
Tim Denoyer
2
APPEARANCES
2
PODCASTS
012
DEC 30
JAN 6
JAN 13
JAN 20
JAN 27
FEB 3
FEB 10
FEB 17
FEB 24
MAR 3
MAR 10
MAR 17
MAR 24
MAR 31
APR 7
APR 14
APR 21
APR 28
MAY 5
MAY 12
MAY 19
MAY 26
JUN 2
JUN 9
JUN 16
JUN 23
JUN 30
JUL 7
JUL 14
JUL 21
JUL 28
AUG 4
AUG 11
AUG 18
AUG 25
SEP 1
SEP 8
SEP 15
SEP 22
SEP 29
OCT 6
OCT 13
OCT 20
OCT 27
NOV 3
NOV 10
NOV 17
NOV 24
DEC 1
DEC 8
DEC 15
DEC 22
DEC 29
JAN 5
JAN 12
JAN 19
JAN 26
FEB 2
FEB 9
FEB 16
FEB 23
MAR 2
MAR 9
MAR 16
MAR 23
MAR 30
APR 6
APR 13
APR 20
APR 27
MAY 4
MAY 11
MAY 18
MAY 25
JUN 1
JUN 8
JUN 15
JUN 22
JUN 29
JUL 6
JUL 13
JUL 20
JUL 27
AUG 3
AUG 10
AUG 17
AUG 24
AUG 31
SEP 7
SEP 14
SEP 21
SEP 28
OCT 5
OCT 12
OCT 19
OCT 26
NOV 2
NOV 9
Sep 21, 2026
ACT Research's Denoyer looks at the state of the freight economy
6:54
7:01
7:15
7:27

Tim DenoyerGUEST
guess that didn't really answer the second part of your last question in terms of some of those key aspects of the freight economy.

Tim DenoyerGUEST
But our economists, to come to your question about just freight demand broadly right now, our economists think some of what's happening, retail sales are still chugging along.

Tim DenoyerGUEST
Certainly, the nominal numbers have been pushed up by 3% or 4% goods price inflation this year, which is giving us a little bit better top line numbers.

Tim DenoyerGUEST
But in terms of freight volumes, there's a little bit of growth coming from there.
18 MINS LATER
J
25:54Jeff BermanHOST
What have you seen since this ruling was handed out in mid-May, and what could it mean on a longer-term basis as well?
ACT Research Denoyer on Trucking Uncertainty
11:13
11:41
12:01
12:07
20:51

Lee KlaskowHOST
So the trucks that are running on the roads in North America? Are they made here? Are they just put together here and they're using parts from overseas? How hard are the truck OEMs potentially going to get hit from the tariffs?

Tim DenoyerGUEST
And so there is a fair amount of parts that come into the US that support the supply chain that, you know, there's a lot of parts that are sourced in Europe and other places that, you know, We talk a lot about our, you know, connection to Mexico, which I'll get to in a sec.

Tim DenoyerGUEST
And it's important, but it's also important to point out that we've got a very close relationship with Europe.

Tim DenoyerGUEST
And there's a fair amount of, you know, castings and those kind of things, the second and third tiers of the supply chains that we don't see too directly that, you know, come from the lowest cost places.
9 MINS LATER

Chris CiolinoHOST
If you could get out your crystal ball, what do you think is the most likely outcome here? I mean, do we get a full repeal? Do we get a partial repeal? Does it stay intact? And really, how does that kind of influence your thinking around the magnitude and duration of a potential pre-buy?