January 2019 - Demand continues to exceed capacity in most modes by a material amount, causing pricing power to erupt to levels that spark overall inflationary concerns in the broader economy.
December 2018 - Demand continues to exceed capacity in most modes by a material amount, causing pricing power to erupt to levels that spark overall inflationary concerns in the broader economy.
November 2018 - Shipments increase modestly YoY (.6%) – enough to signal economic expansion. Freight expenditures, however, grow disproportionately at 8.4%.
October 2018 - Slightly slowed growth in goods flow, but at 6.2%, our shipments index continues to signal solid economic growth.
September 2018 - 8.2% growth in freight shipments signals a continued expanding U.S. economy.
August 2018 - Despite Wall Street’s concerns about the increased threat of inflation or interest rates hikes, the data displays accelerating strength on top of increasingly difficult comparisons.
July 2018 - the U.S. freight economy is extremely strong, with shipments up 10% year over year.
June 2018 - U.S. economy is clearly ignoring trade war angst and concerns from Wall Street.
May 2018 - Demand is exceeding capacity in most modes of transportation - significantly.
April 2018 - Volume remains strong, pricing even stronger. Capacity is still tight, but easing.
March 2018 - The story of strong freight volumes continues; of note this month is an explosion in heavy industrial.
February 2018 - Volume continues to be strong, pricing even stronger – unnecessarily raising broader inflation concerns.
January 2018 - Shipments and expenditures continue their run of positive year over year comparisons, but at an accelerated pace.