As usual, this Monthly Market Update will (a) provide a brief update of the truckload market and (b) present a compelling economic analysis to provide a macroeconomic view of the broader freight market.
We hope you enjoy! #movemorewithless
Our DRV Spot rates fell -6.1% MoM, undershooting our 0.7% projection. Our model now forecasts a -0.2% MoM rate change in November 2025, signaling a flat rate environment.
The Dec 2025/Jan 2026 spike in the chart reflects a short-lived seasonal lift driven by weather and holiday-related capacity tightness. After that peak, we expect rates to give back most of the gain: the index drops nearly 25% from January to March 2026 as post-holiday demand, tariff-related pull-forwards, and weather effects fade. Overall, 2026 rates should remain flat compared to 2025.