Market Outlooks

Big data is real. It is here and progressively adding value in an important arena. It will also increasingly be part of our every-day trucking lives.

This number was higher than most estimates, but the details suggest that this strong showing is not likely to be repeated next quarter.

So, what has changed? Is it the economy or regulation? And what does this mean for pricing?

While it is true that three of the last four recoveries have been long, the endurance of this event in such an uncertain world is extraordinary.

The Perry Rule of Three presents itself – the numbers show a dramatic addition to the positive readings we have received over the last seven weeks.

We are about to enter a very different era, where dramatic changes in technology become the rule.

Is a downside exposure more likely than an upside, especially by the end of 2020?

One concludes, then, that, as the bias for forecasting 2018 was upward, the bias for forecasting 2019 is downward.

The underlying forces are weakening: The declines in the data correspond to what we know is happening in the market place. There are seven such forces visible so far.

We have reached a turning point in the current capacity crisis. Ten weeks and the 20% drop are more than enough to substantiate that conclusion.