Truck Makers Are Going to Have to Fess Up Soon by Wolf Richter • Jul 9, 2019 • 17 Comments “Orders” of Heavy Trucks Collapsed by 70% but “Sales” Rose to Highest Level Since 2006: There’s a Lag. And Sales Are Next
What Collapsing Orders for Heavy Trucks – Down 71% from a Year Ago – Say about the U-Turn in Trucking by Wolf Richter • Jun 5, 2019 • 26 Comments “When times are tough, the thinking switches to the short-term. Many fleets are just fighting for survival.”
Lousy Durable Goods Data Sink GDP Forecasts for Q2 by Wolf Richter • May 24, 2019 • 38 Comments Sign the already weak goods-based sector is getting weaker.
Trucking & Rail Shipments Sink as US Goods-Based Sector Slows by Wolf Richter • May 14, 2019 • 77 Comments Weakness in transportation deepens. Freight rates still rising, but also coming under pressure.
Trucking Skids into Downturn after Phenomenal Boom by Wolf Richter • May 4, 2019 • 106 Comments A hard U-Turn.
Construction Spending Turns South, Driven by Big Drops in Residential & Retail by Wolf Richter • May 1, 2019 • 56 Comments But other construction segments are hot.
How the Inventory Pileup Boosted Q1 Blowout GDP and What Carmageddon Has to Do with It by Wolf Richter • Apr 28, 2019 • 61 Comments A six-quarter surge, with first signs that some of it has started to unwind.
What J.B. Hunt Just Said About the U-Turn in Trucking by Wolf Richter • Apr 16, 2019 • 73 Comments Largest US Trucking Company: “Volume, or lack thereof, is obviously the main story.” The inventory pile-up hurts. And the driver shortage is ending.
Next Phase in Trucking Boom-Bust Cycle Has Started by Wolf Richter • Apr 3, 2019 • 50 Comments From “capacity panic” to “overcapacity” in less than a year?
US Freight Volume Drops by Wolf Richter • Mar 18, 2019 • 45 Comments The services sector better hang in there.