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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Old Dominion Freight Posts Strong Q4 on Market Share Growth

Old Dominion Freight Posts Strong Q4 on Market Share Growth

Old Dominion Freight Line reported strong Q4 performance, with revenue increasing nearly 30%. This growth was driven by increases in both daily LTL tonnage and LTL revenue per hundredweight. The company continues to gain market share through superior service and network coverage. Old Dominion is also actively investing in future development to address industry challenges and capitalize on opportunities, positioning itself for continued success in the LTL freight market.

01/19/2026 Logistics
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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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FIATA Drives Digital Shift in Freight Forwarding to Unify Data

FIATA Drives Digital Shift in Freight Forwarding to Unify Data

FIATA is committed to leading the digital transformation of the freight forwarding industry. Its four strategic pillars – building trusted networks, promoting standard applications, fostering interoperability, and empowering business intelligence – aim to break down data silos and enable seamless data exchange. This helps member companies optimize business decisions and maintain a leading position in the digital age. FIATA's digital projects, such as the electronic bill of lading, are accelerating industry innovation.

01/20/2026 Logistics Industry Insights
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Rail Pulse Initiative to Modernize North American Freight with GPS

Rail Pulse Initiative to Modernize North American Freight with GPS

The Rail Pulse platform aims to enhance the safety and efficiency of North American rail freight through the use of GPS and telematics technology, driving digital transformation within the industry. By providing real-time location and condition monitoring of railcars, Rail Pulse seeks to improve asset utilization, reduce operational costs, and increase overall supply chain visibility. The platform's data-driven insights will empower railroads, shippers, and other stakeholders to make better-informed decisions and optimize their operations, ultimately modernizing the rail freight ecosystem.

01/20/2026 Logistics
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North American Rail Freight Mixed As Intermodal Outperforms in July

North American Rail Freight Mixed As Intermodal Outperforms in July

The Association of American Railroads (AAR) reported mixed results for North American rail freight traffic for the week ending July 7. Overall freight volume saw a slight year-over-year decrease, but intermodal volume increased. Regional performance varied, with significant differences between the East and West. Automotive and petroleum product shipments showed notable growth. Businesses should optimize intermodal strategies, pay attention to regional variations and key industries, and strengthen risk management practices.

01/22/2026 Logistics
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Freight Index Shows Annual Growth Despite Seasonal Spot Market Decline

Freight Index Shows Annual Growth Despite Seasonal Spot Market Decline

The DAT report indicates a month-over-month decrease in spot truckload freight volume for September, but a significant year-over-year increase. Seasonal factors, new Hours of Service (HOS) regulations, and driver shortages are key factors influencing the market. Shippers and carriers need to strengthen collaboration to address these challenges and ensure supply chain stability. This collaboration is crucial for navigating the complexities of the current freight environment and maintaining efficient operations amidst fluctuating demand and evolving regulations.

01/21/2026 Logistics
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Freight Firms Adapt Strategies As Inflation Ecommerce Strain Supply Chains

Freight Firms Adapt Strategies As Inflation Ecommerce Strain Supply Chains

Ascend CEO McLary shared the company's strategy and outlook on the freight market in a podcast, emphasizing technological innovation and collaboration to address challenges such as inflation. He highlighted the importance of adapting to evolving market dynamics and leveraging technology to improve efficiency and resilience within the supply chain. McLary's insights offer valuable perspectives on navigating the complexities of the current freight landscape and building a sustainable future for the industry.

01/21/2026 Logistics Industry Insights
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Logistics Study Shows Shifts in Freight Spending After 33 Years

Logistics Study Shows Shifts in Freight Spending After 33 Years

The 33rd Annual State of Logistics Report focuses on the shift in freight spending and analyzes how companies are adjusting strategies to respond to market changes. The report emphasizes the importance of corporate performance, competitive strategies, and technology adoption. It delves into the application of Artificial Intelligence in logistics, providing insights for companies to build intelligent logistics systems. This report offers valuable guidance for navigating the evolving logistics landscape and optimizing supply chain operations in a dynamic market environment.

01/19/2026 Logistics Industry Insights
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