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Monthly LTL Executive Briefing Highlights
- After a turbulent start to the year, economic momentum is uneven but generally improving across several sectors. January was marked by geopolitical volatility, extreme weather, trade friction, and areas of domestic challenges, yet underlying business conditions showed modest strengthening.
- U.S. manufacturing activity firmed in January. Both major industry surveys indicated expansion, though they offered slightly different perspectives on the outlook for new orders and inventory levels.
- New tax data suggests the average household may receive an additional $2,000–$2,500 in refunds this year due to recent tax legislation. While many consumers are not yet aware of the change, most will learn of the benefit in Q1 as they file. Historically, this has contributed to an uptick in discretionary retail spending.
- Consumer and business sentiment are moving in different directions. Business sentiment indexes climbed above long‑term averages through December, while consumer sentiment weakened across most surveys, with concerns about jobs, inflation, and politics weighing on household outlooks.
SMC³ LTL Executive Briefing
We are pleased to share with you the most recent edition of the SMC³ LTL Executive Briefing. This monthly publication provides analysis of key LTL industry and economic trends and is an exclusive SMC³ member benefit.
The briefing is prepared for SMC3 members by the Armada Corporate Intelligence team.
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Download: LTL Monthly Executive Briefing PDF
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