster a robust and secure supply chain ecosystem for the United States.

01/28/2026 Logistics Industry Insights
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Swiss Trade Surplus Shrinks As Global Demand Weakens

Swiss Trade Surplus Shrinks As Global Demand Weakens

Switzerland's trade surplus decreased to CHF 3.84 billion in November, with exports falling by 7.1% compared to the previous month. Watch exports experienced a year-on-year decline of 7.3%. Factors such as the global economic downturn, geopolitical risks, and exchange rate fluctuations may impact Switzerland's trade performance. The decline in watch exports, a key sector for the Swiss economy, is particularly noteworthy and warrants further monitoring to understand the underlying causes and potential long-term effects.

01/30/2026 International Settlement
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Quest for Quality Awards Honor Top Logistics Providers

Quest for Quality Awards Honor Top Logistics Providers

The Logistics Management Quest for Quality Awards reveal five key elements of logistics excellence, offering a detailed assessment of 3PLs and ports. This provides a data-driven reference for companies seeking to select high-quality partners. The awards highlight top performers and their strengths, enabling businesses to make informed decisions regarding their logistics and supply chain needs. The analysis goes beyond simple rankings, delving into specific service categories and performance metrics to offer a comprehensive view of the logistics landscape.

01/30/2026 Logistics Industry Insights
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