Sentiment among analysts regarding a truckload recovery is becoming increasingly positive, as heightened regulatory enforcement thins the supply side. However, most believe that a sustained upcycle will require a meaningful increase in demand. “We’re finally seeing early signs of more material improvement in the truckload supply/demand balance three-plus years into the post-pandemic freight recession, and truckload-related shares clearly agree,” stated Bascome Majors, equity research analyst at Susquehann ...