Eurodollar University This Chart Explains Why America Is Breaking
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Jan 8, 2026 New car sales for households earning $75k or less have plummeted by 30% since 2019. Incomes haven't kept pace with soaring prices, pointing to a deeper affordability crisis. Even those earning between $75k and $150k are purchasing 7% fewer cars. The podcast explores how higher car prices disguise a shrinking auto industry and highlights significant job losses, contributing to a net negative turnover in hiring. Policymakers are urged to cut interest rates, as a persistently shrunken economy drives these challenges.
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Auto Demand Collapsed For Middle And Lower Incomes
- New car sales plunged most for households earning $75k or less, down about 30% since 2019.
- Higher-income households saw deliveries rise 45%, revealing a deep split in demand.
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Prices Rose But The Economy Never Re-Expanded
- The pandemic created a supply shock that raised prices while output and jobs never fully recovered.
- That price step left incomes and employment permanently lagging, producing a 'shrunken' economy.