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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TD Cowen Index Shows Freight Market Cooling Amid Economic Pressures

TD Cowen Index Shows Freight Market Cooling Amid Economic Pressures

Freight indices indicate peak season strength or weakness, with varying activity across different transportation markets. LTL rates are increasing, parcel rates are decreasing, and truckload rates remain stable. Influenced by macroeconomic factors and others, flexibility and responsiveness are crucial. The freight index provides insights into the current state of the logistics market and helps businesses understand the trends in transportation rates, enabling them to make informed decisions and adapt to market fluctuations effectively. Monitoring these indicators is key for navigating the complexities of the logistics landscape.

01/19/2026 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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Cass Freight Index Shows October Demand Slump Amid Labor Strikes

Cass Freight Index Shows October Demand Slump Amid Labor Strikes

The Cass Freight Index reveals declines in both freight volume and expenditures in October, year-over-year and month-over-month, primarily due to weak demand and the UAW strike. Analysts suggest that private fleets' internal sourcing may lead to overall freight volume outperforming road transport. Looking ahead, economic conditions, geopolitical risks, and technological changes will continue to impact the freight market, requiring proactive responses from businesses.

01/21/2026 Logistics Industry Insights
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Cass Freight Index Reports October Decline Amid Weak Demand Strikes

Cass Freight Index Reports October Decline Amid Weak Demand Strikes

The Cass Freight Index report reveals a 9.5% year-over-year decrease in freight volume and a 23.3% year-over-year drop in expenditures for October. Weak demand, compounded by the United Auto Workers strike, contributed to these record lows. Analysts anticipate continued downward pressure on freight volume and rates in the short term. However, the impact of the strike may create the potential for a future rebound in freight activity as production resumes and backlogs are addressed.

01/21/2026 Logistics Industry Insights
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US Freight Market Shows Signs of Recovery Trucking Index Rises

US Freight Market Shows Signs of Recovery Trucking Index Rises

The U.S. Trucking Conditions Index (TCI) reading for November reached a near two-year high, signaling a potential turnaround in the freight market. The report analyzes key factors influencing the TCI, including freight volume, freight rates, and fuel costs. It also provides recommendations for industry players to address challenges and seize opportunities. Experts advise cautious optimism and attention to policy changes. This positive trend suggests a potential recovery in the trucking sector, but careful monitoring of economic indicators remains crucial for informed decision-making.

01/21/2026 Logistics Industry Insights
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US Trucking Market Faces Winter Challenges As Freight Index Fluctuates

US Trucking Market Faces Winter Challenges As Freight Index Fluctuates

The Cass Freight Index indicates sluggish shipment volume growth and decelerating expenditure growth in November, suggesting challenges for the freight market. Year-over-year shipment volume declined, with a sharp decrease in West Coast imports, potentially influenced by shifts in global trade patterns. Expenditure growth was primarily driven by changes in the transportation mode mix, indicating persistent cost pressures. Investors can use the index to assess freight companies, but a comprehensive analysis incorporating other data is crucial. The index points towards a softening freight market, requiring careful monitoring of evolving economic conditions.

01/21/2026 Logistics
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Philippines Launches Blockchain Hub to Boost Fintech Growth

Philippines Launches Blockchain Hub to Boost Fintech Growth

The Philippines has launched its first blockchain space, a joint venture between UnionSPACE and SCI. This initiative aims to unite Southeast Asian fintech companies through collaborative events, offering co-working spaces, networking opportunities, training, and consulting services. The goal is to help the Philippines become a regional hub for fintech innovation. This launch emphasizes continuous learning and promotion to fully unlock the potential of blockchain technology within the country and the broader region.

01/19/2026 Logistics Industry Insights
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