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
Read More
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
Read More
TD Cowen Index Shows Trends in Truckload Parcel and LTL Shipping

TD Cowen Index Shows Trends in Truckload Parcel and LTL Shipping

The TD Cowen-AFS Freight Index Q1 analysis reveals new trends in the freight market. The truckload market shows cautious optimism with spot rates recovering. The parcel market benefits from effective pricing strategies, although discounts remain. LTL rates are stable, but pricing discipline may weaken. The index provides valuable market insights for businesses, helping them develop more informed freight strategies. It highlights key performance indicators and emerging challenges across different freight segments, offering a comprehensive overview of the current freight landscape and potential future developments.

01/15/2026 Logistics Industry Insights
Read More
TD Cowen Report Analyzes Q3 Freight Pricing Trends

TD Cowen Report Analyzes Q3 Freight Pricing Trends

The TD Cowen/AFS Freight Index Q3 report reveals a complex transformation in the US freight market. Parcel shipping sees unprecedented discounts, LTL pricing remains firm, while truckload demand is weak. The report analyzes data to forecast future trends, providing guidance for businesses in developing transportation strategies. Companies need to pay close attention to market dynamics and respond flexibly to stay competitive. This report highlights the importance of adaptability in navigating the current freight landscape.

01/15/2026 Logistics Industry Insights
Read More
US Rail Freight Decline Points to Yearend Economic Slowdown

US Rail Freight Decline Points to Yearend Economic Slowdown

Data from the Association of American Railroads indicates that U.S. rail freight and intermodal traffic decreased year-over-year for the week ending December 15th, but cumulative volumes remain slightly up for the year. Detailed data reveals varied performance across different commodity categories, reflecting structural market adjustments. Railroad companies need to pay attention to macroeconomic factors, supply chains, and the energy transition to actively address challenges, embrace change, and achieve sustainable development.

12/19/2025 Logistics
Read More
US Freight Volumes Drop Reflecting Broader Economic Slowdown

US Freight Volumes Drop Reflecting Broader Economic Slowdown

The latest Freight Transportation Services Index (Freight TSI) released by the Bureau of Transportation Statistics (BTS) shows a fourth consecutive month of decline in the U.S. freight market, raising concerns in the industry. The report reveals performance variations across different sectors and analyzes the macroeconomic context and long-term trends behind the decline. Facing a market with both challenges and opportunities, freight companies need to optimize supply chains, embrace technology, and focus on talent to maintain competitiveness.

01/19/2026 Logistics
Read More
Intermodal Freight Volumes Decline Amid Economic Slowdown

Intermodal Freight Volumes Decline Amid Economic Slowdown

According to the Intermodal Association of North America, U.S. intermodal volumes continued to decline in June, although the rate of decrease narrowed. The overall downward trend persists, primarily driven by economic downturn, changing consumer behavior, inventory adjustments, and shifts in transportation modes. The association's president believes that challenges and opportunities coexist. Inventory reshaping, cross-border trade, and the West Coast labor agreement are potential growth areas. Businesses should closely monitor the market, optimize inventory, re-evaluate transportation strategies, strengthen collaboration, and invest in technological innovation.

01/20/2026 Logistics
Read More
North American Rail Freight Slows Amid Economic Uncertainty

North American Rail Freight Slows Amid Economic Uncertainty

Data from the Association of American Railroads reveals a year-over-year decrease in U.S. rail freight and intermodal traffic for the week ending February 4th. While carloads of motor vehicles & parts and petroleum increased, coal, grain, and chemicals declined. Overall North American freight volume experienced a slight dip. Factors like economic cycles, supply chain issues, and the energy transition are impacting freight volumes. Companies need strategies such as service diversification, technological innovation, and network optimization to adapt to these evolving market trends.

01/20/2026 Logistics
Read More
Freight Industry Faces Economic Challenges AI Offers Hope

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.

01/20/2026 Logistics Industry Insights
Read More
Trucking Sector Struggles Amid Economic Slowdown

Trucking Sector Struggles Amid Economic Slowdown

Bloomberg analyst Lee Klaskow provides an in-depth analysis of the current US freight market, highlighting a "freight winter" driven by overcapacity and weak demand amid recessionary concerns. He predicts market stabilization in the second half of the year, with larger companies gaining an advantage. Klaskow anticipates a return to normalcy for the 2023 peak season and expects inventory levels to normalize. The article analyzes the market's challenges and opportunities, offering valuable insights for industry participants.

01/21/2026 Logistics Industry Insights
Read More