ODFL Old Dominion Freight Line Loading...

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17:54
Feb 19
Michael Every Global Strategist, Rabobank Macro Voices
Every notes that freight companies are reporting a pickup in logistics *within* the US (internal shipping), rather than just imports from ports. This indicates the "re-industrialization" thesis is moving from theory to reality. If goods are being moved between US factories rather than just from Long Beach to warehouses, domestic logistics networks (Trucking and Rail) will see volume expansion independent of global trade health. LONG domestic US logistics and transport. A recession caused by high rates crushing consumer demand before the industrial base is fully built.
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About ODFL Analyst Coverage

Buzzberg tracks ODFL (Old Dominion Freight Line) across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.