Category Archives: TRANSPORTATION

US RAIL FREIGHT VOLUME REMAINS STRONG

Posted on August 20, 2010 by Denis Ouellet

Freight volumes for the six Class 1 railroads were up 15% Y/Y for the week ending August 14th, up marginally (0.8%pts) compared to the prior week, and is better than the QTD average increase of 13% Y/Y. Total carloads at … Continue reading →

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RAIL FREIGHT VOLUMES HOLDING UP

Posted on August 13, 2010 by Denis Ouellet

Freight volumes for the six Class 1 railroads were up 14% Y/Y for the week ending August 7th, but down marginally (2.3 percentage points) on a sequential basis. Total carloads at 756,411 were still above the first and second quarter … Continue reading →

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RAIL FREIGHT REMAINS SOLID

Posted on July 30, 2010 by Denis Ouellet

Freight volumes for North American railroads have held on quite well since March. Total carloads for July, at 747,332, were still above the first and second quarter averages of 707,229 and 740,327, respectively. On a QTD basis, carloads are up … Continue reading →

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May Air Travel Rises Above Pre-Recession Levels

Posted on June 29, 2010 by Denis Ouellet

International trade and passenger traffic is pretty good. The International Air Transport Association (IATA) announced international scheduled traffic statistics for May which showed an 11.7% increase in passenger traffic and a 34.3% jump in freight demand compared to May 2009. … Continue reading →

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Fedex Eco View Positive But Profit Forecast Hurts Stock

Posted on June 17, 2010 by Denis Ouellet

With a May 31 fiscal year end, Fedex is often the first economic bellwether to report after Q1, providing insights on the global economy and on earnings trends. FDX forecast of $4.40-5.00 eps this year shocked the street which was … Continue reading →

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Posted in ***EARNINGS WATCH, ***RECOVERY WATCH, EARNINGS, ECONOMY, TRANSPORTATION, US economy | Leave a comment

Emerging Markets Keep on Trucking

Posted on May 19, 2010 by Denis Ouellet

(…) Charles McClure, CEO of vehicle parts maker ArvinMeritor, noted an interesting trend. In Brazil, he said, local manufacturers can’t keep up with rising demand for trucks, so they’re importing what they need all the way from Western Europe, which … Continue reading →

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GLOBAL TRADE FUELED BY ASIA

Posted on April 27, 2010 by Denis Ouellet

Just-released data by the CPB Netherlands Bureau for Economic Policy Analysis showed a strong increase in global trade volume, up 1.8% in February. On a year-over-year basis, global trade is firing on all cylinders with an increase of 15.5%, the … Continue reading →

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Freight Volumes Keep Recovering

Posted on April 23, 2010 by Denis Ouellet

Carloads hit another high. Total freight volumes for the six Class 1 railroads totaled 746,064 for the week ending April 17, reaching their highest level since November 2008. Volumes were up a considerable 18.5% from the comparable week in 2009, … Continue reading →

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TRANSPORTATION STATS ARE ALSO STRONG

Posted on April 5, 2010 by Denis Ouellet

The strengthening US economy is being reflected in transportation industries. Total rail freight volumes hit another high point as total carloads of 738,402 were up 16.3% from the comparable week in 2009 This is a substantial acceleration from the 11.9% … Continue reading →

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CHINA’S JAN-FEB AUTO SALES ALMOST DOUBLE

Posted on March 10, 2010 by Denis Ouellet

The combined auto sales in January and February surged 84 percent from a year earlier to 2.9 million units, with February’s figures alone reaching 1.2 million units, up 46 percent year-on-year, according to the China Association of Auto Manufactures (CAAM) … Continue reading →

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Maersk Sees Freight Rates Rising

Posted on March 4, 2010 by Denis Ouellet

A.P. Moller Maersk A/S, the world’s biggest container shipping company, said it expects freight rates to increase and cargo volumes to rise by between 3% and 5% this year—although the increase is still not strong enough to boost its bottom … Continue reading →

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COSCO to increase US-Asia cargo rates

Posted on February 26, 2010 by Denis Ouellet

China COSCO Holdings Co and nine other shipping firms are planning to increase rates for hauling containers to Asia from the US in a bid to stem losses on transpacific routes.

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