Tag: economy
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BREAKING ANALYSIS: U.S. Auto Sales Defy Tight Inventory, Remain Strong at 16.1 Million Pace in August
The U.S. auto market for August showcases remarkable resilience with a 16.1 million SAAR, driven by soaring consumer demand despite dwindling inventory. Hybrids are dominating the scene, epitomizing the growth narrative of 2025. Yet, as sales rise, automakers grapple with soaring production costs, balancing profits amidst strong demand.
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The Great Squeeze: Why Strong Demand and Exploding Costs Have the Auto Industry Trapped
The U.S. auto industry is ensnared in The Great Squeeze—strong consumer demand clashing with skyrocketing production costs. Automakers face profit margins under siege, compelling them to abandon affordable vehicles for high-margin models. As consumer budgets tighten, stability crumbles, heralding a ruthless transformation where cars become mere subscriptions and deals vanish.
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New Car Supply Plummets, Risking a “Manufactured” Supply Crunch
The U.S. auto market is on the brink of disaster as new vehicle supplies plunge, echoing past crises. With demand soaring and used car prices skyrocketing, affordable options are vanishing fast. Buckle up—the race for cars has become a desperate FOMO nightmare where scarcity drives prices through the roof. Will you get left behind?
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BREAKING ANALYSIS: Core Producer Prices EXPLODE – The Margin Crisis Intensifies
Just hours after we published our deep dive into the future of car buying and the complexities of the direct-to-consumer model, a major economic data release has dropped that throws the industry’s underlying challenges into stark relief: the Producer Price Index (PPI) for July has just been released, and the numbers are nothing short of…
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BREAKING ANALYSIS: Auto Inflation Roars Back as Used Car and Insurance Prices Spike in July
This morning, the U.S. Bureau of Labor Statistics released the highly anticipated Consumer Price Index (CPI) report for July, showing headline inflation rose by 0.3% for the month and 2.7% over the last year. That’s the big-picture number you’ll see in the headlines, and it’s where the national political debate will live. But for our…
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BREAKING ANALYSIS: July’s High Auto Sales Mask a Margin Crisis as Inventory Swells
IMMEDIATE ANALYSIS – The auto industry is reporting a strong 16.4 million seasonally adjusted annual rate (SAAR) for July, a headline that, in isolation, suggests a booming market. However, this top-line number is dangerously misleading. It conceals a deepening crisis for automakers: profits are collapsing under the weight of tariffs while unsold inventory is simultaneously…
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The Tariff Toll: Who’s Paying the Price for Auto Trade Wars in 2025?
As the books close on the first half of 2025, the U.S. auto industry is sending a clear and costly message: tariffs are taking a substantial bite out of the bottom line. While dealership lots remain busy, a look at the quarterly financial reports from the top-selling auto brands reveals a story of eroding profits…
