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Here's why lower car prices are not a relief for consumers

With supply finally catching up to demand, Morgan Stanley's chief auto analyst says deflation may be arriving for new cars.

CHARLOTTE, N.C. — Why are lower car prices not a relief for consumers?

Let's connect the dots.

The pandemic, and supply chain issues, caused folks to pay well over the sticker price just to secure the car or truck they wanted. But with supply finally catching up to demand, Morgan Stanley's chief auto analyst says deflation may be arriving for new cars.

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However, rising inflation now causing new car loans to shoot up. Edmunds data shows it's up nearly 1.5% from a year ago. And the federal reserve is expected to continue raising interest rates. So you can expect the rates for auto loans to continue to rise as well.

That means while overall car prices should fall, monthly car payments might not. Nearly 15% of all new buyers have agreed to monthly loan payments of $1,000 or more.

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