Latest Forecasts Podcast Episodes
September 2023 Market Outlook - global economy, labour market, consumer, global oil supply, US inflation
Market Outlook in conversation - September 14, 2023 06:10 - 28 minutesThe outlook for Australia and the global economy (Chief Economist Bill Evans) Australia’s labour market, strong demand met by supply 6:05min (Economist Ryan Wells) The consumer picture 11:45min (Senior Economist Matthew Hassan) Global oil market dynamics and the Australian CPI 16:00min (Seni...
August 2023 – RBA and growth outlook, inflation's downtrend, employment's resilience, US outlook
Market Outlook in conversation - August 09, 2023 04:31 - 36 minutesMonetary policy and the consumer outlook (Senior Economist Matthew Hassan) A reprieve for GDP: Westpac’s revised 2023 and 2024 forecasts – 6:00min (Senior Economist Andrew Hanlan) Australian inflation: promising signs, but a long road ahead – 13:30min (Senior Economist Justin Smirk) Employme...
90 Seconds with AFS - EV Market Shakeout
AFSVision - July 31, 2023 23:50 - 1 minuteEarly adopters found #electricvehicles to be attractive alternatives to their ICE-powered prestige models, however the new-ness of buying an EV is wearing off. With that comes the need to compete for buyers. Despite #elonmusk ’s belief that the only limit to Tesla sales growth was pricing, t...
90 Seconds with AFS - Rolls-Royce Spectre
AFSVision - July 10, 2023 16:00 - 1 minuteFew brands will hit their pure electric targets as they need to convert hundreds of thousands of buyers to the idea that an EV perfectly replaces their current model. Rolls-Royce, however only needs to find a few thousand buyers, and the appeal of an all-electric Rolls-Royce is obvious. Claimed ...
90 Seconds with AFS - Internet Rumors
AFSVision - July 06, 2023 11:48 - 1 minuteInternet rumors are a terrible source of information on the automotive industry. Here are a few that you need to avoid. The Ford Taurus - Clean Tech Yes, there is a new Ford Taurus coming and no it’s not coming to North America. With the dramatic decline in the sales of sedans in the United Stat...
June 2023 - RBA Outlook, Inflation and related risks, Australian consumers, US, growth outlook
Market Outlook in conversation - June 19, 2023 22:58 - 29 minutesViews from offshore and the RBA outlook (Chief Economist Bill Evans) The sustainability of the labour market’s historic strength 9:40min (Economist Ryan Wells) Australian consumers, a tough road ahead 16:00min (Senior Economist Matthew Hassan) The evolution of risks for the US economy 23:00 ...
90 Seconds with AFS - Internal Combustion Engine Future
AFSVision - June 19, 2023 16:40 - 1 minuteObituaries for the internal combustion engine are premature. Tighter emissions regulations have increased the demand for electric vehicles and better emissions controls make new gas engines amazingly clean. Despite that, the 1.5 billion vehicles on the road around the world still generate 12% of...
90 Seconds with AFS - May 2023 U.S., Canada, Mexico Light Vehicle Sales
AFSVision - June 12, 2023 19:09 - 1 minuteMay ended with strong light vehicle sales in the U.S. approximately 3.5% better than expected. Improving on last May by 22.7%, the market was propelled by huge gains from Mazda and Honda with Subaru also beating the market average. All reporting brands, except for Lincoln, showed year-over-year ...
90 Seconds with AFS - Lucid Motors
AFSVision - June 05, 2023 20:36 - 1 minuteOriginally known as Atieva, Lucid Motors was founded in 2007 in California. In 2021, Atieva merged with the SPAC Churchill, changing its name to Lucid, and raising US$4.4 billion. Lucid is headed by Peter Rawlinson who came from Tesla. Alongside the CEO is an executive team with years of automot...
90 Seconds with AFS - North American Competitiveness
AFSVision - May 29, 2023 16:30 - 1 minuteOn May 25, twenty-seven Senators addressed the U.S. Environmental Protection Agency about the current push for tighter emissions. The letter to Administrator Regan asked for the EPA to “withdraw two recent proposals to regulate tailpipe greenhouse gas emissions” because “these proposals effectiv...
90 Seconds with AFS - 2023 UAW and Unifor Contracts
AFSVision - May 22, 2023 15:35 - 1 minuteRising public support for unions and the current level of inflation will be in favor of the UAW and Unifor as negotiations begin in September. Profit at the automakers is always a balancing act between keeping stockholders happy and not making too much money where the workers believe they’re...
90 Seconds - April 2023 Americas Light Vehicle Sales
AFSVision - May 15, 2023 13:19 - 1 minuteLight vehicle sales in the U.S. have been just as expected this year and continues the pace toward a year-end target of 14.77 million cars and light trucks. The estimated 2.7% growth in the Canadian market in April is on-par with the trend toward a 1.64-million-unit year. The continued recovery ...
90 Seconds with AFS: MG and its Global Expansion
AFSVision - May 08, 2023 19:42 - 1 minuteAs the automotive industry in China began to blossom about two decades ago, domestic manufacturers looking to export needed marketable names. The quickest way to do this was to acquire an established brand and polish it for new life. Brands like Geely’s Volvo have worked while names like Borgwar...
90 Seconds with AFS: EVs and the Inflation Reduction Act
AFSVision - May 01, 2023 13:15 - 1 minuteThe U.S. Treasury Department issued a revised list of electric and electrified vehicles that would qualify for up to $7,500 in tax credits for vehicles purchased on or after April 18th, 2023, under the terms of the Inflation Reduction Act (IRA). Passed in August of 2022, the IRA requires that ma...
90 Seconds with AFS - 2023 Shanghai Auto Show
AFSVision - April 24, 2023 14:36 - 1 minuteWhile car shows around the world are downsizing, the Shanghai International Automobile Industry Exhibition is rising as one of the more important places for automakers to introduce new products. This year’s event not only showed off new vehicles for the local market, but also provided the backdr...
90 Seconds with AFS - First Quarter North American Sales
AFSVision - April 18, 2023 18:00 - 1 minuteAutoForecast Solutions sales forecast for North America has been updated including changes to the U.S., Canada, and Mexico regional outlooks. For the YouTube video: https://www.youtube.com/watch?v=sDMr-keq-0E Find out how AFS can work for you: www.autoforecastsolutions.com Joe McCabe: jmcc...
90 Seconds with AFS - Rivian
AFSVision - April 18, 2023 16:00 - 1 minuteRivian has been the darling of Electric Vehicle startups until very recently. Slow ramp up of the Rivian R1T pickup and Rivian R1S SUV have not helped. Here's the AFS analysis of where the electric truck maker stands today. For the YouTube video: https://www.youtube.com/watch?v=zpeDghllDJo F...
90 Seconds with AFS - March 2023 Europe Sales
AFSVision - April 17, 2023 16:00 - 1 minuteLight Vehicle sales in the United Kingdom and European Union are struggling to recover from the market crash over the last few years, but better days are ahead. For the YouTube video: https://www.youtube.com/watch?v=_uGc_qT3pV8 Find out how AFS can work for you: www.autoforecastsolutions.co...
90 Seconds with AFS - US Sales February 2023
AFSVision - April 16, 2023 16:00 - 1 minuteLight Vehicle sales in the United States were close to expectations in February, leaving the AutoForecast Solutions sales forecast unchanged. That doesn't mean there aren't interesting changes within those numbers. For the YouTube video: https://www.youtube.com/watch?v=iKmgdJ7ndeY Find out h...
90 Seconds with AFS - Faraday Future
AFSVision - April 15, 2023 16:00 - 1 minuteFaraday Future has been promising their luxurious FF91 for years and here's a little background on the EV startup. For the YouTube video: https://www.youtube.com/watch?v=shhYU02_uD4 Find out how AFS can work for you: www.autoforecastsolutions.com Joe McCabe: [email protected]...
90 Seconds with AFS - Canoo
AFSVision - April 14, 2023 16:00 - 1 minuteElectric vehicle startups are everywhere, and AutoForecast Solutions can provide answers about them. Here we briefly outline where Canoo stands in the automotive market. For the YouTube video: https://www.youtube.com/watch?v=NwZbIUp8fow Find out how AFS can work for you: www.autoforecastsolut...
90 Seconds with AFS - Canadian International Auto Show
AFSVision - April 13, 2023 16:00 - 1 minuteElectric vehicles from Chevrolet, Buick, GMC, Hyundai, Kia, Toyota, Lexus, and Vinfast joined the APMA's Project Arrow at the 2023 Canadian International Auto Show (CIAS) in Toronto. For the YouTube video: https://www.youtube.com/watch?v=va1wOdtFMYM Find out how AFS can work for you: www.aut...
90 Seconds with AFS - Jan 2023 North American Sales
AFSVision - April 12, 2023 16:00 - 1 minuteLight Vehicle sales in the United States, Canada, and Mexico were close to expectations requiring only a slight change to the forecast for North America. For the YouTube video: https://www.youtube.com/watch?v=dQTZQiOTuKc Find out how AFS can work for you: www.autoforecastsolutions.com Joe ...
90 Seconds with AFS - New York International Auto Show 2023
AFSVision - April 11, 2023 17:13 - 1 minuteAutoForecast Solutions previews the 2023 New York International Auto Show (NYIAS) which showcases the Ram 1500 REV, Hyundai Niro, Kia EV6, Toyota Prius Prime, Jeep Wrangler, Subaru Crosstrek Wilderness, Chevrolet Trax, Koenigsegg Gemera among many others. For the YouTube video: https://www.yo...
90 Seconds with AFS - Excess Capacity
AFSVision - April 11, 2023 15:07 - 1 minuteExcess capacity in the automotive industry has been a growing problem as supply continues to outpace demand. Electric vehicles only make this worse. For the YouTube video: https://www.youtube.com/watch?v=APih1HB0rQI&t=3s Find out how AFS can work for you: www.autoforecastsolutions.com Joe ...
February 2023 – RBA outlook, inflation and interest rates, US, wages
Market Outlook in conversation - February 15, 2023 02:47 - 30 minutesInflation uncertainty, the path of policy and the implications for consumer spending (Senior Economist Matthew Hassan) US disinflation: promising but not yet definitive 6:54 min (Senior Economist Elliot Clarke) Australian businesses resilience 14:20min (Economist Ryan Wells) Inflation’s evol...
December 2022 - big picture view, contractionary policy, household spending, inflation outlook
Market Outlook in conversation - December 15, 2022 05:33 - 30 minutesRecent data has highlighted the tension between the Australian economy’s robust current momentum and the sharp deterioration expected in 2023. We would like to wish all our listeners a Merry Christmas. Market Outlook in conversation will return in February 2023.
November 2022 - RBA outlook, Consumer Sentiment, Australia inflation, FOMC
Market Outlook in conversation - November 08, 2022 03:40 - 31 minutesNovember’s key themes include: The RBA outlook: implications for the Australian economy, sentiment and markets (Chief Economist Bill Evans) Australian consumers under pressure from interest rates and inflation 7:50min (Senior Economist Matthew Hassan) Clouds gather on the horizon for Australi...
October 2022 - RBA Outlook, inflation and interest rates, global oil supply & demand, the us interest rate cycle
Market Outlook in conversation - October 13, 2022 03:09 - 26 minutesOctober’s key themes include: The RBA outlook: implications for the Australian economy and markets (Chief Economist Bill Evans) Gauging the sensitivity of Australian households to inflation and rates 8:18min (Senior Economist Matthew Hassan) Global oil supply and demand 16:18min (Senior Econo...
September 2022 - RBA rate hike cycle, housing spring selling season, commodities and FOMC
Market Outlook in conversation - September 15, 2022 08:39 - 28 minutesSeptember’s key themes include: The timing and implications of the 2022/23 RBA rate hike cycle (Chief Economist Bill Evans) Business conditions and the investment outlook 8:30min (Senior Economist Andrew Hanlan) Housing’s spring selling season 13:50min (Senior Economist Matthew Hassan) Commo...
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