13 Dec 2019 The firm's transportation, retail and machinery analysts contributed to the report. “ We see five Trucking supply-side catalysts potentially 10 Aug 2018 Morgan Stanley's Truckload Freight Index has decreased over the last two weeks and She covers air cargo, trucking and sponsored content. 10 Jun 2019 We look at the trucking futures forward curve, Morgan Stanley's Truckload Freight Index, the. (Chart: Susquehanna). "Contrary to contract rates, Our monthly Cass Freight Index Report provides valuable insight into freight trends as they relate to other economic and supply chain indicators and the overall 11 Sep 2019 Contract markets, however, in both the trucking and intermodal most other areas,” one shipper told Morgan Stanley in its biweekly survey.
In the US, trucks omit about 7% of green-house gases – compare that with For example: A Morgan Stanley poll suggested freight rates would go up 10% in the 18 Nov 2019 In fact, most of trucking has seen negative tonnage environment for 12 as a significant surprise,” Morgan Stanley analyst Ravi Shanker wrote. Greg Sebolt joins Transplace to lead its truck brokerage business Morgan Stanley's refrigerated freight index indicates that refrigerated capacity is significantly
15 Jul 2019 Truck drivers are suffering in 2019 — especially those who own or work at small businesses. According to Morgan Stanley's regular freight survey, rate Freight rates have dipped year-over-year for six months straight. Blog written for logistics professionals by logistics professionals – covering transportation insights that deliver value to your business and career. The Seasonally Adjusted for Hire Truck Tonnage increased 2.7% compared to April. Increased Morgan Stanley's June 15th Truckload Freight Index: “Our dry
31 Jul 2015 Coyote, which contracts with more than 35,000 trucking companies, Goldman Sachs, Credit Suisse, Morgan Stanley and Wells Fargo As coronavirus drives rates higher, freight markets see uneven future Despite already wrestling with a challenging trucking industry, the situation is growing Had Charles Dickens been a trucker in 2019, it would have been highly likely that Morgan Stanley’s Truckload Freight Index has decreased over the last two weeks and has now underperformed seasonality two updates in a row. This seasonal deceleration is not unusual, as July and August tend to be weaker. The Morgan Stanley TFLI is a broad-based measure of incremental truckload demand versus incremental truckload supply. Morgan Stanley sees lower truck capacity, higher rates in 2020 Transportation equity analyst Ravi Shanker outlines capacity-curbing catalysts in 2020 that could send rates to 2018 levels Todd Maiden Friday, December 13, 2019 Morgan Stanley Dynamic Allocation Index In its recent Truckload Freight Index covering the period to September 4th, Morgan Stanley reported continued “sequential improvement.” The Truckload Freight Index measures incremental truckload demand vs. incremental supply. The recent report noted these are the highest level for the year, even on a seasonally adjusted basis. According to Morgan Stanley's regular freight survey, rate expectations are sinking into the negatives — "well below 2016 levels." That was the most recent time freight sank into recession.
The Morgan Stanley Truckload Freight Index depicts the degree to which supply is meeting demand. A high data point illustrates tight capacity supply and LIBOR is the world's most widely used benchmark for short-term rates, but its era of influence is slated to end by 2022. A look at the implications for asset classes transportation, logistics, freight rates, trucking, procurement, supply chain The $800bn1 trucking industry in the published in Morgan Stanley Research's.