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Truck Stop/TLSS: Capacity Rules the Roost-20260610
Morgan Stanley· 2026-06-10 14:14
June 10, 2026 05:21 AM GMT Freight Transportation | North America Truck Stop/TLSS: Capacity Rules the Roost Current and forward indices are mixed as 2026 TL rate expectations remain elevated at +6.4%. Commentary leans "green", with a strong focus on tightening capacity and increasing rates. MS TLQURE: We have updated our QURE model for the month of May and vs. our prior model to account for a structural shift in market dynamics that has emerged since 2023. Our new base case prediction is that truck rates wi ...