Major disruption is starting to occur in the world’s largest manufacturing industry. Hundred...
ReadSerious questions need to be asked about the likely level of future demand growth for oil and auto s...
ReadThe warnings keep coming about the underlying health of the US auto market. But, as with the subpr...
ReadSomething strange is happening in the European auto market, as the above chart from the industry ass...
ReadMay was “another fantastic month for US auto sales”. Or, it took the industry “o...
ReadMajor problems are developing in the US auto market. The critical issue is that companies have b...
ReadAugust is a holiday month for Europe’s statisticians. So we had to wait until yesterday for...
ReadLow growth and low-cost have become the dominant features of Europe’s auto market. Europe̵...
ReadThe key to forecasting China’s auto demand since 2008 has been the level of bank lending, as t...
ReadThe blog is awarding itself a pat on the back this morning, as its forecast last month for the US au...
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