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July 2018 – Outlook

■ Forest products’ shipments increased by 1.2% in May, essentially in line with full-year forecast growth of 1%. ■ It is largely a tale of two subgroups within forest products, however, as lumber and wood products are increasing significantly on the back of strong home sales numbers. ■ Paper shipments have been weak, despite strong

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June 2018 – Economic Summary

Summary ■ The U.S. economy is growing at a healthy pace. Growth will track near 3% through the end of 2019, fueled by the massive fiscal and tax stimulus. After the stimulus fades, growth will revert to near 1.8%, the long term trend growth rate of the economy. The growing trade war does

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July 2018 – Intermodal Outlook

Change in the forecast this month: The forecast for growth in domestic trailer shipments increased this month as Association of American Railroads data showed sustained growth rates in the mid-20% range through the entire second quarter.   International: International volumes retained their steady 6% growth rate that has persisted for most

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July 2018 – Ports Review

North America: Import Statistics Imports increased sequentially by a significant 10.5% margin, while the y/y improvement was more muted at 1.3%. The May import figure is slower growth than the year-to-date figure of 2.9% growth and the nearly 6% gain over the last 12 months. It is uncertain how import volumes could change in

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July 2018 – Train Speed Review

Train speeds for intermodal shipments held 4% below 2017 levels and 6.4% below the 10-year historical average. Train speeds declined in the last few weeks, showing signs of the seasonal slowdown that has occurred in velocity for each of the last two years. Carriers have struggled to restore their velocity to historical levels

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July 2018 – AAR Review

Consistent growth rate: North American intermodal loadings are maintaining a consistent growth rate of right around 4% for the last month or so.   United States: U.S. loadings growth fared better than the average for the continent, posting growth of about 6% in the last four weeks on a four-week rolling

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July 2018 – Intermodal Review

Total: Overall intermodal growth grew at above 6% in May compared with the same month in 2017. Domestic volumes carried the growth banner while international growth remained near its low growth rate for the year. International: International volumes grew more than 4% in May, a solid growth number, but near its weather-impaired January

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July 2018 – Executive Overview

Overview: Growth in domestic and international intermodal traffic increased dramatically in May, ahead of the summer holidays. International: International volumes were up 10.5% sequentially in May compared with April. Gains were a more modest, but still respectable, 4.4% compared with May 2017. Domestic: Domestic volumes gains were more balanced than international with a

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It will be difficult to derail the U.S. economy

Welcome to FTR’s “Monday Morning Coffee “ blog. The following article is designed to keep busy executives up to date with the latest economic data releases. Released every Monday, this blog promises to keep our clientele updated with the latest weekly economic news and developments, highlighting its impact on the

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Trucking Tightness Felt in Rail

Part of the growth in trailers is likely the result of e-commerce and the so-called Amazon effect, forcing retailers to move merchandise closer to the consumer.   Intermodal has faced its own challenges as the perfect storm of shipper and carrier reactions to the truck market has helped limit intermodal

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