Market Insights and Outlook - Cox Automotive Inc.

Commentary & Voices Our team of analysts and experts share their reactions, insights and unique perspectives on the behaviors, data and industry moves that are affecting the broader automotive business.

Select a Category:

3 min read

The Fed Is Playing the Waiting Game, and Car Buyers Are Likely To Do the Same 05/07/2025 The Fed left monetary policy unchanged today at the conclusion of their third scheduled meeting of 2025. No changes have been made so far this year. This meeting did not include updated forecasts or dot plots, leaving the financial markets with little new information. The market has been more optimistic about rate cuts in 2025 than the Fed’s position. The median expectation for rate cuts communicated… Read Article

Market Insights Smoke on Cars Commentary & Voices Economy & Trends

2 min read

Cox Automotive Joins the Automotive Press Association’s Real-Time Auto Intelligence Webinar 05/02/2025 The automotive industry has been significantly influenced by new tariffs over the past month. During a 100-day rally in Michigan, President Trump highlighted the achievements of the tariff initiative and provided new policy clarifications, bringing some relief to automakers and parts suppliers. These tariffs have been a pivotal topic since the early days of the current administration, and the narrative continues to evolve. On May 1,… Read Article

tariffs Market Insights Commentary & Voices

2 min read

April Auto Sales: How Tariffs Shaped the Market 04/29/2025 As April comes to a close, the pressing question on everyone’s mind is what impact the newly implemented auto tariffs have had on the retail and wholesale auto market. Everyone in the industry has been closely watching the effects of these tariffs, and the anticipation has been significant. To get a clearer picture, we turned to the experts. We asked the leaders of our Economic and… Read Article

tariffs Market Insights Commentary & Voices

1 min read

Manheim Market Insights Series: Episode 32 04/22/2025 Welcome to the monthly Manheim Market Insights update. Jeremy Robb, senior director of Economic and Industry Insights at Cox Automotive, offers a monthly check-in on what we are seeing in the used wholesale and retail markets, all through the wide lens of the data available from Cox Automotive. This month’s video highlights the mid-month Manheim Used Vehicle Value Index (MUVVI), days’ supply, affordability and electric vehicle prices both… Read Article

Manheim Market Insights Market Insights Commentary & Voices

6 min read

Politicians Beat the Auto Industry Like a Piñata. It Deserves Better. 04/22/2025 We have all seen the celebrations where blindfolded participants swing wildly at piñatas, breaking them open, so the treats tumble to the floor. In Washington, DC, and in some states, it seems like politicians, without blindfolds, are taking turns treating the auto industry like a piñata, until their earnings hit the floor. The Inflation Reduction Act, enacted during the Biden administration, had sweeping implications for the… Read Article

Market Insights Commentary & Voices

1 min read

Q1 2025 Manheim Used Vehicle Value Index Call Replay Available 04/07/2025 A replay of the Q1 2025 Manheim Used Vehicle Value Index Call held on Monday, April 7, is available below. Cox Automotive Chief Economist Jonathan Smoke, Senior Director Jeremy Robb, and Scott Vanner, a manager on the Economic and Industry Insights team, presented the latest Manheim Used Vehicle Value Index, the major economic and industry trends that shaped the quarter and the potential impacts of tariffs. Download the Presentation For… Read Article

Manheim Used Vehicle Value Index MUVVI Market Insights Commentary & Voices

9 min read

New Auto Tariffs Are Now in Place, Driving the Industry into Uncharted Territory 04/04/2025 It’s on! As our Chief Economist Jonathan Smoke feared, the “unthinkable” has happened. New automotive-specific tariffs of 25% on all imported vehicles are now in place. Finished automobiles are no longer flowing freely across North America, and key automotive free trade agreements have been scrapped. This significant shift in the automotive landscape is already creating a ripple effect that will impact sales, inventory, pricing and manufacturing.… Read Article

tariffs Market Insights Commentary & Voices

8 min read

Auto Industry Braces for Impact: 25% Tariffs on Imported Vehicles Set to Disrupt Market 03/28/2025 The Cox Automotive Economic and Industry Insights team reported on the U.S. auto market performance during the Q1 Industry Insights and Sales Forecast Call on Wednesday, March 26. As the call was taking place, everyone was keenly aware that the auto industry was one week from the “unthinkable,” as Chief Economist Jonathan Smoke called it: 25% tariffs on some imported automobiles. Just hours later, President Trump… Read Article

tariffs Market Insights Commentary & Voices

4 min read

The Car Buying Journey: We’ve Come So Far, But There’s More Ahead 03/26/2025 Earlier this year, we unveiled the 15th edition of the Cox Automotive Car Buyer Journey Study. For 15 years, we’ve been tracking the twists and turns in the car buying journey focusing on new- and used- vehicle buyers. From the get-go, we've invested in this annual study not just to guide our strategy here at Cox Automotive, but also to serve you – our awesome industry… Read Article

Car Buyer Journey Market Insights Commentary & Voices

1 min read

Replay Available: Q1 2025 Cox Automotive Industry Insights and Sales Forecast Call 03/26/2025 A replay of the Cox Automotive Industry Insights and Forecast 2025 Call held on Wednesday, March 26, is available below. Cox Automotive Chief Economist Jonathan Smoke and the Industry Insights team provided an update on the U.S. automotive market for the first quarter, covering the new, used and electrified markets with insights and data from Cox Automotive.The team also reviewed the Cox Automotive Q1 and March U.S. auto sales forecasts, updated Cox Automotive’s… Read Article

sales forecast U.S. auto sales Market Insights Commentary & Voices

Tariffs: Our Insights

@CoxAutomotive

For more info or news from other Cox Automotive brands, visit the following sites:

Tariffs: Our Insights

Sign up here to receive bi-weekly updates on news and trends dominating the automotive industry.

@CoxAutomotive

For more info or news from other Cox Automotive brands, visit the following sites: