February U.S. Auto Demand: Lower Incentives for Lower SAAR?
February SAAR sequentially weakened to 16.6m units from 16.7m units in January 2019, and declined on YoY basis from 17.0m units in February 2018. ...
288 Views
Tesla (TSLA): The Cost of Innovation Seems to Be Catching Up
Tesla's innovation, as we have been opining in our insights on Smartkarma, rests more on its direct distribution model than on technological...
486 Views
US Auto Demand in January: 16.7m SAAR - Blame It on the Weather...And the Government Shutdown
January Light Vehicle SAAR came in at 16.7m units, down 4.8% sequentially and down 2.8% YoY. Much of the weakness have been anecdotally attributed...
268 Views
China Autos: A Few Thoughts on 2018 Industry Demand and Initial Expectations for 2019
China's 2018 auto demand came to 27.8m units according to CAAM's published statistics, bringing the YoY decline to 3.9%. The results were...
522 Views
US Autos: Looking Back on 2018 and Musing on 2019
FY2018 light vehicle demand in the U.S. came in at 17.3m units, vs. what we had been forecasting since 1H18 to be mid-high 16m unit SAAR...
572 Views