Insight
Economic focus: US auto sector to weigh on manufacturing
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The US automotive sector has enjoyed strong growth in the past five years, but a plateau has been reached. Passenger vehicle demand is unlikely to increase further. Production will likely decline, dragged lower by excess inventories, as well as migration of assembly lines to Mexico by manufacturers such as Ford. This will weigh on total US manufacturing, which has been supported by the automotive sector.
Table of contents
-
US Autos: from boom to gloom?
- What does this mean for vehicle production?
- Implications for manufacturing
- Economic indicators
Tables and charts
This report includes the following images and tables:
- US passenger vehicle sales
- US auto inventory to sales ratio
- US consumer credit: vehicle loans outstanding
- USA Purchasing Managers' Indices
- Eurozone Purchasing Managers' Indices
- Japan Purchasing Managers' Indices
- China Purchasing Managers' Indices
- Industrial production
- Industrial production
- Consumer Sentiment Index (3-month moving avg.)
- Consumer Sentiment Index (3-month moving avg.)
- 10-year government bond yields (%)
- 10 more item(s)...
What's included
This report contains:
Other reports you may be interested in
Insight
Lithium’s US$2 Billion Question: How Bolivia's election could determine the fate of its vast lithium resource
Bolivia's lithium future is at the crossroads as the Oct 19 runoff between two candidates supporting lithium development approaches.
$1,050
Insight
China economic focus July 2025: is another supply-side reform on the cards?
Chinese industries have excess capacities that are advanced in technology and low in cost.
$1,150
Insight
China economic focus August 2025: navigating a slowdown with policy supports
The Chinese government seeks more balanced growth through economic policy
$1,150
