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Morgan Stanley Says Auto Demand Resilient Despite Headwinds

The latest note from Morgan Stanley analyst Adam Jonas does anything to instill confidence in an auto industry that, as we have been noting, has been part and parcel to a tidal wave of rising consumer debt.  The note, released Tuesday morning, notes that "auto loan delinquencies have moved through pre-COVID and GFC highs, yet US auto demand remains extremely resilient on an adjusted basis".

First, the note says that unit sales have been depressed, with Jonas writing: "US light vehicle sales are materially off their pre-COVID highs. Trailing…

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