Manufacturing just hit a four-year high, fueling a boom for LTL carriers as factories ramp up production, new orders surge, and employment turns positive for the first time in three years. The seven-month expansion is outpacing forecasts, with stronger customer confidence and heavier shipments flowing through trucking networks. Meanwhile, supply chain bottlenecks persist—deliveries are slower than ever, and inventories remain too low, creating a perfect storm of demand and tight logistics that’s driving bullish momentum for carriers.
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