Freight Recession Shows No Signs of Ending -- Market Talk

Dow Jones

2025/10/03

1049 ET - The trucking and freight industry has been stuck in a historically long recession over the past three years and current indicators show it's unlikely to end anytime soon, say Stifel analysts. Freight demand indicators are still soft and sluggishness in consumer spending, the housing market and industrial activity all will continue to limit demand. Carriers, brokers and shippers are all saying they are seeing slow business as a result of uncertainty about downstream consumption amid trade friction, high interest rates, a government shutdown and a broader recession risk. "There are few credible signs of relief on the near-term horizon," the analysts say. (nicholas.miller@wsj.com)

(END) Dow Jones Newswires

October 03, 2025 10:50 ET (14:50 GMT)

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(nicholas.miller@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 03, 2025 10:50 ET (14:50 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B66KJ199.SGD","symbol_name":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY  \" A\" (SGD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2572368510","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2572368510","pubTimestamp":1759503000,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1049 ET - The trucking and freight industry has been stuck in a historically long recession over the past three years and current indicators show it's unlikely to end anytime soon, say Stifel analysts. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE00B66KJ199.SGD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY  \" A\" (SGD) ACC","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","BK4022":"陆运","IE0031619046.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) INC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","IE00B19Z4B17.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) ACC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","BK4520":"美国基建股","BK4232":"货物陆运","PAL":"Proficient Auto Logistics","BK4588":"碎股","JBHT":"JB Hunt运输服务","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","BK4131":"航空货运与物流","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","WERN":"沃纳企业公司","SNDR":"Schneider National Inc.","IE00B7SZL793.SGD":"Legg Mason Royce - US Small Cap Opportunity A Acc SGD-H","HUBG":"Hub Group Inc","LSTR":"莱帝运输","BK4585":"ETF&股票定投概念","KNX":"Knight Transportation Inc"},"translate_title":"货运衰退没有结束的迹象——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SNDR":0.9,"LSTR":0.9,"PAL":0.9,"KNX":0.9,"HUBG":0.9,"JBHT":0.9,"WERN":0.9},"content_text":"1049 ET - The trucking and freight industry has been stuck in a historically long recession over the past three years and current indicators show it's unlikely to end anytime soon, say Stifel analysts. Freight demand indicators are still soft and sluggishness in consumer spending, the housing market and industrial activity all will continue to limit demand. Carriers, brokers and shippers are all saying they are seeing slow business as a result of uncertainty about downstream consumption amid trade friction, high interest rates, a government shutdown and a broader recession risk. \"There are few credible signs of relief on the near-term horizon,\" the analysts say. (nicholas.miller@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  October 03, 2025 10:50 ET (14:50 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}