Signal Brief

[SIGNAL BRIEF] Used Market: Black Book: March 2026 retention index 147.7, up 1.9% (2.7 pts) MoM

Apr 5, 2026 1 min read min

Signal Brief

[SIGNAL BRIEF] OEM Supply and Sales: Q1 2026 US sales ~3.7M, down ~6% YoY; Ford lost ~50K trucks after aluminum hit,

Apr 4, 2026 1 min read min

Signal Brief

[SIGNAL BRIEF] Used EV and Leasing: EV lease wave: ~50% of 2023 EVs leased; Dec 2025 EV days supply 107; Q4 EV lesse

Apr 4, 2026 1 min read min

Signal Brief

[SIGNAL BRIEF] Tariffs and Pricing: Tariff data: new-car MSRPs up 10.4%, $30B cost; import +$5K to $8.9K; $2,795 des

Apr 4, 2026 1 min read min

J.D. Power March 2026: SAAR Holds at 16.0M, But the Negative Equity Bomb Is Ticking

Apr 3, 2026 3 min read min

The Confidence Number That's Lying to You: What JOLTS and a 52-Point Divergence Tell Smart Dealers About Q2

Apr 1, 2026 7 min read min

The Three Forces Reshaping Commerce in 2026

Jan 12, 2026 3 min read min

An AI Breakthrough Is Underway and It Has Nothing to Do With Models

Jan 3, 2026 3 min read min

2026 Predictions. Markets. Consumers. Auto Retail. Risk.

Dec 31, 2025 4 min read min

The Real Story Behind “Record” Holiday Spending: Inflation, Population, Confidence - and Now BNPL

Dec 3, 2025 2 min read min

What the Latest Visa/Mastercard Settlement Means for Dealerships

Nov 11, 2025 3 min read min

The Confidence Recession: Why Gen Z Just Ghosted Chipotle

Nov 10, 2025 4 min read min