US Services Sector Defies Economic Slowdown ISM

US Services Sector Defies Economic Slowdown ISM

The November US ISM Non-Manufacturing Report indicates continued solid growth, with the NMI index reaching 60.7. While business activity and new orders remained strong, the sector faces challenges including a skills shortage in the labor market and persistent upward pressure on prices. Tariffs and trade friction introduce uncertainty. Experts view the economic outlook as optimistic but emphasize the need to address these challenges. Businesses and policymakers should proactively respond to these factors to sustain growth and mitigate potential risks.

01/28/2026 Logistics Industry Insights
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US Faces Persistent Truck Driver Shortage Crisis

US Faces Persistent Truck Driver Shortage Crisis

The truck driver shortage in the US is a long-standing problem with a significant and growing gap. Factors such as aging workforce, demanding work conditions, industry competition, and career choices of the younger generation contribute to this predicament. Addressing the issue requires a multi-pronged approach, including improving driver compensation and benefits, optimizing training programs, enhancing working conditions, and adopting a rational perspective on autonomous driving technology. Only through these combined efforts can the 'highway crisis' be alleviated.

01/28/2026 Logistics Industry Insights
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US Trucking Industry Rebounds After July Slowdown

US Trucking Industry Rebounds After July Slowdown

According to the American Trucking Associations, U.S. truck tonnage in July, after seasonal adjustment, experienced a slight month-over-month decrease, but year-over-year growth remained robust. Experts believe that short-term fluctuations do not alter the long-term positive trend, and the second half of the year is expected to benefit from growth in heavy freight sectors such as energy and automotive. This article provides an in-depth analysis of the key factors influencing truck tonnage and looks ahead to the challenges and opportunities facing the industry in the future.

01/28/2026 Logistics
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US Truck Driver Shortage Threatens Economic Recovery

US Truck Driver Shortage Threatens Economic Recovery

American Trucking Associations data reveals a rising truck driver turnover rate, primarily driven by economic recovery and increased competition. Large truckload carriers experience a 97% turnover rate, while smaller carriers face 82%. Experts worry that regulations are impacting productivity, forecasting a worsening driver shortage. The industry is responding by increasing compensation, improving working conditions, and attracting younger drivers to mitigate the challenges.

01/28/2026 Logistics Industry Insights
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US Manufacturing Expands Despite Inflation Inventory Challenges

US Manufacturing Expands Despite Inflation Inventory Challenges

The ISM's April manufacturing report shows the PMI above 50 for the second consecutive month, but highlights concerns like inventory shortages and soaring prices. While new orders and production continue to grow, employment continues to contract. Expert opinions diverge, suggesting a challenging path to manufacturing recovery. Key issues to watch include inventory levels, rising costs, and the ongoing employment situation. The report paints a mixed picture, indicating potential growth hampered by supply chain constraints and labor market difficulties.

01/28/2026 Logistics Industry Insights
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US Manufacturing Growth Slows Amid Declining PMI

US Manufacturing Growth Slows Amid Declining PMI

The US manufacturing PMI declined for the third consecutive month in September. While still above the expansion threshold, key indicators like new orders, production, and employment all showed a downward trend, indicating weakening growth momentum. Experts attribute this to economic uncertainty but maintain that fundamentals remain solid, adopting a cautiously optimistic outlook. Businesses should closely monitor market dynamics and proactively address the risks associated with the economic downturn.

01/28/2026 Logistics Industry Insights
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US Factory Orders Unexpectedly Drop in September

US Factory Orders Unexpectedly Drop in September

US factory orders rose a less-than-expected 0.2% in September, with the data delayed due to the government shutdown. While durable goods and non-defense capital goods orders held steady, the overall figure suggests a potential slowdown in the manufacturing recovery. The market impact was limited, with investors focusing more on the latest economic indicators and Federal Reserve policy. The modest increase in factory orders reinforces concerns about the pace of economic growth and its implications for future monetary policy decisions.

01/28/2026 International Settlement
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Waymo Expands Driverless Trucking to Southwest US

Waymo Expands Driverless Trucking to Southwest US

Waymo is expanding its self-driving truck testing to Texas and New Mexico, marking further development of autonomous technology in logistics. The plan includes detailed mapping and technical preparations, aiming to optimize transport routes and improve efficiency. Facing competition and regulatory challenges, self-driving trucks are expected to reshape the logistics industry by increasing efficiency, reducing costs, and decreasing accidents. This expansion demonstrates Waymo's commitment to advancing autonomous trucking solutions and their potential impact on the future of freight transportation.

01/28/2026 Logistics Industry Insights
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US Intermodal Transport Adapts to Postpandemic Shifts

US Intermodal Transport Adapts to Postpandemic Shifts

Based on an interview with Larry Gross, this paper analyzes the impact of the COVID-19 pandemic on US multimodal transportation, including volume fluctuations, capacity bottlenecks, economic reopening, peak season forecasting, and potential post-pandemic transformations. It emphasizes the importance of digital transformation, automation, sustainability, and data-driven decision-making. The paper also provides development suggestions for multimodal transportation companies to navigate the evolving landscape and adapt to the new normal in the supply chain.

01/27/2026 Logistics Industry Insights
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Amazons US Listing Strategy Fuels Global Expansion

Amazons US Listing Strategy Fuels Global Expansion

This paper delves into the business logic behind Amazon's decision to list in the United States, revealing its 'e-commerce + cloud computing' business model and its customer-centric philosophy. It explores the strategic significance of the US market for Amazon and analyzes its global operational strategies and success factors, showcasing Amazon's strength and ambition as a global e-commerce giant. The analysis highlights key aspects that contributed to Amazon's growth and dominance in the competitive online marketplace.

01/27/2026 Logistics Industry Insights
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