This update highlights the key shifts in freight markets, macro conditions, trade flows, rates, and M&A activity entering 2026.
Key Highlights
- Trade wars and tariffs are disrupting the efficient flow and costs of goods, reinvigorating supply chain angst.
- Consumer sentiment remains depressed, with manufacturing indices and housing starts producing soft numbers under inflationary pressures
- Truckload rates have greatly improved during Q4 and the start of 2026, largely due to capacity restrictions.
- Red Sea disruptions are once again increasing oceanic freight transit times and rate volatility.
- M&A activity is picking up amidst a better rate environment, strong treasuries of dry powder, and early 2026 mega deals.
Download the full update for detailed charts, data tables, sector‑specific trends, and transaction insights derived from Q4 2025 and early 2026 market performance.
