lmi

Tariffs and trade wars add risks to trucking outlook

Tariffs and trade wars add risks to trucking outlook
(Photo: Jim Allen/FreightWaves)

The trade wars began on Tuesday when President Donald Trump hit imports from Canada and Mexico with 25% tariffs. By Wednesday, the Trump administration had carved out a 30-day exemption for tariffs on automakers to give them time to shift their supply chains to the U.S. On Thursday, Trump moderated the impact again, with Reuters reporting Mexico won’t be required to pay tariffs on any goods that fall under the...

https://www.freightwaves.com/news/tariffs-and-trade-wars-add-risks-to-trucking-outlook

Tariff fears evident in February supply chain data

Record imports ahead of new tariffs shaped sentiment among supply chain managers in February, according to the Logistics Managers’ Index report released Tuesday. The monthly query of logistics supply executives showed big moves in inventories and the costs to carry them along with knock-on effects in warehousing metrics.

The subindex for inventory levels jumped 6.3 percentage points to 64.8 in February with the inventory costs dataset stepping 7.1 points higher to 77.3. The LMI is a diffusion...

https://www.freightwaves.com/news/tariff-fears-evident-in-february-supply-chain-data

Q4 freight market continues to face headwinds

US freight market continued to face headwinds in Q4 2024
(Source: U.S. Bank)

Data released Tuesday by freight audit and payment provider U.S. Bank showed a trucking industry continuing to battle a variety of headwinds. According to the latest U.S. Bank Freight Payment Index, shipment volumes fell 4.7% from the previous quarter, marking the 10th consecutive quarterly decline. Spending by shippers also decreased, albeit at a slower rate of 2.2%.

“It’s clear there are both cyclical and structural...

https://www.freightwaves.com/news/q4-freight-market-continues-to-face-headwinds

Pricing index logs fastest growth rate since freight recession began

Transportation prices jumped in January, according to a monthly survey of supply chain managers. The Logistics Managers’ Index released Tuesday showed sentiment around transportation rates was at the highest level since April 2022 – the start of the freight recession.

A 70.4 reading for pricing was 3.5 percentage points higher than in December. The subindex has been in expansion territory for 12 of the past 13 months.

The LMI is a diffusion index wherein a reading above 50 indicates expansion...

https://www.freightwaves.com/news/pricing-index-logs-fastest-growth-rate-since-freight-recession-began

Los niveles de inventario sugieren que la demanda no será una preocupación a principios de 2025

Gráfico de la semana: Índice del administrador logístico: niveles de inventario SONAR: LMI.INVL El índice del gerente de logística (LMI) que mide los niveles de inventario fue 50 en diciembre, lo que indica que los inventarios totales se mantuvieron esencialmente estables en comparación con noviembre. Esto sugiere que las empresas pronosticaron con precisión la demanda […]

Esta entrada Los niveles de inventario sugieren que la demanda no será una preocupación a principios de 2025 Aparece primero...

https://fullavantenews.com/los-niveles-de-inventario-sugieren-que-la-demanda-no-sera-una-preocupacion-a-principios-de-2025/?lang=es

Inventory levels suggest demand will not be a concern in early 2025

Chart of the Week: Logitsics Manager’s Index – Inventory Levels SONAR: LMI.INVL

The Logistics Manager’s Index (LMI) component measuring inventory levels was 50 in December, indicating that total inventories were essentially flat compared to November. This suggests that companies accurately forecasted demand for the holiday season. However, a closer look reveals a stark divergence between upstream and downstream inventory levels, suggesting significant freight movement opportunities in early 2025.

https://www.freightwaves.com/news/inventory-levels-suggest-demand-will-not-be-a-concern-in-early-2025

Transportation pricing index hits highest level since freight recession began

The growth rate of transportation prices surged to a more than two-year high in December, according to a monthly survey of supply chain managers.

The Logistics Managers’ Index showed sentiment around transportation prices stood at 66.8 during the recent month, up 3 percentage points from November and the highest growth rate posted since April 2022. Strong consumer demand and record e-commerce deliveries were cited as the reasons for the acceleration in the pricing index.  

The LMI is a diffusion...

https://www.freightwaves.com/news/transportation-pricing-index-hits-highest-level-since-freight-recession-began

November Class 8 Orders see positive momentum amid tariff uncertainty

November Class 8 Orders see positive momentum amid tariff uncertainty

Preliminary Class 8 order numbers look promising for November but remain lower compared to last year, according to recent data from ACT Research and FTR Transportation Intelligence. ACT Research reported November preliminary Class 8 orders at 37,200 units, a 21% increase from last month but 11% lower than last year. Kenny Vieth, president and senior analyst at ACT Research, wrote in the release, “We are still in the early...

https://www.freightwaves.com/news/november-class-8-orders-see-positive-momentum-amid-tariff-uncertainty

Transportation pricing up again in November, sentiment survey shows

Transportation capacity was up slightly in November, but pricing remained firmly in expansion territory, a Tuesday sentiment survey revealed.

The Logistics Managers’ Index, a monthly query of supply chain managers, registered a 52.6 reading for transportation capacity in the month. That was up 1.7 percentage points from October. Transportation utilization (60.5) ticked up less than 1 point while transportation pricing (63.8) remained near October’s two-year high.

The pricing metric faced a modest...

https://www.freightwaves.com/news/transportation-pricing-up-again-in-november-sentiment-survey-shows

Transportation pricing jumps in October, sentiment survey finds

A monthly supply chain survey published Tuesday showed a jump in sentiment around transportation pricing. The Logistics Managers’ Index reported a 64.1 reading for transportation prices in October, a 5.7-percentage-point increase from September and the highest reading for the dataset since May 2022.

The LMI is a diffusion index wherein a reading above 50 indicates expansion while one below 50 signals contraction.

The one-year forward expectation for pricing was 81, up 1 point sequentially. If...

https://www.freightwaves.com/news/transportation-pricing-jumps-in-october-sentiment-survey-finds

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