Freight Expectations | Winter Storms, Tight Capacity, and a Market Ready to Move
A massive winter storm shakes up the freight market—and Craig Fuller and Matt Leffler break down why this one matters. Tender rejection rates spike above 12%, signaling tightening capacity and a potential inflection point for carriers. The hosts unpack why weather often acts as the catalyst that finally tips a soft market into a crunch, and whether this disruption could mark the beginning of a more sustained recovery. Along the way, they dig into rising M&A activity across trucking and brokerage, from major carrier acquisitions to growing momentum around IPOs and private equity exits. The…
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