Global freight markets face another challenging year from geopolitical tensions, uncertain trade policies and slack capacity. In this episode of the Talking Transports podcast, Bloomberg Intelligence senior transportation and logistics analyst Lee Klaskow shares how 2026 may play out for North American trucking, railroad and freight brokerage markets, as well as the global parcel and shipping sectors. An acceleration in the rate of capacity leaving the truckload market could ripple across less-than-truckload, freight brokerage and railroad industries, setting up for a better year than 2025. Technology-driven productivity investments could help offset a tepid demand backdrop and support improved margins. Supply growth is expected to outpace containerliner demand, which will weigh on rates and earnings.

<p>Global freight markets face another challenging year from geopolitical tensions, uncertain trade policies and slack capacity. In this episode of the Talking Transports podcast, Bloomberg Intelligence senior transportation and logistics analyst Lee Klaskow shares how 2026 may play out for North American trucking, railroad and freight brokerage markets, as well as the global parcel and shipping sectors. An acceleration in the rate of capacity leaving the truckload market could ripple across less-than-truckload, freight brokerage and railroad industries, setting up for a better year than 2025. Technology-driven productivity investments could help offset a tepid demand backdrop and support improved margins. Supply growth is expected to outpace containerliner demand, which will weigh on rates and 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

What Freight Markets Can Expect in 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a21428b8-2217-417a-bf10-b3ca0131ea06/transcript

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