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Outlook Q4 2021 The New and Used Vehicle Market: What are the Questions?

Executive Summary

Paul McCarthy’s presentation provides an economist’s perspective on demand, supply, and the connection between new and used vehicles gleaned from over 25 years of modeling at Ford and Ford Credit. He will make a case for an alternative perspective on leasing and used vehicle price dynamics, and highlight the importance of financing conditions on vehicle demand. His overall framework will help in understanding recent developments, while also shedding light on how the market may evolve with the rollout of electric vehicles.








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