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The Supply Chain Buzz for August 7th featuring Lee Klaskow with Bloomberg Intelligence
Supply Chain Now
The Normalization of Demand in the Holiday Season
The name of the game really is normalization, whether it's consumer demand or industrial demand. We're probably benefit air freight more than ocean freight because if somebody needs something, a retailer, and they're just like, oh my God, we've got to fill up the inventory quick. So there could be winners and losers. The expedited folks who probably would be more winners, the FedExes and the UPSes of the world. And at the end of the day, LTL is probably not going to benefit from it.
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