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April 4, 2026
Resolves YES if any of January, February, or March 2026 seasonally adjusted truck driving employment (NAICS 533) falls below 3,600,000. Otherwise NO. Source: https://www.bls.gov/ces/
Total trucking employment (including drivers, managers, mechanics) was declining in late 2025. Breaking below 3.6M would represent a cumulative 150k+ decline from peak and signal capacity is tightening structurally.