AI hardware props up air freight – spare a thought for the downside
Eggs in one basket?
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 ...
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