Monday Signal Brief — June 23, 2026

The Fed isn't cutting. Credit stress is moving earlier. CarMax's finance arm just became the largest Tier 2 lender. Recalls, inventory, and one jobs number worth a callback. All of it in plain language.

Monday Morning Signal Brief — June 16, 2026

Used EV prices are moving. Everyone is blaming gas. The data says something else. Plus May SAAR, our Q3 model projection, and 1M Jeeps with a park-outside warning.

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: Recall: Nissan recalls 51 2026 LEAFs: battery defect, park outside, do not charge

[SIGNAL BRIEF] Fixed Ops: Recall

[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] 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

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

Tariff data: new-car MSRPs up 10.4%, $30B cost; import +$5K to $8.9K; $2,795 dest fee