J P M O R G A N North America Equity Research 10 July 2026 Transportation & Logistics Weekly Fast Track: 2Q26 Earnings Preview Recap, Week 1 Look Ahead, New NRF Import Estimates This weekly publication highlights current transports and logistics trends across a wide range of truckload, intermodal, LTL, ocean, and airfreight market metrics. The rail section also includes a report card that simplifies how the network is performing relative to history and peers while also tracking carload trends versus consens ...