Keep pulling the thread on Federal Reserve.
The freight market is not expected to experience a swift recovery in 2026, but rather a period of stagnation.
Shifting tariff policies are anticipated to cause pull-forward activity in the freight market, creating temporary periods of strength followed by lulls.
Interest rate cuts by the Federal Reserve are expected to improve the economic backdrop for the freight market.
A significant rebound in the freight market is contingent upon the rebuilding of inventories and a meaningful improvement in industrial demand.