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October 2017 – Quarterly Focus

2017Q2 Trends: Average intermodal length of haul continued to move up last quarter. The basic trend of increasing LOH has been in place since the beginning of last year. Total LOH moved up a substantial 9 miles from Q1 to 1,468 miles. This was 39 miles longer than the trough of 2015Q1.  

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October 2017 – Intermodal Outlook

Intermodal Loadings Outlook Little change in forecast once again: Our forecast has stayed in place for a number of months without big modifications, a trend that continued in August.   International: Import activity has stayed strong, and we have moved up our Q3 International forecast to reflect this. We remain

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October 2017 – Ports Review

North America Latest Import Statistics (Current Month) Inbound activity showed a normal seasonal improvement from July, thereby maintaining the strength shown earlier this year. Y/Y gains retreated after a very strong July, but remained at lofty levels as compared to the performance of recent years. August is normally the

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October 2017 – AAR Review

Rebound: After hurricane disruptions and the normal Labor Day dip, volume has come swiftly back. The third week of September was the biggest intermodal week in history. The 4-week averages, however, are still depressed from the earlier difficulties.   U.S. improving: Although interrupted by Hurricanes Harvey and Irma, the

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October 2017 – Intermodal Review

Total North America Performance was very strong, but most of the skyrocketing monthly volume from July to August was the result of a statistical artifact. Loads per working day were up slightly for domestic versus July and down a bit for International, but the y/y gains remained impressive. Intra

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October 2017 – Intermodal Overview

Total: The strength shown in August confirmed that the July dip was more of a statistical quirk caused by working day variance than any real weakness. The 8.1% y/y increase is mostly legitimate, as there was only a small y/y difference in working days in August.   International: A

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October 2017 – Executive Overview

Good news all around: August was a strong month across the board, but the big jump from July was exaggerated due to the big difference in effective working days. August had 2.2 more working days than July – +11%!   International: Growth in Inland Point Intermodal (IPI) volume actually outpaced that of inbound

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Vehicle Sales have Rebounded Following Hurricane Harvey’s Impact

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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A Perfect Storm? ELDs + Harvey + Irma

With so much of intermodal’s near-term prospects tied up in the trucking capacity situation, this is the perfect time to lean on my good colleague Noël Perry for his insights into the fast-changing outlook.   The Data for Outbound and Inbound Volumes Now that we are a month

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Economic Data is Starting to Reflect the Effects of the Storms

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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