• Inland Distribution
  • September 30 - October 2, 2024 | The Westin Chicago River North

Lee Klaskow

Bloomberg Intelligence

Senior Analyst, Logistics

Lee A. Klaskow is a senior global transportation & logistics analyst and sector head for Bloomberg Intelligence, a division of Bloomberg LP.

Lee has been analyzing the freight markets for decision makers since 2006. His current coverage spans global marine shipping, air freight and logistics sectors as well as the North American trucking and railroad industries. In addition to his industry work, Lee provides coverage on 21 freight transportation and logistics companies. He is focused on providing differentiated research through channel checks and collaborating with colleagues in adjacent industries. Lee is an articulate public speaker and frequent contributor on Bloomberg television and radio as well as other media outlets. He also speaks at industry conferences as well as company and academic events.

Prior to joining Bloomberg, he was a senior analyst at Longbow Research and Prudential Equity Group, where he covered freight transportation and logistics companies. Lee was ranked four stars by StarMine for EPS accuracy and recommendation performance prior to joining Bloomberg.

He has also worked at Prudential Equity Group as an industrial associate prior to being promoted to senior analyst. He helped originate and execute global equity transactions for both ABN Amro Rothschild and J.P. Morgan. Lee began his career at McCarthy, Crisanti & Maffei analyzing and reporting on the primary equity markets.

In addition to his role as an analyst, Lee is Bloomberg Intelligence’s team leader focused on analyst franchise building. Previously managed groups across a broad coverage universe including transports, consumer basic materials, health care and financials.

He earned his bachelor of science degree in finance and management from Ithaca College, and his master’s in business from Fordham University.

Sessions With Lee Klaskow

Tuesday, 1 October

  • 08:30am - 09:30am (CST) / 01/oct/2024 01:30 pm - 01/oct/2024 02:30 pm

    North American Freight and Economic Outlook

    The US economy avoided a much-rumored recession in 2023 and expanded more than expected as inflation subsided. The freight economy took longer to begin to recover than expected after bottoming out last year. The outlook as we draw closer to 2025 remains as uncertain as ever. External events and the presidential election cloud the overall picture. This panel will discuss:

    • The outlook for the US economy and freight demand.

    • Trends in manufacturing and retail markets and inventories.

    • The likely impact on transportation modes, capacity and pricing.

    • Detailed forecasts for trucking and for intermodal rail.