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#freight-market-cycle
(2 articles)Shipping & Freight
High ImpactNov 14, 2026Goldman Warns: 2027 Shipping Glut Threatens Current Freight Boom
Goldman Sachs transportation analysts have identified a critical inflection point in the global shipping cycle: while current freight markets appear exceptionally strong driven by US inventory restock
The Dark Side Of The Boom#shipping-glut-2027#containership-capacity#transpacific-rates
Labor & Workforce
High ImpactSep 24, 2026Schneider CEO: Immigration Halt Extends Trucker Shortage Beyond 4-Year Cycle
Schneider National CEO Jim Filter offered a sobering assessment of structural headwinds reshaping the trucking market, signaling that the current freight upcycle could extend well beyond the typical f
FreightWaves#driver-shortage#trucking-capacity#regulatory-enforcement