Tag: Axle

Axle Monthly Update: November 2025

Key Trends Economic data is sparse due to the shutdown. 2026 truckload rate forecasts look slightly stronger. Active utilization looks a bit stronger on capacity loss. November News The federal…
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Axle Monthly Update: October 2025

Key Trends Freight indicators are mainly solid Rate and volume forecasts continue to show year-over-year gains Uncertainty on the capacity forecast October News On September 29th the FMCSA issued a…
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Demand Strength Meets Capacity Strain

Key Trends Refrigerated and Flatbed demand continues to grow Spot and Contract rates forecasts equalize ELPs continue to cause uncertainty on long term capacity September News After a devastating accident…
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Axle Monthly Update: August 2025

Key Trends English Language Proficiency enforcement impact unclear Demand forecast increases driven by continued strong flatbed demand Driver capacity risk persists August News While initial expectations suggested significant capacity disruption…
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Capacity in Retreat? Why Rate Stability May be Temporary.

The freight market continues to tread uncertain ground as we move into summer. From shifting capacity trends to diverging equipment performance, the industry sits at a crossroads, caught between soft demand signals and the potential for a tightening supply-side reset. Here’s what’s driving the…
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Axle Monthly Update: June 2025

Key Trends Courts reject a large number of tariffs adding to the uncertainty of the freight market Spot volume is still positive y/y Truckload rate forecast strengthens slightly Monthly News…
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New Year, New Market: January 2025

Key Trends ILA/USMX to resume talks 1/7/25 FTR demand forecasts ease across equipment types Seasonality hits the Spot Market in December Monthly News ILA, USMX to Restart Contract Talks Ahead…
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