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New car sales get surprising boost, for now, as consumers fear tariffs and higher prices

1. Cox Automotive raises 2025 U.S. vehicle sales forecast to 16.1 million. 2. Current new car sales expected to rise 4.6% year-over-year. 3. Sales driven by consumers fearing higher prices and tariff uncertainties. 4. General Motors leads market share growth; smaller brands lag. 5. Q4 sales expected to slow as tax credits and tariffs impact prices.

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FAQ

Why Bullish?

Strong sales growth could positively affect automotive stocks, benefiting S&P 500 companies.

How important is it?

Rising car sales indicate consumer confidence, impacting broader market sentiment.

Why Short Term?

Sales surge expected to last into Q4 but may slow thereafter.

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