February 18, 2026
0.85 - 1.05
Use the seasonally adjusted shipments index value published for January 2026. Round to 0.01 precision. Source: https://www.cassinfo.com/freight-audit-payment/cass-transportation-indexes/
January 2025 was 0.954 (down 8.2% YoY). The post-holiday collapse is the critical early-2026 signal: Will capacity exits finally inflect the index upward after three years of decline, or does demand continue deteriorating?
Active markets come first, followed by recently resolved calls from the same category.
May 2025 was 1.025. Breaking above 1.02 in May 2026 would signal freight volumes have stabilized and begun climbing year-over-year after 30+ mont...
ATA tonnage is the broadest measure of freight volume. May sees seasonal demand pickup (Mother's Day, Memorial Day, summer goods shipments). MoM...
New orders are a leading indicator—they predict future manufacturing production and freight demand 2-3 months ahead. If new orders exceed 52 in J...