Key Highlights With the Federal government shutdown into its sixth week, new labor market data wasn’t available last week. However, we did receive initial data on consumer sentiment in November as well as preliminary data on October new- and used-vehicle sales. New-Vehicle Sales Slowed in October With Lower Incentives Official new-vehicle sales numbers are reported by … Continued
Key Highlights The Federal government shutdown is now into week five, and routine reports and data have not been released, including updates on GDP, jobless claims, or personal income and spending. However, we did receive data on pending home sales and consumer confidence. Pending Home Sales: Unchanged In September Pending home sales were unchanged in … Continued
Cox Automotive’s Auto Market Report video delivers a comprehensive analysis of the current automotive market. Chief Economist Jonathan Smoke leads our effort to translate data and trends into actionable insights. This video covers a wide range of topics, including consumer spending patterns, consumer sentiment, retail vehicle sales, financing rates, supply dynamics, pricing trends and leading … Continued
Key Highlights Inflation: Decelerating in September Existing Home Sales: Best Month Since February Consumer Sentiment: Down Again in October Bottom Line Inflation cooled in September, with both headline and core CPI showing slower growth than expected. This deceleration is a welcome sign, especially as we continue to monitor the evolving impact of tariffs. Categories like … Continued
Key Highlights Federal Government Shutdown: Data Delays, But No Major Trend Changes The Federal government shutdown is entering its third week, delaying updates on crucial economic indicators such as the consumer price index, new construction permits and starts, retail sales, and jobless claims. However, alternative data sources indicate that economic trends have remained stable through … Continued
Used-vehicle inventory levels rose again at the start of October, reaching a new high for 2025, according to the Cox Automotive analysis of vAuto Live Market View data. 2.26M Total Inventoryas of Oct. 6, 2025 48 Days’ Supply $25,825 Average Listing Price Nationwide, dealers – both franchised and independent – had a total supply of 2.26 million … Continued
According to an analysis of Cox Automotive’s vAuto Live Market View data estimates, retail used-vehicle sales in September1 decreased month over month compared to August. A total of 1.42 million used vehicles were sold at retail – from both franchised and independent dealers – during September, down 5.2% month over month and up 6.6% year over year. Days’ … Continued
September marked a third consecutive strong month for the electric vehicle (EV) market, helping push Q3 sales to a record high. As buyers rushed to take advantage of the final days of the federal EV tax credit, demand remained elevated, inventory tightened sharply, and incentives continued to shape sales across both new and used segments. … Continued
Cox Automotive’s Auto Market Report video delivers a comprehensive analysis of the current automotive market. Chief Economist Jonathan Smoke leads our effort to translate data and trends into actionable insights. This video covers a wide range of topics, including consumer spending patterns, consumer sentiment, retail vehicle sales, financing rates, supply dynamics, pricing trends and leading … Continued
Key Highlights We are now more than a week into the government shutdown, but last week we had plenty of non-government data to give us a read on the auto market with initial details on new-vehicle prices in September, used-vehicle sales and prices in September, consumer credit in August, and auto credit access and auto … Continued
