U.S. Autos Expert Panel: Navigating a Shifting Market

In this webinar, CreditSights and leading industry experts examine the shifting dynamics of the US auto sector, focusing on how regulatory, geopolitical, and economic changes are reshaping industry trends, financing conditions, and production outlook. Todd Duvick, Karl Kruppa, Erin Keating, and Joe McCabe discuss slowing loan growth, rising delinquency and financing pressures, and how affordability challenges driven by higher interest rates, insurance costs, and monthly payments are influencing consumer behavior.
The panel also explores shifts toward hybrids over EVs, evolving supply and demand imbalances, and increasing competitive pressures from global players, including China. The session equips investors with a comprehensive view of credit risks, market opportunities, and key structural changes shaping the auto industry.