J P M O R G A N North America Equity Research 31 July 2026 Transportation & Logistics Weekly Fast Track: Week 3 Recap & Week 4 Look Ahead, Seasonal TL Softness 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 consensus expectations. K ...