This week’s guest is Dr. Zac Rogers, Associate Professor of Supply Chain Management at Colorado State University. In addition to his academic duties at CSU, Zac also co-developed and currently leads the publishing of the Logistics Manager Index or LMI. Fashioned in the same way as the Purchasing Managers Index (PMI) which has been around for over 50 years, the LMI is a diffusion metric that captures whether an activity is expanding or contracting. The LMI captures the monthly change in inventory levels and costs as well as the capacity, utilization, and pricing changes for both warehousing and transportation. In the discussion, Zac talks about the recently published October 2023 numbers that indicate an expansion of the logistics market as well as the market impact of the Yellow and Convoy bankruptcies and the recently resolved UAW strikes.
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