Freightonomics

Zach and Tony discuss the looming rail and port strikes and impact to the import market. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Tony bring on Dr. Zac Rogers to discuss the July Logistics Managers’ Index takeaways and whether or not the recent stock market volatility is telling us anything about the economy. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Tony discuss the “green shoots” many companies are reporting in the trucking sector while some other sectors of the economy like CPG are seeing the opposite signals. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Tony bring on Adam Kahn from Netradyne to discuss how safety has become more important than ever as insurance costs and liability soars for carriers. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Tony bring on Dr. Zac Rogers to discuss the latest Logistics Managers Index and whether or not supply chains have become too short sighted. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Tony discuss the CPI release, the first hurricane landfall of the year, and the new evidence for a transportation market shift later in the year. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Meteorologist Kaylee Nix discuss the impact of weather on supply chains and why this year’s hurricane season is expected to be active. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Tony recap the first half and discuss what to expect in the back half of 2024. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Tony discuss the strong-ish start to summer shipping and the recent Fed meeting takeaways. Also, service issues on the ocean may be propping domestic demand. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Tony discuss the return of long term optimism for the economy and among transportation providers and whether it is warranted. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Join us for a deep dive into the latest trends in the freight market in this episode of Freightonomics. From the impact of Roadcheck Week to the nuances of tender rejection rates and market dynamics, Zach Strickland and Tony Mulvey provide insightful analysis backed by data. Discover how recent events like the spike in tender rejection rates and spot rates are influencing the market and what it means for carriers and shippers alike. Plus, gain valuable insights into key economic indicators like the CPI, retail sales, and the labor market. Don’t miss out on this comprehensive discussion on the state of the freight industry. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Tony discuss despite relatively strong economic figures consumers are still not feeling great fiscally. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Tony discuss the early GDP release, explain what the new meaning of a yield curve inversion is, and how a few key legal developments may impact transportation. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Tony discuss how both carriers and some level of shipper are responding to expectations of a market shift. Plus takeaways from J.B. Hunt earnings and Knight Swifts modified expectations. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to Freightonomics! In this episode, Zach Strickland and Tony Mulvey delve into the latest CPI release and its downstream impacts on the freight market. From seasonal trends to organizational conferences, they dissect how various factors are shaping the current landscape. Join the discussion as they analyze the freight market’s trajectory, explore demand dynamics, and discuss the implications of rising inflation on supply chain management. Key Highlights: CPI insights: Exceeding expectations and its implications Seasonal trends: Exploring April’s impact on the freight market Organizational conferences: Navigating industry synchronization Freight market analysis: Evaluating tender rejection rates and spot rates Supply chain management: Examining the impact of inflation on investments Labor market dynamics: Deciphering the job growth landscape Port disruptions: Rerouting trucks and ships away from Baltimore Tune in for expert insights into the interconnected world of freight, economics, and global trade! Don’t miss out on the latest trends shaping the future of logistics. Hit play now and join the conversation! #FreightMarket #SupplyChain #EconomicAnalysis #LogisticsTrends Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Understanding the Freight Market: Supply, Demand, and Economic Insights Welcome back to another episode of Freightonomics, where we dive deep into the world of freight, economics, and market intelligence. Join hosts Zach Strickland, Head of Freight Market Intelligence, and Tony Mulvey, Economics Expert, as they dissect the latest trends and developments shaping the industry. In this episode: Market Update: Zach and Tony break down the latest trends in truckload demand and capacity, providing insights into tender rejection rates and spot market activity. Economic Analysis: They discuss the broader economic landscape and its impact on the freight market, including labor market dynamics and supply chain challenges. Truck Counts and Class 8 Orders: Delve into the significance of truck counts and Class 8 orders in understanding supply-side dynamics and fleet management strategies. Pricing Trends: Explore the correlation between supply, demand, and pricing in the trucking industry, shedding light on pricing power and profitability. Industry Outlook: Get expert insights into the future outlook for the freight market, including potential challenges and opportunities on the horizon. Tune in for valuable insights, data-driven analysis, and expert commentary on the factors driving the freight market today. Don’t miss out on this essential resource for anyone involved in transportation, logistics, or supply chain management! Subscribe now and hit the notification bell to stay updated on the latest episodes of Freightonomics. Like, share, and leave your comments below to join the conversation! #Freightonomics #Trucking #SupplyChain #Economics #MarketAnalysis #Transportation #Logistics Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Tony discuss the impact of the Baltimore bridge collapse as well as a disturbing trend for transportation service providers. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Tony discuss the wait and see approach that seems to pervade current economic and transportation market policies. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Tony discuss the freight market freefall and whether or not the continued stress on capacity will manifest as a violent shift later. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Tony discuss how regulations and targeting symptoms of underlying problems can create increased inefficiency in supply chains. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Tony discuss continued signs of the freight market recovery and strength from the economy, which is atypical for the winter months. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Tony discuss what the recent weather disruptions mean for the freight market as well as read the tea leaves from a few key earnings reports. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Tony give an economic and international shipping update and discuss how transportation’s over competitive pricing sets the market up for increasing volatility. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Tony discuss the impacts of deglobalization and weather on the freight market Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthony and Zach discuss the potential themes for the economy and supply chains in 2024. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Anthony discuss 2023 in Freight and Economics Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthony and Zach bring on maritime expert Henry Byers to discuss the impact of the Middle East conflict on global supply chains and themes for 2024. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthony and Zach talk to Dr. Zac Rogers about the November Logistics Managers’ Index readings and what they tell us about this holiday shipping season. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthony and Zach discuss the latest economic updates and how freight demand is shifting in the US. Follow the Freightonomics Podcast Other FreightWaves Shows The 2023 Corporate Global Trade Survey Report from Thomson Reuters is here, and you don’t want to miss this. Navigate the ever-changing trade environment with insights into hot topics like the skills gap, ESG reporting, ongoing and upcoming industry developments, and more by getting your free copy today! Download now at the link on your screen. Thomson Reuters 2023 Corporate Global Trade Survey Report | Thomson Reuters Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthony and Zach discuss how the holiday season is shaping up and if there are any significant developments. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthony and Zach bring on Dr. Zac Rogers and discuss why there seems to be a discrepancy between the macroeconomy and transportation. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Anthony go over the intricacies for the prolonged trends gripping the freight industry and the macroeconomy Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthony and Zach discuss what to make of the overachieving GDP release amidst the ongoing freight recession. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthony and Zach discuss Convoy’s digital brokerage demise and what it means for the rest of transportation as well as J.B. Hunt’s underachieving earnings. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

What are the effects of diversifying supply chains and increased governmental influence on markets? Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Sustainability practices tend to take the back burner during an economic downturn. Zach Strickland and Thomas Wasson talk to Paccurate co-founder and CEO James Malley about why sustainability is what matters most in these environments. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Inflation starts to make a comeback, fueled by gas prices while there are some mixed signals from the market. Anthony and Tony dive into the Macro world. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Anthony discuss how the macroeconomic data is still deteriorating and why the current freight demand upswing may be misleading. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Anthony dive into the trends that support growth in the economy also threaten contraction Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Anthony discuss how the freight market appears to be showing signs of coming off the ground, while the consumer's future is still murky. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Anthony discuss a slew of earnings calls that are heavily skewed towards lowering guidance for the back half of the year, regardless of some signs of slight improvement in July. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Anthony bring on Dr. Zac Rogers to discuss the latest Logistics Managers’ Index results and what they mean for the rest of the year. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Anthony discuss Yellow’s ongoing struggles and its impact on the freight market and ask if there are any signs of an economic inflection point in the data. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Anthony dive into where the freight economy is primed to head in the second half of 2023. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach taps in Thomas Wasson to discuss why there seems to be so many labor disputes in the logistics space and discuss what the holiday data tells us about the current state of the freight market. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Anthony discuss the reasons transportation providers are struggling and the economics of why Yellow is at the front line. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Anthony discuss the hidden changes in transportation and economic patterns and how relationships between data points and indicators are also changing. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Anthony bring on Dr. Zac Rogers and discuss the latest Logistics Managers’ Index report and supply chain management trends. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach and Anthony dive into the recent news around the debt ceiling and perspectives around resiliency. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthony and Zach discuss industry reports with conflicting views around the freight market and macroeconomic conditions. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices