Auto-Loan Balances, Burden, Subprime & Prime Delinquency Rates, and Subprime Dealer America’s Car-Mart in Q3 2024 by Wolf Richter • Nov 16, 2024 • 62 Comments Subprime is always in trouble, and now, after the reckless-subprime lending era, more so. Prime is in pristine shape. Car-Mart joins our Imploded Stocks.
Our F-150 XLT & Camry LE Price Index, Going Back to 1990, Is Updated with 2025 Model-Year Prices. There Were Some Twists by Wolf Richter • Nov 11, 2024 • 132 Comments Ford cuts truck prices after grotesque increases in prior years. Toyota axes the base Camry; new base Camry is a more expensive hybrid.
Used Vehicles Getting Ready to Turn into Inflation Headwind, after Historic Plunge Had Powered Core CPI “Deceleration” by Wolf Richter • Oct 18, 2024 • 93 Comments The used-vehicle pipeline is messed up for years to come.
More Evidence this May Be the End of the Historic Plunge of Used Vehicle Prices that Had Pushed Down CPI by Wolf Richter • Oct 7, 2024 • 44 Comments Amid tight supply and strong demand.
Ugly Q3 for ICE Vehicles. Total Q3 Sales Dropped Year-over-Year. But EV Sales Jumped, even at GM & Ford by Wolf Richter • Oct 2, 2024 • 56 Comments Prices too high, automakers too slow cutting them from the pandemic spike. Stellantis sales plunged 20%, a fiasco.
Tesla’s Global Deliveries Rise, Best Q3 Ever, But Not Enough to Fix the Shattered High-Growth Story by Wolf Richter • Oct 2, 2024 • 89 Comments Cybertruck production ramping up, starting to show up in the numbers (a little). Long way to go.
Tesla Model Y Now Just a Hair from #1 Bestselling Model in the US, Toyota RAV4. Former #1 Ford F-150 is #3. Stellantis Plunges off Greed Cliff. EV Share Rises to 9.0% by Wolf Richter • Sep 20, 2024 • 161 Comments Rankings of top models & automakers by registrations in the US.
Used-Vehicle Unit Sales Jump. Those Much Lower Prices Bring Out the Buyers by Wolf Richter • Sep 16, 2024 • 28 Comments But inventories of 2- to 3-year-old vehicles are tight because of the new-vehicle shortages 2 and 3 years ago.
This May Be the End of the Massive Deflation in Used Vehicles that Pushed Down Core CPI: Wholesale Prices Surge for 2nd Month amid Strong Sales Growth & Tight Inventories by Wolf Richter • Sep 9, 2024 • 88 Comments Wholesale prices jumped across the board but spiked the most for EVs.
Auto Loans, the Burden of Auto Loans, Subprime Lending, and Delinquencies in Q2 by Wolf Richter • Aug 8, 2024 • 94 Comments Delinquency rates unchanged, more buyers paid cash to dodge interest rates, prime is pristine, subprime (14% of originations) is (always) in trouble.
