Post by Kearney

A fragmented freight market is becoming harder to plan around. Truckload pricing is rising as capacity tightens and fuel costs climb, while ocean rates are rebounding under renewed geopolitical and carrier-driven pressure. The shift is coming as US economic growth is expected to slow meaningfully through the second half of 2026. For shippers, that timing matters. Cost pressure is returning as the broader economy softens, making mode-level planning more important. Read the latest Shippers’ Compass for Kearney’s view on where the market is tightening and what leaders should watch next: https://lnkd.in/eBvzD729