The Auto Market Brief

Cox Automotive
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  • BUSINESS NEWS

The Auto Market Brief, powered by Cox Automotive, breaks down the latest trends and forecasts shaping the automotive industry. The show is hosted by Cox Automotive Executive Analyst Erin Keating, coupling years of experience translating data and trends with the data and industry insights of the largest automotive services and technology provider. Joined by other Cox Automotive experts and outside guests, you’ll get data-driven insights and industry outlooks from some of the industry’s leading voices.​

Episodes

  1. MAR 5

    Economic Policy, Productivity & Shifting Tariffs

    Policy uncertainty, inflation pressure, and productivity shifts are redefining how auto leaders compete.From GDP slowdown and Federal Reserve inflation concerns to tariffs, savings erosion, and tax refund dynamics, this episode connects the macro signals shaping automotive strategy in 2026: Macro economy, inflation, and productivity: Fresh insights from the NABE Economic Policy Conference reveal how GDP growth slowed in Q4, inflation remains above the Fed’s target, and productivity gains driven by AI, infrastructure, and lag effects are reshaping expectations for growth, labor, and monetary policy.Consumer finances and demand signals: With the savings rate falling, debt levels rising, and tax refund season arriving stronger than expected, we unpack what consumer balance sheets, seasonal delinquencies, and early wholesale pricing signals mean for demand across new and used vehicle markets.OEM strategy, fixed ops, and electrification: Automakers navigate tariff pressure, regionalized dealer support, fixed ops as a profit engine, and diverging EV strategies, from Toyota’s steady electrification push to delays and franchise challenges facing newer entrants, highlighting why execution, not demand alone, will determine winners.The Auto Market Brief delivers timely data, clear context, and practical insight to help industry leaders make smarter decisions—what’s happening now, and what’s coming next.The Auto Market Brief is powered by Cox Automotive. For more industry insights and expert perspectives, visit our Insights Hub at https://www.coxautoinc.com/insights

    28 min

  2. FEB 12

    Jobs Slow, OEM Pressure Grows in the Auto Market

    Jobs market momentum is slowing and automakers are under pressure. What does it all mean for sales, credit, and pricing decisions across the automotive market? From labor market weakness and rising debt levels to disciplined incentives and inventory strain, this episode breaks down the forces reshaping demand, profitability, and strategy as we get further into the first quarter of the year: Labor, productivity, and economic risk: Job growth revisions reveal a cooling labor market, while productivity gains and wage growth complicate the outlook for consumer demand, GDP, and recession risk. Erin and Jeremy explore what the current “low hire, low fire” environment means for automotive retailing and long-term sales momentum.Credit availability and consumer pressure: Auto loan rates, APRs, and credit availability remain relatively stable, but rising subprime share, negative equity, and growing delinquencies (especially in student loans) signal increasing pressure on consumers and lenders heading into tax refund season.Automaker performance, pricing, and inventory: OEMs navigate tariff-driven cost increases, supply chain disruptions, and disciplined incentive strategies as MSRP, invoice, and average transaction prices compress. Inventory levels, days’ supply, and production decisions are setting the stage for an intense market-share battle across key segments.The Auto Market Brief delivers timely data, clear context, and practical insight to help industry leaders make smarter decisions—what’s happening now, and what’s coming next. The Auto Market Brief is powered by Cox Automotive. For more industry insights and expert perspectives, visit our Insights Hub at https://www.coxautoinc.com/insights.

    22 min

  3. JAN 22

    2025 Auto Market Wrap-Up: Rates, Sales & What’s Ahead

    As the auto industry closes the book on 2025, interest rates ease, consumer signals stay mixed, and automakers reveal who gained ground, and who didn’t. Cox Automotive Executive Analyst Erin Keating, joined by Interim Chief Economist Jeremy Robb, unpacks sales momentum, credit trends, CES 2026 takeaways, and what it all means for navigating a more uncertain 2026. In this episode: Where interest rates, APRs, and consumer credit ended 2025, and why it matters for buyersNew-vehicle sales, pricing, incentives, and fleet trends shaping the marketJob growth, wages, and consumer sentiment signals to watchAutomakers that finished strong, from Toyota and GM to Hyundai and KiaCES 2026 highlights, including AI, software-defined vehicles, and emerging global competitionThe Auto Market Brief delivers timely data, clear context, and practical insight to help industry leaders make smarter decisions—what’s happening now, and what’s coming next. The Auto Market Brief is powered by Cox Automotive. For more industry insights and expert perspectives, visit our Insights Hub at https://www.coxautoinc.com/insights

    23 min

  4. JAN 15

    Introducing: The Auto Market Brief

    Looking for clarity in the chaos of the automotive market? You're in the right place. The Auto Market Brief is your fast, focused update on the trends, data, and decisions shaping the automotive market. From macroeconomic signals like inflation, GDP, and Federal Reserve policy to industry-specific factors like auto loan interest rates, pricing pressure, consumer credit, and sentiment; we help you connect the dots across the economy and make smarter decisions about what comes next. Each episode begins with a quick pulse check on the economy, then goes deeper, uncovering insights across inventory, retail, lending, fleet, and automaker performance. You’ll also hear timely perspectives from Cox Automotive experts and industry guests, delivering clear context, short‑term outlooks, and practical insight. Whether you’re navigating new and used vehicle dynamics, monitoring consumer behavior, or planning for shifting market conditions, The Auto Market Brief is built to keep you informed, focused, and ahead.  The Auto Market Brief is powered by Cox Automotive. For more industry insights and expert perspectives, visit our Insights Hub at https://www.coxautoinc.com/insights.

    1 min
  • 4 Episodes

About

The Auto Market Brief, powered by Cox Automotive, breaks down the latest trends and forecasts shaping the automotive industry. The show is hosted by Cox Automotive Executive Analyst Erin Keating, coupling years of experience translating data and trends with the data and industry insights of the largest automotive services and technology provider. Joined by other Cox Automotive experts and outside guests, you’ll get data-driven insights and industry outlooks from some of the industry’s leading voices.​

Information

  • Creator
    Cox Automotive
  • Years Active
    2K
  • Episodes
    4
  • Rating
    Clean
  • Copyright
    ©2026 Cox Automotive. All Rights Reserved.
  • Show Website
    The Auto Market Brief