As usual, in this Monthly Market Update, we will (a) provide a brief update and analysis of the truckload market, and (b) present a compelling economic analysis to provide a macroeconomic view on the state of the freight market.
We hope you enjoy! #movemorewithless
In November, our DRV spot rates increased by 4% MoM, surpassing our projection of a 0.2% decrease. Our outlook for December 2025 through January 2026 remains unchanged. The spot market is set for a short-lived seasonal increase, driven by weather and holiday-related capacity tightness. However, this should fade in Q1 of 2026. This year's seasonal rate increase is expected to be milder than last year's, at approximately -0.5% YoY.