Earnings growth for transportation and logistics providers will be driven by when the freight cycle will finally turn. The uncertain economic backdrop has made calling the cycle increasingly difficult for market participants. In this Talking Transports podcast, Ravi Shanker, managing director and lead North American freight transportation and airlines analyst at Morgan Stanley, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about what could be in store for 2Q earnings and the rest of the year. They touch upon the truckload, less-than-truckload, railroad, intermodal parcel, forwarding and freight brokerage subsegments. Shanker remains optimistic about truckload rates this year, which is driving his overweight rating on most carriers in the space. He also discusses rail consolidation, airlines, autonomous trucking, technology and which stocks he prefers heading into earnings.

<p>Earnings growth for transportation and logistics providers will be driven by when the freight cycle will finally turn. The uncertain economic backdrop has made calling the cycle increasingly difficult for market participants. In this Talking Transports podcast, Ravi Shanker, managing director and lead North American freight transportation and airlines analyst at Morgan Stanley, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about what could be in store for 2Q earnings and the rest of the year. They touch upon the truckload, less-than-truckload, railroad, intermodal parcel, forwarding and freight brokerage subsegments. Shanker remains optimistic about truckload rates this year, which is driving his overweight rating on most carriers in the space. He also discusses rail consolidation, airlines, autonomous trucking, technology and which stocks he prefers heading into earnings.</p>

Talking Transports by Bloomberg Intelligence features forwarding thinking conversations with analysts, executives and entrepreneurs that are shaping the future of the freight transportation industry. The focus will be on trucking, railroads, ocean and air freight markets and everything in between.

<p>Talking Transports by Bloomberg Intelligence features forwarding thinking conversations with analysts, executives and entrepreneurs that are shaping the future of the freight transportation industry. The focus will be on trucking, railroads, ocean and air freight markets and everything in between.</p>

Talking Transports

Morgan Stanley’s Shanker Awaits the Turn

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6b0aad06-0db9-4c29-a5b3-b30d00c75d50/transcript

Advertisement