Will the Cass Freight Shipments Index reach 1.02 or higher in May 2026?
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...
March 15, 2026
1.70M TEUs - 2.20M TEUs
Use the actual January 2026 TEU volume (in millions) reported in the February or March 2026 Global Port Tracker report from NRF/Hackett Associates.
NRF forecasts January 2026 at 2.0M TEUs, down 10.3% year-over-year. January is historically weak, but a reading below 1.85M would signal severe demand destruction from tariffs. Above 2.10M would indicate inventory restocking is beginning earlier than expected.
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...