ESEA - Transports Weekly Snapshot - Subdued Performance As Broader Markets Continue To Rally
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For the third week of 2018 on January 19th, transports were mixed as trucking, contract logistics and package delivery and airfreight stocks remained on fire. For the most part, all transport sectors are poised to see improved performance as positive catalysts are in place for 2018. Much of this is related to stable and/or strong demand outpacing capacity.
In some areas, the degree of capacity tightening is at question. For the trucking market, how tightening will impact contract pricing negotiations is not clear - whether it is moderate or more substantial will