'Compelling' CH Robinson – for God's sake!
So many components = a lot of moving parts
ID 104099526
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| Dreamstime.com
All eyes on tangled rail M&A in the US, with the blessing of Tariff Man – read-across: leading to multiple bets that Class I railroad CSX may also have to go sooner or later – it’s arguably the US road freight market where reform is needed to curb capacity.
(That, since the aftermath of the Covid-fuelled boom, has been driving one of the longest freight recessions in recent memory.)
Or?
However, what kind of reform should be expected, if any?
Ahead of earnings season ...
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