Comment / Riding the 'cautious to in-line' wave with Morgan Stanley – excuse me!

ID 3794108 © Stephanie Swartz | Dreamstime.com

Freight transportation, North America, as well the macroeconomic outlook from Q4 22 into Q1 23 and beyond – how are things?

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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 ...