autoanalyst

Global Macro and Industrials Economist
Investor + Entrepreneur
Go Dawgs. Views/Opinions mine.

[autoanalyst @autosanalyst]

New note from @ChicagoFed looking at the link between consumer sentiment and consumer spending.

"However, in recent years the link between these measures and spending growth has weakened."

https://t.co/bb5XlskFpp

[autoanalyst @autosanalyst]

@dunne_insights Unironically, the Toyota Sienna Hybrid

[autoanalyst @autosanalyst]

Great data below from PNC. Similar to what BofA is seeing on deposit trends

"A rise in deposits should support younger and lower-income consumers most, helping narrow the “K” shape further"

[Brian LeBlanc @BrianLe_Blanc]

Usually a lurker on here but dipping my toes briefly into the "k-shaped economy" discourse.

At PNC we track the debit & credit spending trends of a fixed cohort of ~4 million households.

Long story short: lower-income spending/balance sheet trends have been on a tear in 2026

[autoanalyst @autosanalyst]

The hydration breaks during the WC are just ways for networks to incorporate TV timeouts/commercial breaks during the match, right?

[autoanalyst @autosanalyst]

82-0

[autoanalyst @autosanalyst]

@DadInvest One of the 🐐speeches

[autoanalyst @autosanalyst]

Over the last 15 years as an economist looking at global macro, industrials, automotive, and transportation sectors, never once did I consider the Knicks winning a Finals game as a remote possibility.

Not trading/investment advice.

[autoanalyst @autosanalyst]

@FreightAlley For the conversation - more sent via LinkedIn

https://t.co/BdMdLEFaog

[autoanalyst @autosanalyst]

@MichaelKantro I'd love to get a copy of this, please

[autoanalyst @autosanalyst]

@VincePagano Amazing, congratulations!!

[autoanalyst @autosanalyst]

BofA: In March 2026, the median lower-income household spent 4.2% of their income on gasoline, up from 3.9% a year earlier and above 2019 levels, according to Bank of America internal customer deposit data. However, these shares are well below the levels they reached in 2022

[autoanalyst @autosanalyst]

Per Manheim: Wholesale used-vehicle prices were higher YoY in March; the Manheim Used Vehicle Value Index increased 6.2% YoY.

Values increased 1.4% over the month of March, a jump well above long-term norms, and are higher by 2.3% compared to the start of the year.

[RenMac: Renaissance Macro Research @RenMacLLC]

Used car and truck prices declined 0.4% in March, the 4th consecutive monthly drop. However, it is unlikely that this source of disinflation persists. Wholesale auction prices have been climbing in recent months. That will bleed into consumer prices in Q2.

[autoanalyst @autosanalyst]

Masters Fantasy roster set

[autoanalyst @autosanalyst]

@VegaVandal And in a way, go dawgs

[autoanalyst @autosanalyst]

@AKWilk Looks like fabrication seems to be a consistent issue https://t.co/VP7MqrwPuA

[autoanalyst @autosanalyst]

Going to need an AI to QC LLM outputs at this point

[autoanalyst @autosanalyst]

Going to need an AI to QC LLM outputs at this point

[autoanalyst @autosanalyst]

@FoolAllTheTime Congratulations!!

[autoanalyst @autosanalyst]

@JamiePastore9 Congrats!!!

[autoanalyst @autosanalyst]

Been a while since I last looked at this

[autoanalyst @autosanalyst]

Never a bad time to revisit Sergio's Confessions of a Capital Junkie (over five years old now). Any other good examples of CEO-led capital focused presentations? https://t.co/cWIixUoL1S

[autoanalyst @autosanalyst]

Volkswagen AG is exploring the sale of as much as 1 billion euros ($1.1 billion) of stock in Traton SE - taking advantage of the truck maker’s surging price to increase the number of shares available for trading

https://t.co/FONalZiOhN