US Freight Volumes Hit Record High Despite Economic Concerns

US Freight Volumes Hit Record High Despite Economic Concerns

The U.S. Freight Transportation Services Index (Freight TSI) reached a record high, sparking debate about the economy's health. Despite economic headwinds, freight volume growth was driven by consumer demand, inventory cycles, and shifts in transportation structure. However, the sustainability of this growth remains questionable, requiring attention to potential risks and the overall economic health. Moving forward, the freight industry needs to identify opportunities amidst uncertainty, and policymakers must comprehensively analyze various economic indicators.

02/04/2026 Logistics Industry Insights
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US Freight Volume Reaches Record High Despite Economic Challenges

US Freight Volume Reaches Record High Despite Economic Challenges

The U.S. Freight Transportation Services Index (Freight TSI) reached a record high of 142.4 in June, surpassing the previous peak in August 2019. Despite mixed economic indicators, the increase in freight volume reflects economic resilience. Growth was observed across trucking, rail, air, and water transportation, while rail intermodal and pipeline transportation declined. Businesses should pay close attention to macroeconomic conditions, consumer demand, supply chain dynamics, and regulatory changes to adapt their strategies accordingly.

02/04/2026 Logistics Industry Insights
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Freight Carriers Profits Decline Amid Overcapacity TD Cowen

Freight Carriers Profits Decline Amid Overcapacity TD Cowen

The TD Cowen/AFS Freight Index Q3 report highlights the challenges carriers face due to overcapacity, declining rates, and tariff impacts. Analyzing key data across Truckload, Parcel, and LTL sectors, the report emphasizes the need for carriers to prioritize profitability and persevere in a soft market. Operational refinement, technological innovation, and flexible strategic adjustments are crucial for success. Carriers must focus on defending profit margins amidst these pressures to ensure long-term sustainability.

02/04/2026 Logistics Industry Insights
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US Trucking Industry Rebounds Strongly Despite Economic Uncertainty

US Trucking Industry Rebounds Strongly Despite Economic Uncertainty

The American Trucking Associations (ATA) report indicates a rebound in the U.S. Freight Tonnage Index for June, although it remains down year-over-year. Economic reopening is driving freight volume recovery, but the risk of a second wave of the pandemic persists. Freight companies need to closely monitor the pandemic's development, optimize operations, diversify businesses, strengthen risk management, embrace digital transformation, focus on sustainability, and prioritize talent development to navigate market changes and seize opportunities.

02/04/2026 Logistics
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US Trucking Rebounds in January Hinting at Economic Growth

US Trucking Rebounds in January Hinting at Economic Growth

According to the American Trucking Associations, U.S. trucking volume rebounded strongly in January 2019, with a seasonally adjusted index increase of 2.3%. While the year-over-year growth was slightly below the 2018 full-year average, it still indicates economic vitality. This analysis examines key factors influencing trucking volume, including macroeconomics, consumer spending, and capacity. It also previews future opportunities and challenges for the industry, emphasizing its crucial role as an economic barometer.

02/04/2026 Logistics
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US Services Sector Growth Slows but Remains Strong in September

US Services Sector Growth Slows but Remains Strong in September

The U.S. ISM Non-Manufacturing Index (NMI) registered 58.6 in September, according to the Institute for Supply Management. While slightly lower than August, the NMI remains well above the 50 threshold, indicating continued expansion in the non-manufacturing sector. This sector has now experienced growth for 56 consecutive months, providing significant support to the U.S. economy. It's important to monitor the impact of global economic uncertainties on the future development of the non-manufacturing sector.

02/03/2026 Logistics Industry Insights
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Industrial Real Estate Demand Rises As Vacancy Rates Fall

Industrial Real Estate Demand Rises As Vacancy Rates Fall

The Prologis Industrial Business Indicator (IBI) shows a significant rebound in industrial property leasing activity, with the IBI index reaching a new high. Diversified demand, declining vacancy rates, and limited supply are the main driving factors. The report recommends that tenants seize leasing opportunities and landlords flexibly adjust their strategies to cope with market changes. The strong performance indicates continued growth and resilience within the industrial real estate sector, despite broader economic uncertainties.

02/11/2026 Logistics Industry Insights
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