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Automotive sector rebound bolsters manufacturing output.

• Retail sales see solid increase in November.
• Falling fuel prices help keep consumer inflation cool.
• Van spot rates ease in line with seasonal expectations.
• Rail carload and intermodal begin their seasonal slide in volume.

U.S. adds 199,000 payroll jobs in November.

• The unemployment rate falls to 3.7%; labor participation improves slightly.
• Job openings in October were lowest since March 2021.
• Dry van spot rates rise strongly for the second straight week.
• Rail and intermodal volumes post strong gains following Thanksgiving.
  

Retail inventories aside from automotive are extraordinarily lean.

• Factory orders for durable goods hold steady aside from transportation equipment.
• Trucking company failures in November were in line with October.
• Dry van spot rates finally show some measure of seasonal strength.
• Rail carload and intermodal volumes were down as expected during the holiday week.