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2024-11-18 17:45:00

ZeroHedge News (RSS Feed) on Nostr: Nearly 40% Of Cars Financed Since 2022 Are Underwater Nearly 40% Of Cars Financed ...

Nearly 40% Of Cars Financed Since 2022 Are Underwater

Nearly 40% Of Cars Financed Since 2022 Are Underwater

The delayed day of reckoning has arrived for millions of Americans who purchased vehicles during the pandemic auto boom. Many are now finding themselves trapped in a shitstorm of negative equity and burdened by costly monthly payments, all while low- and mid-tier consumers face mounting financial strain amid elevated inflation and high interest rates.

Before we dive into the new auto data, let's revisit our latest coverage of the slow-rolling auto crisis:


July 2022: https://www.zerohedge.com/markets/prepare-auto-loan-crisis-delinquencies-begin-rise
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December 2022: https://www.zerohedge.com/markets/perfect-storm-arrives-massive-wave-car-reposessions-and-loan-defaults-trigger-auto-market



January 2023: https://www.zerohedge.com/economics/its-perfect-storm-more-americans-cant-afford-their-car-payments-during-peak-financial



November 2023: https://www.zerohedge.com/markets/americans-panic-search-give-car-back-subprime-auto-loan-delinquency-erupts



February 2024: https://www.zerohedge.com/markets/garbage-deals-dealership-puts-customers-cars-3000-monthly-payments



May 2024: https://www.zerohedge.com/markets/used-car-bear-market-worsens-bad-loans-pile-amid-inflation-storm-rocking-drivers



July 2024: https://www.zerohedge.com/markets/auto-insider-warns-more-americans-fall-behind-auto-payments-repos-soar-23


Bloomberg Intelligence's Joel Levington published a new report Monday, citing new data from CarEdge that showed a staggering 39% of vehicles financed since 2022 carry negative equity, including 46% of EVs ... 


39% of automobiles financed since 2022 have negative equity, including 46% of electric vehicles in the hole in 2024, according to a recent study by CarEdge. The affordability struggle is real, with 60% of loans and 34% of leases over the benchmark levels that consumers seek, based on data from Edmunds and CarEdge. Financially stretched buyers may further weigh on captive finance units and auto asset-backed indexes. The equity cushion at Tesla is notably troubling, while Toyota, GM, Ford and VW have ample flexibility


BI provided clients with a chartpack showing the negative equity storm brewing for Americans will only worsen:

84-Month Auto Loans With 114% Loan-to-Value Scream Risk




60% of Loans, 34% of Leases Over Customer Preference Levels




Tesla Model Y, Hyundai Ioniq 5 and Toyota bz4X Among Most Leased




Audi, Porsche, Mercedes, Polestar and Volvo Among Most Leased




Subprime Loan Delinquencies Near Record Highs




Residual Values Down, Returns Up




Recoveries Plunge as Used Vehicle Values Decline




Median Tesla Loans Have Negative Equity




The Manheim Used Vehicle Value Index has tumbled into a bear market since peaking in early 2022. Falling auto prices and lengthy loan terms for borrowers spell bad news. 




Bankrate data shows that new 60-month auto loans peaked at around 8% (a two-decade high) earlier this year and fell to around 7.29% at the end of October. 




What a mess for consumers with these underwater loans. 

https://cms.zerohedge.com/users/tyler-durden

Mon, 11/18/2024 - 12:45

https://www.zerohedge.com/markets/nearly-40-cars-financed-2022-are-underwater
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