Carmageddon for Ford in the US, China, and Europe by Wolf Richter • Feb 22, 2019 • 102 Comments The New Emissions & Fuel-Economy Cheating Scandal is just a Dimple.
THE WOLF STREET REPORT by Wolf Richter • Feb 17, 2019 • 57 Comments What’s Causing the Subprime Auto Loan Fiasco?
Just How Huge Are Mexico’s Auto Exports to the US? How Fast Have they Grown? by Don Quijones • Feb 15, 2019 • 24 Comments GM’s Mexico vehicles now are 23% of its US sales. And the Japanese have massively discovered Mexico’s cheap labor.
Reverse Sticker Shock? No Inflation for New Vehicles for 22 Years, Says Consumer Price Index, as Taurus Prices Soared 55% by Wolf Richter • Feb 13, 2019 • 110 Comments But then there’s the “average transaction price.”
Subprime Arrives: Auto-Loan Delinquencies Spike to Great Recession Levels by Wolf Richter • Feb 12, 2019 • 99 Comments “A development that is surprising during a strong economy and labor market”: New York Fed
THE WOLF STREET REPORT by Wolf Richter • Feb 10, 2019 • 82 Comments The New Battle-to-the-Death in the Auto Industry.
Carmageddon for Tesla Model 3: US Deliveries Plunge 55% to 60% from Q4, Laid-off Delivery Employees tell Reuters by Wolf Richter • Feb 9, 2019 • 121 Comments Pent-up demand for high-priced luxury cars in the era of Carmageddon is a tricky thing, especially when tax credits phase out.
Phenomenal Trucking Boom Ends, Trucking Bust Starts by Wolf Richter • Feb 6, 2019 • 56 Comments So that U-turn was fast, even for the legendarily cyclical trucking business.
New Trucks are Hot, Prices Surge. But Cars Face Carmageddon. And Total Sales Fall by Wolf Richter • Feb 5, 2019 • 91 Comments Americans love paying big profit margins for big equipment, and automakers love them for it, but total sales are declining, and something doesn’t add up.
THE WOLF STREET REPORT by Wolf Richter • Jan 20, 2019 • 46 Comments And This Isn’t Even a Global Recession Yet.