Will shippers’ confidence change when carriers regain pricing power?

Will 2024 bring a definitive end to the current freight recession?

That’s certainly the hope of the freight market writ large. Many carriers and brokers hobbled through 2023, and those still operating are anxiously awaiting any sign that pricing power is swinging back in their favor.

There are some indications that’s starting but not yet on a widespread or dramatic basis. The first quarter, after all, is historically a difficult one for freight. Adding to that is the fact that the final months of...

https://www.freightwaves.com/news/freight-sentiment-indexes-q1-2024

No one’s having much fun in this freight market

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Entering the final quarter of 2023, the freight market has moved into an era of somber...

https://www.freightwaves.com/news/no-ones-having-much-fun-in-this-freight-market

Shipper sentiment is slipping. Is the freight market turning?

Entering the third quarter of 2023, the freight market is at a crossroads, teetering between tumult and a potential step toward balance. The first half of the year, best characterized by a capacity glut that pushed truckload spot rates underwater, has shown signs of bottoming. Now, the turmoil at major carriers is beginning to make its mark, and freight sentiment is changing.

Yellow (NASDAQ: YELL), the troubled Kansas-based less-than-truckload carrier, is struggling to stay afloat, pressured by...

https://www.freightwaves.com/news/shipper-sentiment-is-sinking-is-the-freight-market-turning

Loaded and Rolling: Morgan Stanley report says carriers, brokers ‘hungry for freight’

Morgan Stanley report says carriers, brokers ‘hungry for freight’
(Source: Morgan Stanley Research)

A report published Wednesday by Morgan Stanley Research highlights demand expectations and how carriers and brokers are hungry for freight. The 37-page report is a combination of survey data and pricing models, with expectations and sentiment for the next three months indicating a negative outlook. 

According to the survey, the demand for freight remains strong, with one shipper saying,...

https://www.freightwaves.com/news/loaded-and-rolling-morgan-stanley-report-says-carriers-brokers-hungry-for-freight

Carriers seeing light at end of tunnel, but is it too soon?

Few in freight appear to have high hopes for profits in the first quarter, but the landscape is at least starting to look a little brighter for carriers, according to the Q1 2023 Freight Sentiment Indexes. The indexes, which FreightWaves Research produces via surveys in the first two weeks of each quarter, combine near-term and longer-term scores to generate a snapshot of business attitudes.

Taken together, the results paint a picture of a troubled freight market that could be starting to find...

https://www.freightwaves.com/news/carriers-seeing-light-at-end-of-tunnel-but-is-it-too-soon

Carriers say Q4 to be less profitable than Q3 despite holiday surge

A screenshot showing the Q4 2022 Freight Sentiment Indexes in a violin chart

Carriers aren’t feeling confident that the fourth quarter will be more profitable than the third, according to a new set of sentiment indexes built to track how different segments of the freight transportation industry are feeling.

FreightWaves Research recently conducted Q4 outlook surveys directed to separate groups of carriers, shippers and 3PL companies. In them, respondents were asked to indicate on sliding scales from minus-100 to 100 what their feelings were on five topics: near-term...

https://www.freightwaves.com/news/carriers-say-q4-will-be-less-profitable-than-q3-despite-holiday-surge

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