This seasonal deceleration is not unusual, as July and August tend to be weaker. Contents 1 Who we are . "Spring came late to the spot market this year," said DAT Senior Industry Analyst Mark Montague. Erika James Elected to Morgan Stanley Board of Directors November 10, 2021 Morgan Stanley (NYSE: MS) today announced that Erika James has been elected to the Company's Board of Directors, effective January 1, 2022. Morgan Stanley Twentieth Annual Asia Pacific Summit The Panama index rose 1.3% to f 2,241. Cass Transportation Index Report | June 2021 | Cass ... 18.63 -0.03-0.16%: December 30, 2021 End of Day. "Morgan Stanley has a long-term strategy. On a seasonally adjusted (SA) basis, the shipments index rebounded 2.6% m/m in November, after a 2.9% m/m increase in October . Freight Transportation | North America - Morgan Stanley According to the index, conditions underperformed relative to normal seasonality, falling throughout the month and surging less than expected in the runup to Thanksgiving. The two most significant factors were a rise in time between . Reefer. Overall, the Cowen/AFS LTL Freight Index is expected to stay relatively level with Q4 of 2021, with a 35.8% increase compared to the January 2018 baseline. Explore Morgan Stanley. VTG Aktiengesellschaft, a European rail leasing and logistics company, has rejected an unsolicited bid from UK-based Warwick Holdings saying the valuation at €53 a share is inadequate. ET. DAT Dry Van Spot and Contract Rates. Morgan Stanley: TLFI continues descent for second consecutive update. January 31st, 2021, 7:44 PM PST. J.P. Morgan's Research team leverages cutting-edge technologies and innovative tools to bring clients industry-leading analysis and investment advice. Morgan Stanley: Ag products volume could rise in late 2009 Written by William C. Vantuono , Editor-in-Chief Corn and soybean products could bolster rail freight volume for the 2009/2010 crop year, according to a report by Morgan Stanley Research analysts William Greene and Adam Longson. CRC 3592874 05/2021. "Demand is overwhelming," an anonymous carrier official told Morgan Stanley for its sentiment index. Morgan Stanley on Monday cut its first quarter 2022 Brent crude price forecast to $82.50 per barrel from $95 on market expectations that the Omicron coronavirus . The Cass shipments index remained positive on a two-year stacked basis for the second straight month, 4.2% above June 2019, after a 3.3% year-over-two-year increase in May. The new composition will be fully reflected in the index with effective open 04.01.2022: 10X GENOMICS INC 3M COMPANY ABBOTT LABORATORIES ABBVIE INC ADOBE INC AES CORP AFFIRM HOLDINGS INC AFLAC INC AIRBNB … Continued Source: Greenwich Associates, April 25, 2019. Dec. 2, 2021, 01:16 PM. In our call of the day, Morgan Stanley MS, -2.57% said 2021 was . Morgan Stanley Reefer Truckload Index. In November 2021, the global freight rate index stood . Morgan Stanley has increased its 2021-22 fiscal year earnings estimates for Indian steel companies by 1-12 percent, resulting in EBITDA estimates of 4-35 percent. Member SIPC. Futures initially fell late on Sunday before a turnaround, with investors seemingly still digesting the Fed's signal last week. Monthly Market Update. Wed, 22 Dec 2021. TL market is boiling with no end in sight. With greater visibility on a long-term cycle, Morgan Stanley forecast said that there would be a shift away from balance sheet to earnings growth of Indian steel companies. The S&P 500 Index has pulled back 1.9% so far in 2022 through the close on Jan. 7. . And even though there is a driver shortage, Morgan Stanley's TL report indicates there will likely be no abatement in freight demand and shipper requests through the end of 2021. "Demand is overwhelming" says an anonymous carrier. The year 2021 saw an especially steep increase in global freight rates, reaching a record price of over 10,800 U.S. dollars in September 2021. Morgan Stanley . Morgan Stanley analysts expect freight to surge to all-time tightness over the next 6-12 months, while GDP slowly recovers throughout 2020 and 2021. In its recent Truckload Freight Index covering the period to September 4th, Morgan Stanley reported continued "sequential improvement.". Global Investment Committee | September 27, 2021 The GIC Weekly Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. . Freight rates from Shanghai - Rotterdam gained 3% or $370 to reach $14,028 per 40ft box. The firm gave an "Equal-weight" rating on the multi-brand . 3/5/2021 The BDI Baltic Exchange Dry Index rose 2.8% to 1,829. Morgan Stanley Inception Portfolio;C - -5.77. Currently it takes up to 73 days - and then the container will go back usually empty. The average trucking rates are based on DAT iQ's $110 billion database of actual freight payments. Morgan Stanley is cutting approximately 1,500 jobs because of concerns about economic uncertainty around the world, a person familiar with the matter told CNN Business. Morgan Stanley's proprietary Truckload Freight Index shows continued sequential improvement. Employing big data analysis, machine learning and other techniques combined with their macro, asset class, sector and company expertise, our award-winning analysts set the industry standard for . These . Key Implications for Express/Ground . Written By Sonal Khetarpal March 9, 2021 3:10:52 pm We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments. Demand for liquefied natural gas (LNG) is expected to rise by 25 to 50% by 2030, making it the fastest growing hydrocarbon over the next decade, analysts from Morgan Stanley Research said in a note. In December 2021, freight loading of Central Railways was 7.21 million tonnes as against 5.87 MT in December 2020, registering a whopping increase of 22.8 per cent. Cass TL Linehaul Index (October 2021) The shipments component of the Cass Freight Index® was 0.8% higher than the year-ago level in October, similar to the 0.6% y/y increase in September. ©2021 Morgan Stanley Smith Barney LLC. Morgan Stanley. bringing their total fleet count to 70 by 2021. Morgan Stanley reported in its latest proprietary Truckload Freight Index that volumes had improved but at a pace slower than the normal seasonality. 18 November 2021 Morgan Stanley Twentieth Annual Asia Pacific Summit. 000000000 522917.59000000 OU Notional Amount USD 159.56000000 0.000578551733 N/A DCO US N 2 Morgan Stanley & Co. LLC 9R7GPTSO7KV3UQJZQ078 Morgan Stanley MSCB LTS0 MSCBLTS0 Index Y equity-performance leg 2021-09-09 0.00000000 USD 0.00000000 USD 522917.59000000 USD 159.56000000 N N N JPMorgan Chase Bank, National Association 7H6GLXDRUGQFU57RNE97 Source: Greenwich Associates, April 25, 2019. This update is a report that analyzes data from multiple sources, including but not limited to FreightWaves SONAR, DAT, American Shippe r, Morgan Stanley Research, FTR Transportation Intelligence, Journal of Commerce, and National Retail Federation (NRF). For more information, see www.SHOOKresearch.com. Fund vs. Category . July 8-16: June Cass Freight Index data released July 9: Morgan Stanley Proprietary TLFI bi-weekly update July 9-12: GWR expected to report June traffic Global institutions, leading hedge funds and industry innovators . Morgan Stanley Smith Barney LLC. The 2018 Greenwich Quality Leader in Overall U.S. Investment Consulting (Mid-Size Firms) designation was awarded to three firms and is based on the . Carriers are reporting a surge in demand as Labor Day approaches, with little protest from shippers as rates rise. And with less drivers behind the wheel of trucks, rates will . JPMorgan downgrades iron ore price forecasts -4% for 2021, -16% for 2022, and -13% for 2023. . Material Matters: Iron Ore, Oil & Base Metals. For more information, see www.SHOOKresearch.com. The top 10 business stories of 2021. . CPE Capital has sold StraitNZ, the company that operates the Bluebridge Cook Strait ferries, to Morgan Stanley Infrastructure Partners for more than $500 million, according to the Australian Financial Review.AFR said the 30-year old StraitNZ claims 56% of the vehicle freight across Cook Strait and 31% of the passenger business . G. Greenwich Associates 2018 Quality Leader Award. The decline in growth rates are reflected in slight declines across all of the metrics of the LMI (except for the two freight capacity metrics which have increased). Morgan Stanley's TL report indicates there will likely be no abatement in freight demand and shipper requests through the end of 2021. Morgan Stanley raised their base stock price forecast on Planet Fitness to $106 and said a key driver for the stock, the beat in 4Q reinforces our view that 2022 will see continued acceleration potentially back to 200+ new units.. Chart: Cass Shipments Index, January 2009 - June 2021 (01'1990=1.00) See the methodology for the Cass Freight Index. Index (WCI) composite container freight rate benchmark per 40-foot box was recently $10,377—up more than sixfold from January 2019. Our analysts, economists and strategists have earned this reputation through timely, in-depth analysis of companies, industries, markets and the . DAT Trendlines - YoY Capacity Trends. Market View May 31, 2021. Morgan Stanley Reefer Truckload Index *Report pulled from prior Morgan Stanley Truckload Freight Index report from 9/01/2021. This compares to $1.03 per share on net earnings of $371 million for the 13 weeks ended . Morgan Stanley is bearish on tech hardware companies and other cyclical technology names, anticipating that the stocks will "suffer from a payback in demand and/or margin pressure by early 2022." Email. HAMBURG: July 16, 2018. Freight Market Update | October 2021. Morgan Stanley . The Morgan Stanley TFLI is a broad-based measure of . Updated 9:24 AM ET, Wed June 23, 2021. Good day, and welcome to . With stronger freight rates compared with August, Morgan Stanley is reaping profits from re-chartering out its ships in the spot market, sources said. The Logistics Manager's Index (LMI) showed a December 2020 logistics growth rate of 66.7, or about 12.7 points ahead of the 2019 rate. Sept. 14, 2009. A Look at Morgan Stanley Research with Global Director Simon Bound. "On a seasonally-adjusted basis, our index has failed to show any improvement over the last 5-6 weeks," said Morgan Stanley's Adam Longson and William Greene. . GoPro, inc (NASDAQ:GPRO) Q3 2021 Earnings Call Nov 4, 2021, 5:00 p.m. The report includes a weekly snapshot of the rolling month-to-date national average trucking rates for van, reefer and flatbed. The Cass shipments index is a measure of the number of intra-continental freight shipments across North America, for everything from raw materials to finished goods. In a September 13 note, Morgan Stanley warns that stocks are already in a "rolling correction" as part of what the firm calls a mid-cycle transition. Truckload Freight Index measuring demand for services compared to supply through April 27, 2021. FRANKFURT (Reuters) - Morgan Stanley Infrastructure announced a cash takeover offer for rail logistics group VTG <VT9G.DE> on Monday after securing a large . The Arrive Monthly Market Update, created by Arrive Insights, is a report that analyzes data from multiple sources, including but not limited to FreightWaves SONAR, DAT, FTR Transportation Intelligence, Morgan Stanley Research, Bank of America Internal Data, Journal of Commerce, Stephens Research, National Retail Federation and FRED Economic Data from the . Morgan Stanley Flatbed Truckload Index. Platts 62% Iron Ore Index (CFR China- US$/dmt) 35 75 115 155 195 235 J u n-1 0 D e c-1 0 J u n-1 1 D e c-1 1 J u n-1 2 D e c-1 2 J u n-1 3 D . Morgan Stanley Research does not provide individually tailored investment advice. have been obtained from sources believed to be reliable but in no way are guaranteed by Morgan Stanley as to accuracy or completeness. Cass TL Linehaul Index (November 2021) The shipments component of the Cass Freight Index® was 4.5% higher than the year-ago level in November, accelerating from a 0.8% y/y increase in October. Earnings per share for the 13 weeks ended October 30, 2021 were $1.09 on net income of $385 million. This Week's Key Charts Exhibit 2:Morgan Stanley Dry Van ONLY Truckload Freight Index 0 1 2 3 4 5 6 7 8 9 10 3-J a n 2 4-J a n 1 4-F e b 7-M a r 2 8-M a r 1 8-A p r 9 . The Morgan Stanley Dry Van Freight Index is another measure of relative supply. The . 5. DAT Trendlines - YoY Capacity Trends. Morgan Stanley's Truckload Freight Index has decreased over the last two weeks and has now underperformed seasonality two updates in a row. . The broker concedes more downside is likely but considers both Rio Tinto ( (RIO)) and Fortescue . Morgan Stanley analyst Ravi Shanker lowered his Freight Transportation industry view from In-Line to Cautious. But freight and transport is a dark horse that could derail the recovery By Colin Brinsden In Canberra For Australian Associated Press Published: 23:24 EST, 22 November 2021 | Updated: 23:24 EST . between 4.6Mt and 7.9Mt vs. 2021 YTD weekly average of 6.7Mt. ©2021 Morgan Stanley Smith Barney LLC. Morgan Stanley Online application is currently experiencing technical difficulties. China's efforts to control a recent resurgence of . Morgan Stanley gave the base target price of $250 with a high of $350 under a bull scenario and $125 under the worst-case scenario. Dry Van. The 2018 Greenwich Quality Leader in Overall U.S. Investment Consulting (Mid-Size Firms) designation was awarded to three firms and is based on the . Member SIPC. Best Index Provider 2018 at Structured Retail Products (SRP) Asia- . For any technical assistance please contact one of the numbers below: 1 (888) 454-3965. Source: Morgan Stanley Research. 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