Drew Wilkerson on interest rates
From Global Stocks Decline Ahead of Nvidia Earnings | The Close 11/18/2025 · · Bloomberg Television
“The potential for a December rate cut might be underestimated, especially if economic data and inflation trends point toward easing monetary policy sooner than expected.”
On , Drew Wilkerson, Chief Executive Officer & Director at RXO INC, spoke about interest rates during Global Stocks Decline Ahead of Nvidia Earnings | The Close 11/18/2025 on Bloomberg Television.
About Drew Wilkerson
Drew Wilkerson, chairman and CEO of RXO, has been addressing the state of the freight market and the role of artificial intelligence in the logistics industry. In February 2026, he stated that the business is about "scale, relationships, and service," and argued that AI is a tool, not a threat to the traditional brokerage model. He noted that RXO's top customers have been with the company for over 16 years on average. Wilkerson described the current freight market as "soft," with demand still below 2019 levels, but pointed to a "structural change" in capacity due to the exit of non-domicile drivers and English language proficiency requirements, which he called the largest structural change he has seen in 20 years. He also cited optimism from the ISM report and home building trends, noting that each new home built generates eight truckload shipments. Wilkerson has emphasized RXO's growth in less-than-truckload (LTL) volumes, which increased 45% year-over-year, and its last-mile delivery business, which grew 17%. He attributed this growth to existing customers adopting the RXO Connect technology platform. Regarding tariffs, Wilkerson said customers are "searching for clarity" and are in the early stages of formulating plans. He also highlighted the company's acquisition of Coyote Logistics, which he described as a strategic move to position RXO for a market upturn. Wilkerson has stated that the company focuses on organic growth and that its technology platform, which uses AI and machine learning, helps improve employee productivity and customer service.