Earnings growth for transportation and logistics providers will be driven by when the freight cycle will finally turn. The uncertain economic backdrop has made calling the cycle increasingly difficult for market participants. In this Talking Transports podcast, Ravi Shanker, managing director and lead North American freight transportation and airlines analyst at Morgan Stanley, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about what could be in store for 2Q earnings and the rest of the year. They touch upon the truckload, less-than-truckload, railroad, intermodal parcel, forwarding and freight brokerage subsegments. Shanker remains optimistic about truckload rates this year, which is driving his overweight rating on most carriers in the space. He also discusses rail consolidation, airlines, autonomous trucking, technology and which stocks he prefers heading into earnings.

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