TD Cowen Analyzes Shifting Freight Market Trends

TD Cowen Analyzes Shifting Freight Market Trends

TD Cowen expert Jason Seidl shared insights on the freight market at the SMC3 JumpStart 2025 conference, covering the current economic situation, tariff impacts, AI applications, nearshoring trends, and the LTL/TL market outlook. He emphasized the importance for businesses to monitor market dynamics, embrace new technologies, optimize supply chains, and adopt rational pricing strategies to address challenges and seize opportunities. Companies need to stay informed and proactive in this evolving landscape.

01/20/2026 Logistics Industry Insights
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Echo Global CEO Adapts to 2012 Freight Market Challenges

Echo Global CEO Adapts to 2012 Freight Market Challenges

This article delves into the current state and future trends of the freight market in 2012, based on an interview with Doug Waggoner, CEO of Echo Global Logistics. The interview covers several key issues, including capacity, rates, technology adoption, and acquisition strategies. It provides valuable insights for shippers and third-party logistics providers, offering a comprehensive overview of the market dynamics and strategic considerations within the logistics industry during that period.

01/20/2026 Logistics Industry Insights
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TD Cowenafs Index Highlights Truckload Parcel and LTL Market Trends

TD Cowenafs Index Highlights Truckload Parcel and LTL Market Trends

The TD Cowen/AFS Freight Index Q1 report reveals cautiously optimistic signals in the truckload market. The parcel market faces a pricing strategy battle against market realities. Pricing discipline in the less-than-truckload (LTL) market may be loosening. This report offers valuable market insights for logistics companies, aiding in the optimization of their transportation strategies. It highlights key trends and challenges impacting different segments of the freight market, providing a comprehensive overview for informed decision-making.

01/17/2026 Logistics Industry Insights
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Q1 2025 Freight Index Shows Weak Demand Amid Recovery Signs

Q1 2025 Freight Index Shows Weak Demand Amid Recovery Signs

The TD Cowen-AFS Freight Index Q1 report reveals varying recovery signs across transportation modes despite persistent soft demand and overcapacity. Truckload spot market shows positive signals, parcel pricing strategies are effective, and LTL pricing discipline shows cracks. The report offers decision-making insights for shippers and carriers, highlighting the nuances of the current freight market. It analyzes key trends and provides a comprehensive overview of the factors influencing freight rates and capacity across different segments, offering valuable context for navigating the evolving landscape.

01/17/2026 Logistics Industry Insights
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Trucking Sector Gains As Parcel Pricing Shifts LTL Weakens Q1 Report

Trucking Sector Gains As Parcel Pricing Shifts LTL Weakens Q1 Report

The TD Cowen-AFS Freight Index Q1 report indicates signs of recovery in the trucking market despite overall weak demand. Parcel carriers successfully navigated challenges through pricing strategies. The less-than-truckload (LTL) market exhibited pricing strength, but pricing discipline is beginning to loosen. The report forecasts future trends across various transportation modes, highlighting the dynamics of supply, demand, and pricing strategies within the current economic climate. It provides valuable insights for understanding the evolving landscape of the freight transportation industry.

01/17/2026 Logistics Industry Insights
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Q1 Trucking Gains As LTL Sector Struggles Parcel Prices Rise

Q1 Trucking Gains As LTL Sector Struggles Parcel Prices Rise

The TD Cowen-AFS Freight Index Q1 report indicates emerging light in trucking, with spot rates rising, though contract rates remain under pressure. Parcel pricing strategies are proving effective, but competition is fierce. LTL pricing discipline is loosening, leaving the future uncertain. The report provides valuable insights for freight professionals and investors, highlighting key trends in the trucking, parcel, and LTL sectors. It offers a comprehensive overview of the current market conditions and potential future developments.

01/17/2026 Logistics Industry Insights
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US Rail Freight Faces Mixed Demand Amid Economic Uncertainty

US Rail Freight Faces Mixed Demand Amid Economic Uncertainty

For the week ending November 8th, the US rail freight market presents a mixed picture: rail freight volume saw a slight increase, while intermodal volume declined. Year-to-date figures indicate a positive long-term trend. Businesses need to closely monitor market dynamics, optimize freight structures, improve service quality, embrace technological innovation, and seize policy opportunities to achieve sustainable development. The fluctuating intermodal data requires careful attention to understand shifting consumer preferences and supply chain adjustments.

01/21/2026 Logistics
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US Rail Freight Gains in Carloads Loses in Intermodal

US Rail Freight Gains in Carloads Loses in Intermodal

According to the Association of American Railroads, U.S. rail carload traffic edged up 0.3% for the week ending October 18th, while intermodal traffic decreased by 4.8% year-over-year. Despite positive year-to-date cumulative figures, the market faces economic uncertainties and competitive pressures. Railroad companies need to improve efficiency and expand their business, and the government should increase infrastructure investment to jointly address the challenges.

01/21/2026 Logistics
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US Rail Intermodal Gains Offset Carload Declines

US Rail Intermodal Gains Offset Carload Declines

According to the Association of American Railroads, the U.S. rail freight market showed a divergence in the week ending October 17th. Container traffic increased by 11.3% year-over-year, while traditional freight declined by 7.5%. E-commerce growth and supply chain restructuring are driving the growth of container business. Meanwhile, energy transition and manufacturing adjustments are causing the decline in traditional freight. Railway companies should increase investment in container business, expand diversified businesses, strengthen technological innovation, and actively participate in policy making.

01/17/2026 Logistics
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Rail Freight Industry Adapts to Shifting Market Trends

Rail Freight Industry Adapts to Shifting Market Trends

This article delves into the rail freight and multimodal transportation sector, analyzing market conditions, service levels, freight volume fluctuations, and potential industry consolidation. It particularly focuses on the profound impact of the COVID-19 pandemic. Drawing on nearly three decades of experience, industry expert Tony Hatch interprets industry trends, analyzes policy influences, and forecasts future operating models. This provides readers with valuable insights into the rail freight market, offering a comprehensive overview of the current landscape and potential future developments.

01/21/2026 Logistics Industry Insights
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