10 August 2026
Freight & Industrials Outlook: What’s Driving Growth into 2027?

Summary View Transcript The US industrial sector is experiencing its strongest growth in years, with the ISM index hitting 55. 6 for the seventh consecutive month. We dive into the surprising drivers, from AI data centers and tax incentives to resilient consumer spending. But are there risks lurking with capacity exits and grid infrastructure? Senior Industrials Analyst Ryan Farlow shares his insights on what’s ahead for manufacturing and the freight market.
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