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Parcel, LTL and truckload rates climb as TD Cowen/AFS Index signals more cost pressures

· Source: logisticsmgmt.com

In short

The Q3 edition of the TD Cowen/AFS Freight Index projects record-high parcel and LTL costs in Q4 2026, driven by inflated fuel surcharges, carrier pricing strategies, and seasonal holiday demand. Truckload rates are also rising, but mainly because capacity is shrinking through bankruptcies and regulatory constraints rather than strong freight demand. The index is built on AFS freight data enriched with machine learning models and macro/micro-economic factors.

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Tags: freight rates, truckload, parcel, LTL, capacity, forecasting

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