freight data
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 5, 2025 by Ryan Petersen · across every show →
Everything said about freight data, oldest first
Aug 5, 2025 negative
Freight volume changes often reflect inventory hedging rather than true consumer demand
“There's a lot of weirdness in lately in this tariffs data that is just like, I don't know if that means, you want to know what the consumers are doing ultimately. What are they buying and selling? And a lot of, there's just a huge amount of noise. Like they di…”