Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
GM confirmed a sales decline for the quarter and Tesla's delivery report, due Friday, is widely expected to show a drop too.
GM's US sales fell in the third quarter and Tesla's upcoming delivery report is expected to show a similar decline.
White House holds off on punitive duties on select Canadian goods, citing an imminent agreement — a de-escalation that removes a near-term overhang for North American supply chains but leaves the tariff mechanism intact as leverage.
President Trump has paused the planned 50% tariffs on certain Canadian goods, saying a trade deal is close. The reprieve eases a key cross-border risk premium, though the administration retains the option to reimpose duties, keeping industrial, auto and materials supply chains on alert.
Unresolved sticking points leave North American supply chains facing a punitive tariff cliff, with materials, autos and energy inputs most exposed
Negotiators from the United States and Canada remain apart on key issues as a 50% tariff deadline approaches, injecting fresh cross-border trade risk into an integrated manufacturing base that has already absorbed multiple rounds of policy volatility.
Americans borrowed a record $211 billion for vehicle purchases last quarter, with average terms stretching toward six years — a warning signal for subprime lenders and household balance sheets.
Record quarterly auto origination volumes and a $785 average monthly payment underscore how affordability strain and elongated loan terms are reshaping the US consumer credit cycle.
Regional divergence deepens across the electrification cycle even as Ford commits to repatriating Lincoln production from China by 2030, underscoring the tariff-driven redrawing of automotive supply chains.
July global electric vehicle registrations rose, but the composition was lopsided: European strength compensated for softness in China and North America. Separately, Ford plans to move Lincoln manufacturing to the United States from China by the end of the decade.