Recurring series

Americas Transportation

Finvaulta tracks 6 editions of Americas Transportation from Goldman Sachs, published between May 10, 2026 and August 10, 2026. Each edition is summarized on its own page.

Latest edition · August 10, 2026

Americas Transportation Eye on Freight Tracking Trucker Employment(3)

This report monitors US trucking labor trends, noting that July driver additions were seasonally consistent, though total counts remain significantly below recent peaks. Continued regulatory pressure on driver requirements is expected to support improving truckload rates.

The report analyzes July trucking employment data, highlighting that the addition of 4,800 drivers is in line with seasonal norms. However, total driver counts remain 7.8% below 2022 peaks, reflecting a persistent tight labor environment. The authors point to new regulatory developments—specifically concerning CDL requirements—as a key factor suppressing capacity, which in turn is providing a tailwind for truckload spot rates. Looking ahead, if freight demand inflects in late 2026, the current capacity constraint suggests potential for continued rate appreciation.

Read the latest edition in full

Key takeaways from the latest edition

1.July trucking data showed 4,800 driver additions, aligning with typical seasonal trends.
2.Truck driver counts remain suppressed compared to 2022 peaks, down 7.8% overall.
3.Ongoing regulatory pressures and tighter CDL requirements are helping to improve truckload rates by reducing effective capacity.

What this series covers

Americas Transportation: Eye on Freight: Tracking Trucker Employment
Disclosure Appendix

Edition archive

Series at a glance

Editions tracked: 6
First edition: May 10, 2026
Latest edition: August 10, 2026

All Goldman Sachs research

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