Signal Intel · May 26, 2026

NHTSA flags DTN60DB aftermarket driver air bag inflators: 12 ruptures, 10 deaths

[SIGNAL BRIEF] Fixed Ops: Recall

[SIGNAL BRIEF] Fixed Ops: NHTSA flags DTN aftermarket driver air bag inflators: 12 ruptures, 10 deaths

[SIGNAL BRIEF] Fixed Ops

[SIGNAL BRIEF] Fixed Ops: Recall: Nissan recalls 51 2026 LEAFs: battery defect, park outside, do not charge

[SIGNAL BRIEF] Fixed Ops: Recall

[SIGNAL BRIEF] Fixed Ops: Mercedes recalls 3,734 electric G 580s over wheel bolts; owner letters May 22

Mercedes recalls 3,734 electric G 580s over wheel bolts; owner letters May 22

[SIGNAL BRIEF] Used Market: Black Book: Used Vehicle Retention Index up 1.9% in March to 147.7

Black Book: Used Vehicle Retention Index up 1.9% in March to 147.7

[SIGNAL BRIEF] OEM and Tariff: Reuters: Section 232 metals tariffs keep 50% base, but derivatives move to 0% to

Reuters: Section 232 metals tariffs keep 50% base, but derivatives move to 0% to 25% bands

[SIGNAL BRIEF] Fixed Ops: NHTSA 26V198: Mercedes recalls 3,734 MY2025 G580 EVs for wheel bolts (dealer not

NHTSA 26V198: Mercedes recalls 3,734 MY2025 G580 EVs for wheel bolts (dealer notice Apr 3)

[SIGNAL BRIEF] Consumer Credit: Bankrate: average 60-month new-car loan rate 7.00% (Apr 1, 2026 update)

Bankrate: average 60-month new-car loan rate 7.00% (Apr 1, 2026 update)

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

Black Book: March 2026 retention index 147.7, up 1.9% (2.7 pts) MoM

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

Q1 2026 US sales ~3.7M, down ~6% YoY; Ford lost ~50K trucks after aluminum hit, adding ~1,000 workers

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

EV lease wave: ~50% of 2023 EVs leased; Dec 2025 EV days supply 107; Q4 EV lessees 41.3% went gas