Value in North America's land transport: cheap, dirt cheap and expensive stuff
Not all expected to move forward at the same speed
Freight transportation, North America, as well the macroeconomic outlook from Q4 22 into Q1 23 and beyond – how are things?
Help line
First off, in 78 pages of detailed analysis*, Morgan Stanley yesterday outlined its views on the major players operating in our industry.
Nothing on Europe, but good enough to give it a go.
(*Headed “2023 Outlook: Preparing for Cycle Inflection; Upgrading Industry View to In-Line“. Certain key views from this research have been cited by the US media already, click here ...
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