The Trucking Recession Signal the Market Is Ignoring

Episode 50 of Recession Watch digs into the trucking industry as a leading indicator for economic downturns. Hosts Lucas and Luna examine why spot freight rates have fallen 20% from last year, how the Cass Freight Index is flashing warning signs, and what the recent jump in trucking bankruptcies means for the broader economy. With specific references to the Cass Shipments Index and the For-Hire Trucking Employment data from the BLS, they explain why this signal has preceded every recession since the 1990s. The conversation also touches on how the current environment differs from the pandemic freight boom and why investors should watch this space closely. Plus, a brief discussion on how listener support keeps the show ad-free. #Trucking #Recession #EconomicIndicators #CassFreightIndex #SpotRates #FreightRecession #SupplyChain #Logistics #LeadingIndicator #Economics #Macro #LaborMarket #BLS #TruckingEmployment #Bankruptcies #ContainerShipments #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo