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Anthony and Zach discuss J.B. Hunt’s Q1 results among others and how much of the early optimism for a late year recovery has waned.
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Anthony and Zach break down how the different sectors are faring as the economy cools and discuss the varying levels of influence from inflation.
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Anthony and Zach discuss how the freight market bottom may be in sight, but there is a lot of noise around the future of the economy. Are there historical figures that can help us understand the current environment?
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Anthony and Zach discuss the current market and the long term impact of the current economic policies that are deterring investment and pushing for more regionalized supply chains.
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Anthony and Zach discuss the Knight-Swift purchase of US Xpress and the current M&A environment as the Fed continues its war on inflation.
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Anthony and Zach discuss takeaways from the recent bank failures and bring on Dr Zac Rogers to discuss the current supply chain environment.
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Anthony and Zach discuss whether or not there are any signs of a return to seasonal patterns after a relatively uneventful winter.
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This week offered huge releases for the macro economy. Zach Strickland and Anthony Smith dive into those reports and what it means for freight.
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Tony Mulvey and Zach Strickland discuss whether or not we are seeing evidence that the goods economy has bottomed.
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Anthony and Zach discuss takeaways from Knight-Swift and Old Dominion earnings, Dallas’ recent ice event, why LTL outperformed TL in Q4, 2022 capacity growth, the Fed’s decelerating rate hikes, and why there is continued optimism from transportation providers about 2023.
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