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RXO Releases the Latest Curve Freight Market Forecast
RXO (NYSE: RXO) released its latest proprietary Curve truckload market forecast, indicating that spot rates will rise year-over-year and sequentially in the first quarter of 2026 due to tightening carrier capacity. The report highlights a significant market shift in Q4 2025 with spot rates increasing 5.2% year-over-year, and attributes this trend to continued capacity attrition and some late peak season volatility despite muted freight volumes. Executives noted that carriers are under cost pressure, and an increased market imbalance, combined with potential demand increases, is expected to drive rates and volatility higher.