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Jefferies raises trucking sector outlook on capacity cuts despite summer slowdown

Wed, 26 Aug 2026 06:23:08 -0400

Investing.com - Jefferies sees trucking spot rates and tender rejections climbing into year-end despite a seasonal cooldown in July and August, citing structural capacity reductions from federal regulation and enforcement as the primary driver of tightening supply.

Tender rejections eased to roughly 13.5% from an 18% peak in June, near pre-summer levels, as contract reconfigurations improved routing guide performance. Spot rates excluding fuel held roughly flat in July at 46% year-over-year before softening 6% month-over-month in August, with the year-over-year gain decelerating to 39%. Jefferies cautioned against reading too much into the six-week fade during traditionally slow weeks before back-to-school and

Jefferies raises trucking sector outlook on capacity cuts despite summer slowdown

Wed, 26 Aug 2026 06:23:08 -0400

This aerospace stock is on BofA's top 10 3Q25 best ideas list

Fri, 11 Jul 2025 08:00:00 -0400

Bank of America (BofA) has included one aerospace stock in its top 10 list of best investment ideas for the third quarter of 2025, citing an improving operational backdrop and potential for valuation upside.

The bank sees scope for a re-rating in Airbus (OTC: EADSY) shares as supply chain pressures ease and industry-wide commentary turns more constructive in the second half (2H) of the year.

Ahead of its Q2 report, BofA reiterated a Buy rating on the European aerospace giant, with a revised price objective of €229, down slightly from €237.

“Airbus is in our top 10 3Q25 best ideas list,” analysts

This aerospace stock is on BofA's top 10 3Q25 best ideas list

Fri, 11 Jul 2025 08:00:00 -0400

The bank sees scope for a re-rating in Airbus (OTC: EADSY) shares as supply chain pressures ease and industry-wide commentary turns more constructive in the second half (2H) of the year.

Ahead of its Q2 report, BofA reiterated a Buy rating on the European aerospace giant, with a revised price objective of €229, down slightly from €237.

“Airbus is in our top 10 3Q25 best ideas list,” analysts

This aerospace stock is on BofA's top 10 3Q25 best ideas list

Fri, 11 Jul 2025 08:00:00 -0400

The bank sees scope for a re-rating in Airbus (OTC: EADSY) shares as supply chain pressures ease and industry-wide commentary turns more constructive in the second half (2H) of the year.

Ahead of its Q2 report, BofA reiterated a Buy rating on the European aerospace giant, with a revised price objective of €229, down slightly from €237.

“Airbus is in our top 10 3Q25 best ideas list,” analysts

This aerospace stock is on BofA's top 10 3Q25 best ideas list

Fri, 11 Jul 2025 08:00:00 -0400

The bank sees scope for a re-rating in Airbus (OTC: EADSY) shares as supply chain pressures ease and industry-wide commentary turns more constructive in the second half (2H) of the year.

Ahead of its Q2 report, BofA reiterated a Buy rating on the European aerospace giant, with a revised price objective of €229, down slightly from €237.

“Airbus is in our top 10 3Q25 best ideas list,” analysts

European Logistics sector: Q1 earnings preview

Sun, 06 Apr 2025 04:00:00 -0400

On Wednesday, Stifel analyst Johannes Braun shared the firm’s Q1 earnings preview for the European logistics sector.

The analyst noted that while the overall picture of the firm’s coverage for Q1-25 has been mixed, there is a slightly more positive tone for Kuehne and Nagel International AG (SWX: KNIN) and DSV A/S (CPH: DSV) in contrast with DHL (ETR: DHL) that has a more muted tone.

DHL is rated Hold at Stifel with a price target of €43. The company’s performance in Q1-25 offered nothing worth writing home about, and it is 5% below EBIT consensus, the analyst indicated.

The firm estimates Q1-25

European Logistics sector: Q1 earnings preview

Sun, 06 Apr 2025 04:00:00 -0400

On Wednesday, Stifel analyst Johannes Braun shared the firm’s Q1 earnings preview for the European logistics sector.

DHL is rated Hold at Stifel with a price target of €43. The company’s performance in Q1-25 offered nothing worth writing home about, and it is 5% below EBIT consensus, the analyst indicated.

The firm estimates Q1-25

Freight markets and implications from U.S. elections - BofA

Sun, 03 Nov 2024 04:00:00 -0400

With just a couple days to go for the U.S. elections, analysts at BofA share their view on what potential outcomes would entail for freight markets.

Higher tariffs of around 60% on China and 10% on other countries from a Trump administration would pose medium-term headwinds for container and air cargo, though demand would surge in the near term, the investment bank noted.

“The concern regarding tariffs could drive aggressive pre-shipping initially ahead of implementation, but the impact of tariff hikes could create midterm negatives around destocking and lower world trade,” said BofA in its research note.

Frontloading of trade flows usually occurs

Freight markets and implications from U.S. elections - BofA

Sun, 03 Nov 2024 04:00:00 -0400

With just a couple days to go for the U.S. elections, analysts at BofA share their view on what potential outcomes would entail for freight markets.

Frontloading of trade flows usually occurs

JPMorgan Quantifies Port Strike Impact: '1 day of strike requires c6 days to recover; if a week long has the scope of constraining 4- 7.5% of global vessel capacity'