Industry report containing a summary of key economic and freight transportation indicators.

1. Quarterly Summary of
Key Economic and
Freight Transportation
Indicators
Last updated 7.27.11
© 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved.

2. Quarterly Summary of Key Economic and Freight Transportation Indicators
July 2011
Introduction
The following report is a compilation of economic and freight transportation indicators.
Our intent is to offer an easy reference tool for the purpose of collaborative conversation
on trends in the economy and freight transportation. The report will review figures in the
following categories:
1. The General Economy
2. Trucking
3. Air
4. U.S. Rail Transportation
5. Global Forwarding
The information and positions set forth in this Quarterly Summary Report are gathered
from independent third parties and are, to C.H. Robinson’s knowledge, based on accurate
transportation industry and economic market indicator information. Readers of this
Quarterly Summary Report should understand that many factors can and may quickly and
significantly influence and change such transportation industry and/or economic market
indicator information. These factors can not be accurately identified and/or forecasted
within this Quarterly Summary Report. Quarterly Summary Report readers should consider
other sources of information when making decisions regarding the economic and freight
transportation indicators.
© 2011 C.H. Robinson Worldwide, Inc. All Rights Reserved. | 2

3. Quarterly Summary of Key Economic and Freight Transportation Indicators
July 2011
General Economic Indicators
FIGURE 1
GROSS DOMESTIC
PRODUCT
Percent change from
preceding period in real
gross domestic product
seasonally adjusted at
annual rates
Next release date
July 29, 2011
Source: Bureau of Economic Analysis
June 24, 2011
FIGURE 2
U.S. GDP GROWTH:
Q1 2004 – Q4 2011
Source: Rail Time Indicators Report
July 11, 2011
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4. Quarterly Summary of Key Economic and Freight Transportation Indicators
July 2011
General Economic Indicators Continued
FIGURE 3
CONSUMER PRICE INDEX
Two years
Not seasonally adjusted
Next release date
August 18, 2011
Source: U.S. Bureau of Labor Statistics
July 15, 2011
Blue: 2008 All Items Dk Purple: 2008 All Items Without Food and Energy
Pink: 2009 All Items Maroon: 2009 All Items Without Food and Energy
Yellow: 2010 All Items Teal: 2010 All Items Without Food and Energy
Lt Blue: 2011 All Items Lt Purple: 2011 All Items Without Food and Energy
Percent Change in Retail and Food
Services Sales
FIGURE 4
RETAIL SALES
Estimates adjusted for U.S. Retail Inventory to Sales Ratio
seasonal variation and
holiday and trading-day
differences, but not for
price changes
Next release date
August 12, 2011
Source: U.S. Census Bureau
July 14, 2011
Journal of Commerce
June 20, 2011
Journal of Commerce June 20, 2011
U.S. Census Bureau July 14, 2011
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5. Quarterly Summary of Key Economic and Freight Transportation Indicators
July 2011
General Economic Indicators Continued
FIGURE 5
ECONOMIC ACTIVITY FOR
THE MANUFACTURING
SECTOR
Key manufacturing
indexes providing
indication of trends
and length of trends
Next release date
August 1, 2011
Source: Institute for
Supply ManagementTM
July 1, 2011
*Number of months moving in current direction
FIGURE 6
JOC-ECONOMIC CYCLE
RESEARCH INSTITUTE
INDUSTRIAL PRICE
INDEX
12 month index of a
broad assortment of
raw materials used in
industrial production
Considered a leading
indicator of inflation rates
Source: Journal of Commerce
July 8, 2011
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6. Quarterly Summary of Key Economic and Freight Transportation Indicators
July 2011
General Economic Indicators Continued
FIGURE 7
U.S. DIESEL PRICES
Source: US Energy Information
Administration July 14, 2011
Journal of Commerce
July 11, 2011
US Energy Information Administration July 14, 2011
Journal of Commerce July 11, 2011
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7. Quarterly Summary of Key Economic and Freight Transportation Indicators
July 2011
Trucking Indicators
FIGURE 8
TRANSPORTATION
SERVICES INDEX
The Freight TSI measures
the month-to-month
changes in freight
shipments in ton-miles,
which are then combined
into one index.
Next release date
August 10, 2011
Source: Bureau of
Transportation Statistics
May 2011
FIGURE 9
SPOT MARKET
FREIGHT INDEX
Data represents change
week over week,
month over month,
and year over year.
Source: TransCore Trendlines
July 14, 2011
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8. Quarterly Summary of Key Economic and Freight Transportation Indicators
July 2011
Trucking Indicators Continued
FIGURE 10
CASS FREIGHT INDEX
Expenditures
Index of freight spend Shipments
and shipments
Source: Cass Information Systems, Inc.
July 1, 2011
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9. Quarterly Summary of Key Economic and Freight Transportation Indicators
July 2011
Trucking Indicators Continued
FIGURE 11
STEPHENS TRUCKLOAD
AND LTL INDEXES
TKLD Indexes based on
comparison of publicly
available information
from a small set of
large truckload carriers.
Numbers shown in the
top chart are an index and
are not rate per mile.
Produced quarterly
Source: Stephens Inc. Q1 2011
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10. Quarterly Summary of Key Economic and Freight Transportation Indicators
July 2011
Trucking Indicators Continued
FIGURE 12
TRUCK DRIVER
PAY INDEX
Index of truck driver pay
trend and comparison
Produced quarterly
Source: Morgan Stanley Research
FIGURE 13
NEW TRUCK
ORDER ACTIVITY
Source: Freight Transportation
Research Associates
July 2011
FIGURE 14
TRUCKING
BANKRUPTCIES
Source: Freight Transportation
Research Associates
July 2011
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11. Quarterly Summary of Key Economic and Freight Transportation Indicators
July 2011
Trucking Indicators Continued
FIGURE 15
ACTIVE TRUCK
UTILIZATION
Source: Freight Transportation
Research Associates
July 2011
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12. Quarterly Summary of Key Economic and Freight Transportation Indicators
July 2011
Air Indicator
FIGURE 16
INTERNATIONAL
AIR FREIGHT
Source: Journal of Commerce
May 2011
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13. Quarterly Summary of Key Economic and Freight Transportation Indicators
July 2011
U.S. Rail Transportation Indicators
FIGURE 17
U.S. RAIL CARGO
Weekly year over year
percent change and week
to week percent change
Three charts—Trailer
(TOFC), Carload (Box Car),
Container (COFC)
Source: Journal of Commerce
July 2, 2011
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14. Quarterly Summary of Key Economic and Freight Transportation Indicators
July 2011
Global Forwarding Indicators
FIGURE 18
U.S. FOREIGN TRADE
U.S. Census Summary of
export and import trade in
millions of dollars
Source: Journal of Commerce
June 13, 2011
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15. Quarterly Summary of Key Economic and Freight Transportation Indicators
July 2011
Source Summary
Release
Figure Chart Source
Frequency
FIGURE 1 GROSS DOMESTIC PRODUCT BEA Website Monthly
FIGURE 2 U.S. GDP GROWTH: Q1 2004 – Q4 2011 Rail Time Indicators Report Monthly
FIGURE 3 CONSUMER PRICE INDEX BLS Website Monthly
FIGURE 4 RETAIL SALES US Census Bureau Website Monthly
June 20, 2011
FIGURE 5 ECONOMIC ACTIVITY FOR THE MANUFACTURING SECTOR ISM Website Monthly
FIGURE 6 JOC-ECRI INDUSTRIAL PRICE INDEX JOC 7/8/2011 Weekly
FIGURE 7 U.S. DIESEL PRICES US Energy Information Weekly
Administration 7/14/2011
JOC 7/11/2011
FIGURE 8 TRANSPORTATION SERVICES INDEX BTS Website Monthly
FIGURE 9 SPOT MARKET FREIGHT INDEX www.transcoretrendlines.com Weekly
FIGURE 10 CASS FREIGHT INDEX Cass Website Monthly
FIGURE 11 STEPHENS LOADED TRUCKLOAD RATE/M*ILE INDEX Stephens, Inc., Q1 2011 May 2011 Quarterly
FIGURE 12 TRUCK DRIVER PAY INDEX Morgan Stanley Research Monthly
FIGURE 13 NEW TRUCK ORDER ACTIVITY FTR Associates Monthly
FIGURE 14 TRUCKING BANKRUPTCIES FTR Associates Monthly
FIGURE 15 ACTIVE TRUCK UTILIZATION FTR Associates Monthly
FIGURE 16 INTERNATIONAL AIR JOC May 2011 Weekly
FIGURE 17 U.S. RAIL CARGO JOC 7/2/2011 Weekly
FIGURE 18 U.S. FOREIGN TRADE JOC 7/13/2011 Monthly
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