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: 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