Trump's trade war creating economic 'mirage' with GDP forecasts, freight market disconnected: Shipping expert

An ASU supply chain expert uses the Logistcs Managers' Index to understand the nation's freight market expansion and concerns about inflation.

In this article published Feb. 5, 2026, on CNBC:

The overall rate of expansion is largely due to a shift back toward milder restocking to start the year. This suggests that respondents kept with their future predictions from last year and ran inventories relatively lean to start the year. This may reflect the continued high costs.

— Dale Rogers, ON Semiconductor Professor of Business and director of the Frontier Economies Logistics Lab and the Internet Edge Supply Chain Lab