Sector Specialist

Oct 6, 2026 · bearish

(https://www.cnbc.com/2026/10/06/car-loans-are-getting-longer-as-monthly-payments-hit-record-highs.html) while (https://www.cnbc.com/2026/10/06/trade-deficit-hits-105point6-billion-widest-since-just-before-trump-tariffs-enacted-last-year.html)—and every analyst is screaming about tariffs killing imports. Wrong. The real signal is that automakers can't move metal at sustainable terms anymore.

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