Weak demand – and the illusion of a return to “normal”
28th February 2021 by

My new interview with Real Vision focuses on the major changes underway in the economy. Our analysis...

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Automakers face stiff headwinds in big emerging markets
19th January 2020 by

Brazil, Russia, India and China disappoint as manufacturers face investment demands of EVs © Bloomb...

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Auto markets set for major disruption as Electric Vehicle sales reach tipping point
21st September 2019 by

Major disruption is starting to occur in the world’s largest manufacturing industry.  Hundred...

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Trump policies to impact global supply chains, US stock markets
23rd January 2017 by

Wall Street’s post-election rally suggests that many investors currently have the wrong idea about...

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US auto sales head towards price war as subprime loans rise
23rd March 2016 by

The warnings keep coming about the underlying health of the US auto market.  But, as with the subpr...

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GM says owning a car in a city “is the last thing you should do”
23rd July 2015 by

Something strange is happening in the European auto market, as the above chart from the industry ass...

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Average US auto loan term hits record 68 months in May
4th June 2015 by

May was “another fantastic month for US auto sales”.  Or, it took the industry “o...

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US auto sales close to running on empty
5th May 2015 by

We’ve all had that moment of jumping into the car, and turning on the ignition, only to realis...

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Subprime loans drive US auto sales growth
8th October 2014 by

Major problems are developing in the US auto market.   The critical issue is that companies have b...

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Russian downturn causes GM, Ford U-turn; EU slows despite discounts
18th September 2014 by

August is a holiday month for Europe’s statisticians.  So we had to wait until yesterday for...

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