beenburnedtwice

Distilling the Economic Data: No Recovery News

There is a stark paradox revealing itself in these numbers, and other recent transportation analysis--why is the Port of Los Angeles container traffic holding up, while all apparent trucking data, and my own personal direct observations indicating that rail and truck traffic has fallen off a cliff?

Are inventories climbing that rapidly? Are empty containers being offloaded? Is there a new magical good distribution network I'm not aware of?