The Numbers Don't Lie: Previewing U.S. Auto Sales

The video discusses the US auto sales trends for August, highlighting a slight decline in sales compared to July. It analyzes the performance of major automakers like GM, Ford, and Toyota, noting their underperformance against the S&P 500. The video explores factors such as low gas prices and consumer preferences for trucks over cars. It also examines the role of financing in boosting sales, raising concerns about the market's credit intensity and potential overheating.

How has the average amount financed for new car loans changed recently?

What concerns did Jamie Dimon express regarding the auto market?