Jonathan Smoke, Chief Economist for Cox Automotive, and Michael Brisson, Director at Moody's Analytics, dive into the automotive landscape. They discuss the impact of tariffs on production and pricing, dissecting their differing views on auto credit's future. The pair highlight trends in vehicle sales, driven by consumer fears and economic pressures like rising auto loan delinquencies. Additionally, they examine how wage growth interacts with consumer behavior in a volatile market, offering key insights into the industry's outlook.
