US Freight Spending Hits Record High Amid Economic Recovery

US Freight Spending Hits Record High Amid Economic Recovery

The Bank of America Freight Payment Index indicates substantial growth in both US freight spending and shipment volumes in Q3, signaling economic recovery. Freight spending experienced its largest increase in a decade, while shipment volumes saw a steady rise for the third consecutive quarter. Regional performance varied, with the Northeast showing the largest gains and the Southeast impacted by hurricanes. The report highlights positive signs of economic recovery, but also points to challenges facing the market. Overall, the data suggests a strengthening economy driven by increased freight activity.

01/28/2026 Logistics Industry Insights
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US Freight Demand Rebounds Despite Ongoing Challenges

US Freight Demand Rebounds Despite Ongoing Challenges

The U.S. Bank Freight Payment Index for Q2 indicates a continued decline in the U.S. freight market, but with a narrowing decrease, potentially signaling a bottoming out. The report highlights a 'stagflation' scenario driven by shifting consumer patterns, high inflation debt, and carrier cost pressures. However, regional economic variations and e-commerce growth present opportunities. Future trends to watch include supply chain digitization, green logistics, and regional integration. The index suggests cautious optimism amidst ongoing economic headwinds, emphasizing the need for adaptability and innovation within the logistics sector.

01/28/2026 Logistics Industry Insights
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US Logistics Shows Steady Recovery in August Cass Index

US Logistics Shows Steady Recovery in August Cass Index

The Cass Freight Index's August report reveals signs of a steady recovery in the US logistics industry. While shipments and expenditures are down year-over-year, they have significantly increased month-over-month, indicating a rebound in economic activity. Increased imports at West Coast ports are a key driver, and tight capacity is leading to higher freight rates. The index is an important indicator for assessing the US freight market and forecasting economic trends, but it's crucial to consider the influence of seasonality, economic cycles, and specific events when interpreting the data.

01/28/2026 Logistics Industry Insights
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Yellow Corps Bankruptcy Shakes US Trucking and LTL Sector

Yellow Corps Bankruptcy Shakes US Trucking and LTL Sector

Yellow Corp., a century-old and formerly the fifth-largest trucking company in the US, has declared bankruptcy due to persistent losses, mismanagement, and strained labor relations. This bankruptcy is poised to reshape the competitive landscape of the less-than-truckload (LTL) shipping market, potentially leading to increased freight rates. Yellow Corp.'s collapse serves as a cautionary tale for businesses, highlighting how unchecked expansion and failure to manage labor relations can result in catastrophic outcomes. The company's downfall underscores the importance of sound financial management and effective labor strategies in the freight industry.

01/28/2026 Logistics Industry Insights
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Ecommerce Logistics Evolves Postpandemic Expert Says

Ecommerce Logistics Evolves Postpandemic Expert Says

Rick Watson provides an in-depth analysis of e-commerce logistics and the parcel market in the post-pandemic era. He examines the competition and collaboration between UPS, FedEx, and Amazon, addressing key issues such as parcel rates, last-mile delivery, and peak season challenges. The analysis further explores the evolving dynamics of the industry. Finally, Watson looks ahead to the future trends of e-commerce logistics, highlighting the increasing importance of automation, intelligence, and sustainability in shaping the industry's trajectory. This offers a comprehensive overview of the current landscape and future direction.

01/28/2026 Logistics Industry Insights
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CH Robinson Sells European Road Unit to Boost Sennder

CH Robinson Sells European Road Unit to Boost Sennder

C.H. Robinson's sale of its European road transport business to sennder marks a strategic shift, allowing it to focus on core competencies. The acquisition accelerates sennder's expansion in Europe and promotes the development of digital freight forwarding. This move also provides insights for Chinese logistics companies regarding digital transformation. The deal signifies a broader trend of consolidation and specialization within the logistics industry, driven by the need for efficiency and technological advancement. C.H. Robinson's decision highlights the importance of focusing on profitable segments and adapting to evolving market dynamics.

01/28/2026 Logistics
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Deloitte ASCM Launch Digital Supply Chain Transformation Model

Deloitte ASCM Launch Digital Supply Chain Transformation Model

Deloitte and ASCM jointly launched the Supply Chain Digital Capability Model (DCM) to help companies address market volatility and technological disruption, enabling the transition from linear supply chains to digital networks. The DCM is suitable for companies with digital transformation needs, offering investment strategies, transformation plans, and external perspectives. Compatible with the SCOR Digital Standard, it represents a significant shift in the field of supply chain management. It helps organizations assess their current digital capabilities, identify gaps, and develop a roadmap for implementing digital solutions across their supply chain.

01/28/2026 Logistics Industry Insights
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Global Supply Chains Face Labor Shortages Rising Freight Costs

Global Supply Chains Face Labor Shortages Rising Freight Costs

A report by ASCM and KPMG reveals that labor shortages and high freight costs are the primary pressures on the US supply chain. While geopolitical events have some impact, these two factors account for the majority of supply chain strain. The report highlights the tight labor market, rising logistics costs, and reliance on overseas supply. It advises businesses to take measures to address these challenges. The findings underscore the urgent need for companies to adapt to the evolving landscape and build more resilient and efficient supply chains to mitigate the impact of these persistent pressures.

01/28/2026 Logistics Industry Insights
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US Firms in China Balance Trade Strains Amid Growth Push

US Firms in China Balance Trade Strains Amid Growth Push

A US-China Business Council (USCBC) report indicates that while facing trade tensions and pandemic challenges, American companies in China remain confident in the Chinese market. 88% are positive about the Phase One trade deal, but the impact of tariffs is significant. Most companies have no plans to relocate, but supply chain restructuring is becoming a trend. The report calls for the US and China to build a stable economic and trade relationship to create a favorable environment for businesses. This includes addressing ongoing concerns and fostering greater predictability.

01/28/2026 Logistics Industry Insights
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ISM Report Shows Split Supply Chain Tactics in Manufacturing Services

ISM Report Shows Split Supply Chain Tactics in Manufacturing Services

The latest report from the Institute for Supply Management (ISM) indicates a diverging outlook for supply chain planning in the manufacturing and service sectors in the US. Businesses need to develop refined strategies tailored to specific industry characteristics, emphasizing data-driven decision-making, and strengthening supply chain management capabilities to navigate market uncertainties. This divergence highlights the need for a nuanced approach to forecasting and planning, taking into account the unique challenges and opportunities presented by each sector. Addressing these differences is crucial for maintaining resilience and optimizing performance.

01/28/2026 Logistics Industry Insights
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