Is the Coast Really Clear?, Options Market Tea Leaves, and End of the ‘Safety Trade’? 3/30/23
The Exchange
00:00
The Freight Recovery Is Well Enough
Don Broaden: People are spending less money. E-commerce requires much more warehousing space and obviously just more inventory. A lot of companies are just readjusting their supply chains. While they're in that process, they're making fewer decisions right now. Frank Holland: Rail volumes are looking at industrial car loadings that are up 3%.
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