Lori Ann LaRocco's Substack

Lori Ann LaRocco's Substack

The Return of COVID-Level Costs: Why High Logistics Rates Are an Inflationary Warning Sign

LMI analysts warning of inflation hitting GDP in 3 to 4 months

Lori Ann LaRocco's avatar
Lori Ann LaRocco
May 05, 2026
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  • Logistics costs are soaring to COVID levels.

  • Logistics Managers Index warns of a “fair amount of inflation in GDP in two or three months.”

  • More companies consolidating and pulling freight forward to mitigate transportation costs.

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