#economic-divergence

(2 articles)

ModerateAug 10, 2026

July Jobs Miss Signals Freight Softness—But Manufacturing Gains Offset

The July employment report delivered a shock to freight markets: the U.S. economy shed 23,000 non-farm payrolls against consensus expectations of 83,000–95,000 gains, with May and June numbers revised

FreightWaves#freight-volumes#jobs-report#labor-market

Manufacturing

ModerateJun 26, 2026

Manufacturing Surges to 2021 Peak as Headcount Shrinks

Manufacturing activity is accelerating at its fastest pace since 2021, marking a significant turnaround in industrial production capacity and output. However, this growth is accompanied by substantial

Supply Chain Dive#manufacturing-growth#labor-cuts#supply-chain-bifurcation