10 Friday AM Reads
The Big Picture [Unofficial]
May 29, 2026
My end-of-week morning reads: • One Million New-Car Buyers Are Gone and They’re Not Coming Back Soon: WSJ on the demand hole left by affordability — a million households permanently priced out of the new-car market. The structural part of the auto cycle that doesn’t show up in monthly SAAR. High gas prices, rising interest rates…
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