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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Logistics Industry Terminology Explained

Logistics Industry Terminology Explained

This article provides a detailed analysis of important professional terms in the logistics industry, including procurement personnel, hazardous materials shipping processes, breakbulk cargo, customs inspection, and customs documentation. Through the interpretation of these professional terms, the article aims to help readers better understand the complexity of logistics operations and the specific operational processes involved.

07/17/2025 Logistics Encyclopedia
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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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AFS Logistics Nightingale on Freight Market Challenges

AFS Logistics Nightingale on Freight Market Challenges

The President of AFS interprets the freight market, analyzing the Cowen/AFS Index and discussing topics such as peak season, capacity rates, nearshoring, and the Baltimore bridge collapse. The analysis provides valuable insights into current trends and challenges impacting the freight industry and offers perspectives on navigating these complexities within the broader supply chain landscape. This overview helps stakeholders understand the forces shaping freight costs and make informed decisions regarding their logistics strategies.

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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CMA CGM Acquires Ceva Logistics A Major Transformation in Global Logistics Landscape

CMA CGM Acquires Ceva Logistics A Major Transformation in Global Logistics Landscape

CMA CGM has acquired Swiss-based Ceva Logistics for $1 billion, aiming to expand its logistics business and provide complete supply chain solutions. This acquisition will position CMA CGM as the world's fourth-largest container operator, enhancing its competitiveness in the market. The newly integrated company will employ over 100,000 individuals, marking a significant transformation in the global logistics industry landscape.

07/28/2025 Logistics
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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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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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