Freight Market Slows Amid Tariff Uncertainty TD Cowen Data

Freight Market Slows Amid Tariff Uncertainty TD Cowen Data

The TD Cowen/AFS Freight Index report reveals the current state of the freight market, influenced by factors such as tariffs, consumer confidence, and market competition. The report analyzes the challenges and opportunities facing different modes of transportation, including truckload, parcel, and LTL. It also provides forecasts for future market trends, offering valuable insights for businesses to navigate market changes. The report highlights the interplay of economic forces shaping the freight landscape and provides a comprehensive overview of the current market dynamics.

01/15/2026 Logistics Industry Insights
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Freight Market Rebounds As TD Cowen Index Signals Rate Hikes

Freight Market Rebounds As TD Cowen Index Signals Rate Hikes

The TD Cowen-AFS Freight Index reveals pockets of optimism amidst challenges of soft demand and excess capacity. Truckload spot rates are increasing, and parcel pricing strategies are proving effective. However, LTL pricing discipline may be weakening. The index anticipates varying degrees of rate increases across different transportation modes in Q1 2025. While headwinds persist, certain segments demonstrate resilience and potential for growth, suggesting a complex and evolving freight market landscape. Monitoring these trends is crucial for informed decision-making.

01/15/2026 Logistics Industry Insights
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Freight Market Braces for Weak Peak Season TD Cowen

Freight Market Braces for Weak Peak Season TD Cowen

The Cowen/AFS Freight Index indicates a slight increase in LTL rates in Q3, driven by factors like Yellow's bankruptcy and soft demand. Parcel rates decreased. A muted peak season is anticipated for Q4, with limited TL freight growth. The index reflects the current complex and volatile freight market, along with a trend of shippers actively optimizing their logistics networks. The impact of Yellow's exit and ongoing economic uncertainty are key factors shaping the near-term outlook for the industry.

01/15/2026 Logistics Industry Insights
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Freight Market Braces for Winter Slowdown TD Cowen Reports

Freight Market Braces for Winter Slowdown TD Cowen Reports

The TD Cowen/AFS Freight Index reveals a complex US freight market: LTL rates are up, parcel rates are down, and truckload remains stable. Businesses need to closely monitor these shifts and optimize their strategies to navigate the evolving landscape. The index highlights the ongoing volatility and the importance of data-driven decision-making in managing transportation costs. Understanding these trends is crucial for shippers to effectively manage their supply chains and maintain a competitive edge in the current environment.

01/19/2026 Logistics Industry Insights
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Yellowlabel Truck Rules Raise Towing Costs for Freight Industry

Yellowlabel Truck Rules Raise Towing Costs for Freight Industry

Yellow-plate vehicle restrictions have led to increased trailer costs, triggering a conflict of interest among freight forwarders, trucking companies, and factories. This article analyzes the reasons behind the cost increase, explores the coping strategies of each party in the face of difficulties, and proposes suggestions for establishing healthy cooperative relationships and achieving sustainable development. It emphasizes that information transparency, reasonable negotiation, route optimization, efficiency improvement, and technological innovation are key to overcoming the challenges.

08/22/2025 Logistics Industry Insights
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Outpost Greenpoint Expand Truck Terminal Network to 1B

Outpost Greenpoint Expand Truck Terminal Network to 1B

Outpost announced a partnership with GreenPoint, securing a significant investment to expand its truck terminal network to $1 billion. This initiative addresses the shortage of terminal facilities in the trucking industry, aiming to optimize transportation routes, reduce costs, and improve logistics efficiency. Furthermore, it seeks to enhance the working conditions for truck drivers. This move signals a potential efficiency revolution within the logistics sector, promising streamlined operations and improved overall performance for the industry.

11/03/2025 Logistics
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Greenpoint Invests in Outpost to Expand Truck Terminal Network

Greenpoint Invests in Outpost to Expand Truck Terminal Network

Truck terminal network company Outpost secured a significant investment from GreenPoint, valuing the terminal platform at $1 billion. The funding will accelerate the nationwide expansion of its terminal network, improve network coverage, enhance trucking efficiency, and reduce transportation costs. This investment is expected to positively impact the logistics industry by providing a more robust and efficient infrastructure for freight movement. Outpost aims to create a seamless and reliable network for truckers across the country.

01/08/2026 Logistics
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CSX CN Launch Canadatonashville Intermodal Rail Service

CSX CN Launch Canadatonashville Intermodal Rail Service

CSX and CN have partnered to launch a new intermodal service from Canada to Nashville, providing an alternative to trucking. This intermodal solution aims to improve speed and reliability while also being more environmentally friendly. This collaboration highlights the increasing importance of intermodal transportation in modern supply chains. The service is expected to offer significant benefits to shippers seeking efficient and sustainable transportation options. Its role is projected to grow in the future.

01/21/2026 Logistics
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Truck Driver Shortage Spurs Calls for Safety Pay Reforms

Truck Driver Shortage Spurs Calls for Safety Pay Reforms

The truck driver shortage isn't about a lack of positions, but rather the unattractive compensation and working conditions. High turnover rates reflect the industry's struggles. Walmart's increased driver pay is a positive step. The key to solving the problem lies in providing safe, meaningful work with fair compensation, improving working conditions, building trust, and elevating the status of drivers. Addressing these issues is crucial to attracting and retaining talent in the trucking industry.

01/21/2026 Logistics Industry Insights
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US Freight Volumes Jump in May Amid Economic Recovery

US Freight Volumes Jump in May Amid Economic Recovery

According to the U.S. Department of Transportation, the Freight TSI increased by 0.1% in May compared to April, and surged 8.1% year-over-year, indicating a strong recovery in the freight industry. Growth was observed across trucking, rail, air, and waterborne transportation. However, levels remain below pre-pandemic figures, suggesting ongoing challenges and opportunities in the recovery process. Digital transformation and green development are emerging as key trends shaping the future of the logistics sector.

01/19/2026 Logistics
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