Talking Transports
Unpacking From Miami With Citi’s Wetherbee
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Show notes
Transport management teams appear cautiously optimistic that freight demand will bounce off the current state of malaise. In this Talking Transports podcast, Citi Research Managing Director and lead equity analyst of air freight, surface and marine transportation Christian Wetherbee joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to discuss his takeaways from Citi’s industrial conference in Miami last week. J.B. Hunt’s management noted increased competition early on during its intermodal bid season. Norfolk Southern’s presentation left the audience wanting more details about how its strategy is better than the one proposed by activist Ancora. Wetherbee also talks about how the trucking, railroad, ocean and parcel markets are shaping up heading into March.
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