Q2 2024 U.S.
Economic Update Report

In Partnership with Broughton Capital

2024 Q2 US Economic Update Report (1)

Tired of waiting for retail sales to catch up with disposable income growth? This member-exclusive report dives deep into the data to uncover why the trucking industry hasn't reflected the surge in consumer income. 

Donald Broughton's expert analysis explores: 

  • The impact of e-commerce on traditional retail sales patterns;
  • How inventory fluctuations are affecting transportation needs; and
  • Why interest rates hold the key to a residential construction boom. 

Discover: 

  • Why the long wait for increased truckload demand is nearing its end; and 
  • How to leverage these trends to optimize your LTL operations (as a carrier, shipper, or 3PL).

If you are a trucking and supply chain executive, decision-maker, fleet manager, or a key trucking industry participant, this report is for you.

Download the complimentary report* today to access the full insights.

Unlocking the Future of Trucking Demand: A Special Report for NMFTA Members 

The National Motor Freight Traffic Association (NMFTA) in partnership with Donald Broughton of Broughton Capital proudly brings you the U.S. Economic Update Report for Q2 2024 which features insights specific to the trucking industry. 

Complete the form below to access the report.

* This report has been written and prepared by Donald Broughton of Broughton Capital


Donald-Smaller-Image-768x982-600x767

Donald Broughton 

– Principal & Managing Partner

broughton_capital_llc_logo

Donald Broughton founded Broughton Capital at the beginning of 2017, after spending over two decades as one of Wall Street’s top analysts – first at A.G. Edwards where he covered the Transportation industry, led the Industrials Research Team, and served on the firm’s Investment Strategy Committee. Beginning in mid-2006 Broughton published reports warning of an impending economic slowdown and by early 2007 published reports explaining why a recession was imminent.

His stock-picking performance has been repeatedly recognized by The Wall Street Journal as an “All-Star Analyst,” by Forbes in its “When Picky Analysts Pick” series, and ranked by both Zacks Investment Research and Starmine as a 5-Star Analyst (their highest rating). He is a frequent guest on national broadcast media, such as CNBC and Nightly Business Report. Many in the transportation industry know him for his quarterly tracking of trucking bankruptcies. Notorious as a hard-hitting forensic accountant, as a ‘Sell-side analyst’ he used ‘Sell’ ratings more often than any other Transportation analyst, and is highly regarded for his forecasts that translate goods flow data into economic forecasts.

About the Quarterly Reports

NMFTA is committed to providing valuable insights to the freight industry through its quarterly economic update reports. These reports aim to illuminate lesser-known trends across the broader freight market that could potentially impact businesses. Additionally, they offer interpretations of current trucking industry trends, helping businesses understand the underlying factors shaping their experiences.

Through this initiative, the NMFTA strives to empower businesses with comprehensive and relevant market intelligence, enabling them to navigate the dynamic and often complex freight landscape with greater confidence.