Freightonomics Notify me• Dec 11, 2025• 45:00Interview

Freight Market Wrapped | Freightonomics

From Freightonomics

Dr. Zach Rogers(Associate Professor, Colorado State University, guest)

Executive Summary

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8 quotes

Potential weakening of the labor market, particularly job losses at small firms, could suppress consumer demand.
High national out-of-service rates for trucks (22-24%) and widespread regulatory non-compliance pose systemic risks to market stability and safety.
Continued uncertainty in demand forecasting makes companies risk-averse, potentially leading to stock-outs if demand surges unexpectedly.

The predicted structural rebalancing in the truckload market will benefit well-capitalized, compliant carriers as weaker operators exit.
Shippers can leverage the increasing cost-effectiveness and reliability of intermodal transport to optimize logistics spend and network efficiency.
The shift to dynamic, leaner inventories in 2026 creates opportunities for logistics providers who can offer speed, flexibility, and visibility.

The Federal Reserve has raised its GDP forecast for the next year to 2.4%.

The Federal Reserve has decided to cut interest rates.

Federal Reserve Chairman Jerome Powell is now more concerned about the labor market than inflation.

According to the San Francisco Fed, 68% of core PCE inflation in September was supply-driven.

The United States has paid an additional $65 billion in tariffs in the last three months compared to the same period a year ago.

For the first time in the history of the Logistics Managers' Index, the warehousing utilization metric turned negative, dropping to 47.5 in November.

According to ADP data, U.S. firms with 500 or fewer employees lost a combined 160,000 jobs over the last three months (September-November).

According to ADP data, U.S. firms with 500 or more employees gained a combined 145,000 jobs over the last three months (September-November).

Total credit card debt in the United States is between $1.2 and $1.3 trillion.

The National Retail Federation projects that rising tariffs will significantly suppress U.S. import cargo demand into 2026.

U.S. container import volume in October totaled 2.07 million TEUs, a decrease of 1.8% from September and 7.9% year-over-year.

A significant structural rebalancing is predicted to occur in the for-hire truckload carrier market over the next 12 months.

Processed Apr 20, 2026Daily intelligence brief → yt-dlp + mlx-whisper + Gemini