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Economic trends: Page 2
Economic trends
Trailer orders bounce back in October, but 2026 outlook remains soft
Trailer orders jumped 77% in October, but analysts warn 2026 could be rough as fleets hit the brakes on new commitments.
November 24, 2025
Economic trends
Freight industry braces for slowdown ahead of 2026 uptick
Truck orders are down 30% YoY as policy uncertainty stalls capital investment.
November 14, 2025
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January 13, 2026
Economic trends
October Class 8 orders fall 22% as fleets choose cost control over growth
Fleets defer purchases amid freight weakness, high costs, and market uncertainty heading into 2026.
November 7, 2025
Economic trends
FMCSA's CDL crackdown is fracturing freight networks
Checkpoint enforcement has carriers avoiding some states, pushing reefer load posts up 42% and rates 14 cents higher year over year.
November 3, 2025
Economic trends
LTL thrives on pricing power, while truckload awaits recovery
LTL carriers protect margins through strategic pricing as truckload operators endure depressed rates and excess capacity.
October 31, 2025
Business
Trucking market recovery will be driven by 'necessary evil,' ATA's economist says
2025 got off to a nice start but hopes for a recovery now hinge on fleets going out of business and drivers leaving the industry.
October 27, 2025
Economic trends
Tariff clouds delay 2026 trailer orders as fleets wait for policy clarity
Trade policy uncertainty and escalating tariff costs are reshaping the U.S. trailer market.
October 23, 2025
Economic trends
Tightening capacity signals market turnaround ahead
September's 0.9% tonnage decline marks the lowest level in three months, but capacity constraints and new CDL restrictions could drive a market recovery by 2026-2027.
October 22, 2025
Economic trends
Late December offers best rates in weak freight environment, analysts say
Arrive Logistics forecasts that tariff impacts will compound through 2026, limiting freight demand growth.
October 11, 2025
Economic trends
FTR: Supply constraints will drive trucking recovery
Freight demand won't surge any time soon, but regulatory enforcement could tighten capacity, according to FTR analysts.
October 10, 2025
Economic trends
Fleet hesitancy clouds Class 8 order activity outlook
Tariffs, weak freight rates, and cautious fleets signal a rocky road ahead.
October 3, 2025
Indicators
Trucking outlook improves slightly, but challenges remain
ACT and FTR data highlight modest improvements but continued headwinds as freight volumes, rates and margins remain under pressure.
October 1, 2025
Economic trends
Schneider and Werner see progress, but market uncertainty and capacity pressures remain
Schneider and Werner say demand is stabilizing, yet regulatory pressures and uncertain freight trends keep recovery in check.
September 29, 2025
Outlook and Benchmarking
How private fleets avoided the market downturn
NPTC's annual benchmarking report shows that private fleets are growing despite the freight rate recession. Is that private fleet capacity behind the rate downturn for the for-hire trucking sector?
September 25, 2025
Economic trends
Flatbed strength drives post-Labor Day freight
Flatbed demand surged with strong year-over-year gains and regional growth across Texas and California.
September 23, 2025
Economic trends
Truck orders off pace, even for down market
Fleets have resorted to holding on to trucks longer, pushing the average age for long- and regional-haul trucks to roughly 6.5 years.
September 23, 2025
Economic trends
Rising material costs and tariffs weigh on trailer demand
Trailer orders show mixed signals as industry grapples with tariff pressures and weak freight demand.
September 18, 2025
Economic trends
Economy risks cloud freight market, FTR reports
Tariff uncertainty and weak freight demand are keeping business cautious, with FTR projecting only slight rate gains.
September 10, 2025
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