The week of October 26–30, 2026

Growth Came Back, and Carriers Sent the Invoice

GDP grew 3.4% and the Fed held with two dissents for a hike, while C.H. Robinson's truckload prices rose 31.5%, diesel climbed to $6.352 and Asia–U.S. East Coast rates jumped 9% to $10,565.

Read the issueJosh Hoffner, 14 min read

This week in numbers

The figures this issue turns on. An orange rule marks a reading that rose.

Real GDP (Q3 advance)
+3.4% annualized
▲ from 2.2% in Q2
Retail diesel (DOE weekly)
$6.352/gal
▲ 7.6¢ WoW; second straight rise
C.H. Robinson truckload price per mile (Q3)
+31.5% YoY
Cost per mile +33.5%
Freightos Asia–U.S. East Coast
$10,565/FEU
▲ 9% WoW; high for the year
Fed funds target
3.75%–4.00%
Held 10–2; two dissents for a hike
U.S. rail intermodal (week to Oct 24)
303,677 units
▲ 11.3% YoY; third double-digit week

Recent issues

The Tariff Bill Is Shrinking. The Commodity Bill Isn't.The Graham Act's 100% tariffs are waived and IEEPA refunds lift Hasbro and RTX, but P&G flags a $1.4B commodity hit, diesel rises 9.7¢ to $6.276, and reefer rejections reach 21.44%.

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