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Economic trends
Economic trends
Trucking shows November gains, though recovery remains uncertain
Rising rates and capacity cuts lifted trucking conditions, but manufacturing data still points to weak demand.
January 15, 2026
Economic trends
Spot and contract rates hold steady in 2025, but shrinking carrier pool signals trouble ahead
Spot rates jumped 3% in October then fell in November. But the real story is what's happening beneath the surface with carrier capacity.
January 13, 2026
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January 4, 2026
Economic trends
Soft spot rates and cautious optimism frame FTR's latest freight outlook
From enforcement data to tariffs and demand signals, FTR outlines what's shaping freight markets ahead.
January 12, 2026
Economic trends
Tariffs and regulatory enforcement emerge as 2026's freight wildcards
Three years of flat rates are creating a tougher environment for carriers than capacity shortages.
January 8, 2026
Economic trends
Class 8 orders surge 108% but analysts question sustainability
December saw Class 8 orders jump to their strongest level in three years as regulatory uncertainty lifted.
January 6, 2026
Economic trends
Could Trump's $2,000 tariff dividend boost freight?
Could $2,000 tariff dividend checks spark a 2021-style freight boom, or will inflation and debt dampen the impact?
January 2, 2026
Business
Mexico road blockades, Canada compliance crackdowns tighten supply chains
Over 8,000 truckloads disrupted in Mexico's BajÃo region while Canada intensifies Driver Inc. enforcement--both markets face capacity constraints heading into 2026.
December 24, 2025
Economic trends
Gradual recovery ahead, but full rebound remains elusive
DAT's report reveals a slow freight recovery with persistent market inversion and emerging opportunities in data center construction.
December 23, 2025
Business
Rail merger targets 2 million truckloads of freight annually
Union Pacific and Norfolk Southern submit a landmark merger filing, aiming to convert 2 million truckloads to rail and create a unified transcontinental network.
December 22, 2025
Economic trends
Enforcement actions tighten trucking supply ahead of 2026
Industry analysts say structural capacity changes will redefine freight in 2026.
December 22, 2025
Economic trends
Trailer market stumbles as orders drop 45% year over year
Trailer orders drop in November as tariffs, soft freight demand, and policy uncertainty push fleets to defer equipment purchases into 2026 and beyond.
December 18, 2025
Business
LTL carriers seeing mixed results as market pressures mount
LTL carriers post divergent November results as economic softness and tariff-driven volatility impact the freight landscape.
December 17, 2025
Economic trends
Plummeting truck orders could flip the freight market by 2027, FTR says
From data revisions to collapsing truck orders, FTR reveals the hidden forces reshaping trucking.
December 16, 2025
Economic trends
Manufacturing weakness and tariff uncertainty cloud 2026 outlook
Trucking conditions show modest improvement, but weak demand, tariff pressures, and capacity challenges cloud path to recovery.
December 12, 2025
Artificial Intelligence
Geotab's 2026 prediction: AI-driven boom for fleets that adapt
Neil Cawse said 2026 marks the end of AI as a tool and the beginning of AI as an operational partner running core fleet workflows, and the fleets that fail to integrate will be left behind.
December 5, 2025
Economic trends
Class 8 November orders drop as carriers prioritize survival over growth
Class 8 truck orders fall below historical averages as fleets delay purchases amid weak freight demand.
December 5, 2025
Economic trends
2026 brings a ‘marginless recovery’ as capacity shakeout accelerates
With freight volumes expected to recover steadily beginning in the spring but rate growth remaining anemic, carriers shouldn't expect a robust bounce-back in early 2026.
December 4, 2025
Business
Freight recovery faceplant: Why did 2025 suck for transportation?
Despite widespread forecasts predicting a recovery, the trucking industry faced a stagnant 2025.
November 28, 2025
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Business
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Mergers & Acquisitions
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