Stagflation Signals, Tariff Impact & Freight Demand Shifts

We just published a new market update breaking down some of the most pressing developments affecting supply chains, freight markets, and the broader economy. In this latest analysis, we examine stagflationary signals emerging from both ISM Manufacturing and ISM Services data, highlighting ongoing economic pressures. Additionally, we cover the latest tariff developments, including China’s swift retaliation announced earlier this morning and its broader implications for global trade.

Are We Entering a New Era of Stagflation? >

On the freight side, we’re seeing a sharp rise in demand across flatbed and reefer segments, with van demand also moderately ticking higher. However, while pricing for flatbed is moderately increasing (rose 4% week over week) van & reefer remains largely sideways, with spot rates showing slightly more upward movement compared to contracts. Notably, the U.S. dollar has weakened, a key factor contributing to shifting trade flows and freight activity.

Webinar: Save the date

Also, for those interested, save the date—June 17th at 2 PM EST—as the NMFTA will be joining me for a webinar to discuss the upcoming NMFC changes taking effect in July. This will be a great opportunity to hear a formal presentation directly from them and get your questions answered during a live Q&A session. A formal sign-up form will be available on our website shortly along with the webinar link. Both will be sent out soon—stay tuned!

I remain here ready to serve! Let me know if you have any questions or need insights tailored to your shipping strategy.

Joseph McDevitt, MBA, CTB

Director of Marketing

610-280-3210