Bank of America Sees Value in Small and Midcap Stocks

Bank of America Sees Value in Small and Midcap Stocks

Bank of America strategists believe small-cap stocks present compelling investment opportunities amid policy shifts and market structure adjustments. Policies aimed at reducing the cost of living benefit small businesses. Increasing investor concerns regarding tech stocks and the market's transition from asset-light to asset-heavy models further support small-cap performance. These factors collectively create a favorable environment for small-cap investments, suggesting potential outperformance in the current market landscape.

02/12/2026 Logistics Industry Insights
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Global Supply Chains Face Prolonged Recovery Report Shows

Global Supply Chains Face Prolonged Recovery Report Shows

An ASCM/KPMG report indicates that global supply chains are gradually recovering but remain unstable. Falling freight rates, increased nearshoring, labor market shifts, and inventory strategy adjustments are observed. Geopolitical and climate risks persist, contributing to the ongoing volatility and requiring businesses to remain agile and resilient in their supply chain operations. The report highlights the need for continuous monitoring and proactive risk management to navigate the evolving landscape.

01/28/2026 Logistics Industry Insights
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US Freight Market Shows Signs of Recovery Amid Downturn

US Freight Market Shows Signs of Recovery Amid Downturn

The Bank of America Freight Payment Index indicates a continued decline in both freight volumes and spending in the US freight market, though the rate of decrease is slowing, suggesting a potential market bottom. Regional market performance is diverging, with shifts in consumer spending patterns and cost pressures being key factors. Experts recommend focusing on changes in consumer structure, cost control, technological innovation, and the policy environment to navigate market challenges.

01/28/2026 Logistics Industry Insights
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Freight Recession Looms As Cass Index Points to Downturn

Freight Recession Looms As Cass Index Points to Downturn

The Cass Freight Index reports declines in both freight volume and expenditures for March, indicating a concerning outlook. The pandemic has caused dramatic shifts in demand and complex inventory levels. To navigate this challenging period, companies should closely monitor market dynamics, optimize their supply chains, diversify their business operations, strengthen collaboration and innovation, and implement meticulous cost control measures. These strategies are crucial for weathering the demand downturn.

01/27/2026 Logistics Industry Insights
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US Rail Freight Expands As Market Trends Shift

US Rail Freight Expands As Market Trends Shift

US rail freight presents a mixed picture: carload traffic is down, while intermodal volume is up. Overall, carload shipments experienced a slight increase for the year, while intermodal transportation saw a decline. Businesses should pay close attention to market trends, optimize their strategies, and foster collaborative development to navigate this dynamic landscape. Understanding these shifts is crucial for making informed decisions and ensuring long-term success in the rail freight industry.

02/11/2026 Logistics
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US Rail Freight Trends Diverge Amid Economic Uncertainty

US Rail Freight Trends Diverge Amid Economic Uncertainty

US rail freight shows a divergence: carload traffic increased by 2.8%, while intermodal traffic decreased by 5.8%. Year-to-date figures reveal a similar trend, with carload volume increasing and intermodal volume declining. This divergence could reflect shifts in supply chains, consumer demand, or fuel costs. Further analysis is needed to understand the underlying drivers and potential long-term implications for the rail freight industry and the broader economy.

02/11/2026 Logistics
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US Rail Freight Volumes Decline Amid Demand Uncertainty

US Rail Freight Volumes Decline Amid Demand Uncertainty

U.S. rail freight volume and intermodal traffic both declined year-over-year. Grain shipments increased, but other commodities decreased. The primary drivers behind this downturn are economic slowdown, persistent supply chain issues, and the ongoing energy transition. These factors are collectively impacting the demand for rail transportation across various sectors. The decline highlights the sensitivity of rail freight to broader economic trends and ongoing shifts in the energy landscape.

02/11/2026 Logistics
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Maritime Industry Adapts to Postpandemic Challenges

Maritime Industry Adapts to Postpandemic Challenges

This article provides an in-depth analysis of the COVID-19 pandemic's impact on the global maritime industry, covering aspects such as port operations, seafarer challenges, and shifts in shipping demand. For logistics managers, it proposes strategies including enhancing supply chain visibility, implementing risk management, and re-evaluating supply chain networks. Finally, it looks ahead to future trends in the maritime industry, such as digital transformation, green initiatives, and regionalization.

01/26/2026 Logistics Industry Insights
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North American Intermodal Market Rebounds in Q4 2024 Outlook Uncertain

North American Intermodal Market Rebounds in Q4 2024 Outlook Uncertain

The North American intermodal market saw a strong rebound in Q4, with total volume increasing by 3.1%, the first growth in nine quarters. While full-year volume declined by 5.9%, inventory adjustments and shifts in consumer spending patterns suggest growth potential in 2024. Changes in the global shipping landscape and competition from trucking pose challenges. Companies need to seize opportunities, optimize strategies, and collectively create a new era of intermodal success.

02/04/2026 Logistics Industry Insights
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US Consumer Demand Defies Warehouse Slowdown

US Consumer Demand Defies Warehouse Slowdown

US wholesale and retail inventories have diverged post-pandemic, influenced by shifts in consumption patterns, imports, and supply chain dynamics. This divergence suggests a potential 'new normal' for inventory management. Businesses need to adopt flexible strategies to navigate these evolving inventory landscapes, considering factors like changing consumer demand, global supply chain disruptions, and the overall economic outlook. Adapting to this new reality is crucial for maintaining competitiveness and optimizing inventory levels.

02/04/2026 Logistics Industry Insights
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