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01.06.26 - 23:36
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May Auto Demand "Stronger Than Expectations", Deutsche Says (ZeroHedge)
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May Auto Demand "Stronger Than Expectations", Deutsche Says
In a preview of May U.S. auto sales, Deutsche Bank analyst Edison Yu and his team said industry demand appears to be holding up better than expected. They estimate the seasonally adjusted annual selling rate (SAAR) reached 15.9 million units during the month, modestly above last year's pace of roughly 15.7 million. While total vehicle sales are projected to be slightly lower than a year ago, the comparison is skewed by one fewer selling day in May 2026.
After adjusting for that calendar effect, daily sales rates improved by more than 2%, suggesting underlying consumer demand remains relatively healthy.
We expect May US light vehicle SAAR to come in at 15.9m units. This compares to ~15.7m last year. Absolute sales are expected to be up MoM at ~1.453m units (vs. April at ~1.380m), but down YoY from ~1.475m in 2025. The absolute YoY change doesn't necessarily indicate a significant downgrade in consumers health but is refle...
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