August US Auto Demand: 16.7m Unit SAAR Not Surprising...but Shouldn't Buyers Be Front Loading Now?
August SAAR came in at 16.7m units, down by 0.3% sequentially but up by 0.9% YoY. There are several factors that make apples to apples comparison...
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Economists' Dirty Little Secret: Protectionism Works!
The 1930s provide a cautionary tale -- with rampant protectionism causing global trade to shrink, exacerbating the Great Depression and leading...
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Double-Whammy Likely Ensured Trump Will Be a One-Term President; but NAFTA and Syria Deals Advance
Last Tuesday (21st August 2018), Donald Trump's presidency suffered two body blows in quick succession, as his former lawyer pleaded guilty to 8...
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Toyota: 3 Ways to Forecast JPY2,750bn OP Despite US Margins (Temporarily) Trailing Peers
Toyota Motor (7203 JP) consensus OP estimates are up 16% since May after the company generated strong results in both 4QFY18 and 1QFY19, yet the...
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July U.S. Auto Demand: Weak SAAR Suggests 4th of July Benefits Were Taken in June
July SAAR of 16.77m units came within range of the 16.7m average SAAR we are expecting in 3Q18 (see Global Auto Demand Tracker: U.S. SAAR Looks Set...
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