清晨运输 ： 没有经济衰退的情况 ， 西海岸 / 东海岸蔓延 ， 货运流量等

The report suggests that there is no recession scenario and that equity markets, including transportation stocks, have rallied due to better-than-expected inflation data. However, the report notes that core inflation is still double the Fed's target, which keeps the possibility of further rate hikes on the table. The report also notes that the prospects of a recession are unlikely in the context of U.S. Household balance sheets, as U.S. Household net worth is at an all-time high and the total asset base is diversified. The report also notes that goods spending in the U.S. is normalizing compared to services spending.