According to The Kobeissi Letter, Cox Automotive anticipates a 30% disruption in auto production due to tariffs in the first week, which traders should note could lead to tighter supply chains and elevated prices. The long-term effects might include reduced incentives and increased new and used car prices, potentially impacting consumer purchasing power and market dynamics.

According to The Kobeissi Letter, Cox Automotive forecasts a 30% production disruption in the first week due to new auto tariffs. This is expected to result in tighter supply, reduced incentives, and increased prices for both new and used vehicles. These costs are likely to be passed on to consumers, impacting the automotive trading market significantly. Source: The Kobeissi Letter.