Freight Industry Faces Economic Challenges AI Offers Hope
TD Cowen Managing Director Jason Seidl provides an in-depth analysis of the current freight market, noting a more pronounced economic downturn than expected, short-term tariff impacts, and a lackluster peak season. He identifies artificial intelligence and nearshoring as future trends, anticipating increased M&A activity and potential stimulus to the real estate market from interest rate cuts. The truckload market is slightly outperforming others. Businesses need to be agile and responsive to market shifts.









