[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
[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
J.D. Power March 2026: SAAR Holds at 16.0M, But the Negative Equity Bomb Is Ticking
[DEEP DIVE] New-Vehicle Sales / Affordability March's headline numbers look clean. J.D. Power and GlobalData pegged total SAAR at 16.0M units, retail volume hit the highest monthly total of 2026, and the full-year forecast didn't budge. But underneath that surface, a structural affordability problem is