Van rates rose throughout the country last week, as retailers scrambled to re- stock depleted inventories. Trendlines last updated: 3/16/2020 12:00:00 AM. 11 Sep 2019 The Cass Truckload Linehaul Index has gone negative for the first time Coyote Logistics considers this an encouraging sign going into 2020. most other areas ,” one shipper told Morgan Stanley in its biweekly survey. 25 Feb 2020 2020 looks good, rising freight rates could produce some potential headwinds going forward, according to Morgan Stanley analysts Simeon It is very likely that shippers will face rising freight rates in 2020 to offset rising Looking at the results of the most recent Morgan Stanley Truckload Sentiment
Mar 18, 2020 Niel Harmse. Learn more. BLOG Risk Monitor Special Report. Mar 17, 2020 MSCI Research Index data search. Get the latest data from the
Morgan Stanley conducted a survey of approximately 400 carriers, brokers and shippers to produce its expectations around these events. Of those surveyed, 65-70% expect the first three catalysts (ELDs, rising insurance costs and the Drug & Alcohol Clearinghouse) to have at least a small impact on capacity in 2020. M&A in 2020: Four Trends to Watch Feb 10, 2020. Could deal-making log another record run? Morgan Stanley bankers scout the road ahead for potential speed bumps and straightaways that could set the pace for M&A this year. Morgan Stanley Wealth Management is not acting as a fiduciary under either the Employee Retirement Income Security Act of 1974, as amended or under section 4975 of the Internal Revenue Code of 1986 as amended in providing this material except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com Morgan Stanley’s Truckload Freight Index has decreased over the last two weeks and has now underperformed seasonality two updates in a row. This seasonal deceleration is not unusual, as July and August tend to be weaker. The Morgan Stanley TFLI is a broad-based measure of incremental truckload demand versus incremental truckload supply. In its recent Truckload Freight Index covering the period to September 4th, Morgan Stanley reported continued “sequential improvement.” The Truckload Freight Index measures incremental truckload demand vs. incremental supply. The recent report noted these are the highest level for the year, even on a seasonally adjusted basis.
Last summer, strategists at Morgan Stanley highlighted the Cass Freight Index, which in essence measures the flow of goods through shipments, as underpinning a bear case.
Last summer, strategists at Morgan Stanley highlighted the Cass Freight Index, which in essence measures the flow of goods through shipments, as underpinning a bear case. Morgan Stanley strategists Martijn Rats and Susan Bates argue that the outlook for commodities "remains soft", principally because there's "too much of Baltic index posts first monthly gain in The new industry view on the trucking sector at Morgan Stanley is “cautious.” In a report that included the downgrade of several key trucking stocks, the research team at Morgan Stanley led by Ravi Shanker said its actions were focused on demand. “Note that we are not calling for a macro recession in 2019,” the report released Monday said. Morgan Stanley expects that blockchain-enabled smart contracts will be widely available for commercial use in 2018 (see: Blockchain in Transport Alliance), with more sophisticated applications coming out in 2020. Morgan Stanley believes the revenue opportunity for blockchain in freight will be around $500B if it succeeds in swallowing global Information Sources: Morgan Stanley, Cleveland Research, Georgia Innovation. We are constantly looking at trends and comparing them to trends from previous time periods to help us predict what will happen in the future. The following statistics look at trucking industry trends from recent months. U.S. Trucking Cass Freight Index: A measurement of the monthly aggregate shipment of freight that is processed by Cass Information Systems. The Cass Freight Index ultimately serves as one of the national The index isolates the linehaul component of full truckload costs from other components (e.g. fuel and accessorials), providing an accurate reflection of trends in baseline truckload prices. Data within this unique index is derived from actual freight invoices paid on behalf of Cass’ clients. The index uses January 2005 as its base month.
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26 Aug 2019 Since then I have worked in the Transportation & Logistics field for 26 years and I currently help lead a It will increase slightly to 3.7% in 2020 and 3.8% in The Morgan Stanley Truckload Freight Index has weekly updates. 21 Jul 2019 But there's something else behind the trucking industry's woes: mismanagement. by industry researchers at Morgan Stanley has confirmed that shipping rate well as the closely-watched Cass Freight Index have all shown declines in media are no basis on which to inform the American public in 2020. 17 Dec 2019 Laura Wang, China equity strategy at Morgan Stanley, talks about stocks and the yuan. She speaks with Yvonne Man, David Ingles and Tom 23 Sep 2019 Morgan Stanley lowered AMZN's 12-month price target from $2300 to $2200. Nowak estimated the company's one-day shipping costs per unit to be Comparatively, the Dow Jones Industrial Average Index has gained 15.5% in 2019. 19.8% to $279 billion in 2019 and 18.9% to $331.64 billion in 2020. 18 Nov 2019 YRC Freight makes spoke additions to its Regional Next-Day Texas service capital expenditures for 2020 and beyond, many large transportation But strangely, shippers should not be expecting rampant discounting of rates that as a significant surprise,” Morgan Stanley analyst Ravi Shanker wrote.
The Cass Freight Index is a measure of monthly freight activity, widely used by analysts and economists as an 2017. 2018. 2019. 2020. Cass Freight Index®
25 Feb 2020 2020 looks good, rising freight rates could produce some potential headwinds going forward, according to Morgan Stanley analysts Simeon It is very likely that shippers will face rising freight rates in 2020 to offset rising Looking at the results of the most recent Morgan Stanley Truckload Sentiment 18 Nov 2019 MSCI AC World Index is currently sitting on a 22 per cent total return for 2019 so far. 26 Dec 2019 The drop in the November for-hire freight index provides fresh evidence the market is losing steam. Analysts remain mixed on exactly what to expect in 2020. A report from Morgan Stanley echoed these comments, saying a According to Wilson, utilization rates are at all-time highs, between 95-97%. While the Morgan Stanley/MH&L Freight Pulse study indicates that rail service Morgan Stanley pitched wealth management clients a chance to invest in Updated on Jan 23, 2020 at 1:07 pm UTC by Teuta Franjkovic · 4 min read Photo: a $5.7tn opportunity globally on transportation which swells to $7-$8tn when Dow and S&P 500 Fell Down 9.4% and 9.3% Respectively after Fed Cuts Rates.