US Freight Expenditures Surge 15.6% from Year Ago by Wolf Richter • Apr 16, 2018 • 33 Comments Trucking, rail freight volume and rates surge, “pricing power has erupted.”
Freight Costs and Volumes Surge, Inflation Fears Heat Up by Wolf Richter • Mar 22, 2018 • 51 Comments “We are seeing an unprecedented rise in logistics costs,” General Mills CEO
Surging Freight Costs Fire Up Inflation Fears by Wolf Richter • Feb 23, 2018 • 59 Comments “Pricing power has erupted…”
Bond Market’s “Inflation Expectations” Highest since 2014 by Wolf Richter • Jan 28, 2018 • 62 Comments What’s going on is a sell-off in the Treasury market.
US Freight Spending, Shipments, Rates & Costs all Surge by Wolf Richter • Jan 23, 2018 • 36 Comments The Transportation Recession of 2015 and 2016 is just an Ugly Memory.
What the Layoffs at Ford’s Medium-Duty Truck Plant Mean by Wolf Richter • May 5, 2017 • 73 Comments Demand from businesses in the real economy is slumping.
Rail Freight Gets Clocked from all Sides in this Economy by Wolf Richter • Oct 12, 2016 • 48 Comments This hasn’t happened since the Financial Crisis.
Heavy Truck Orders Plunge, Worst September since 2009 by Wolf Richter • Oct 5, 2016 • 43 Comments Transportation Recession exacts its pound of flesh.
Recession Watch: Freight Volume Drops, Worst Level since 2010 by Wolf Richter • May 14, 2016 • 57 Comments Inventory glut, lousy consumer demand, weak global economy…
CCC-Rated Junk-Bond Yields Blow Past Lehman Moment, hit 20%, as Consensual Hallucination Fades by Wolf Richter • Feb 4, 2016 • 24 Comments But there’s still no panic.