Anecdotally I drove past the Port of Newark today and it looked...

Anecdotally I drove past the Port of Newark today and it looked like a sea of vehicles coming into the country. Meanwhile auto loans are at record delinquency. Where are all the cars coming from? I assume Europe if they are coming in through Newark? Must be headed for dealerships for the holiday season. The existing fleet of US autos aging rapidly and need to be replaced so people can get to work in a return to office trend. Fed assumed to be at or near a holding point and affordability of everything is stretched including autos and housing with carry costs. Economy is still turning over with US dollar strong cortesy of high interest rates. US presidential race about to get going in earnest. Janet Yellen previous visits to China? Put it all together and what do you get? Do you see worldwide reflation lead by auto industries around the world and consumer lead purchases of replacement of auto fleets in countries around the world combined with lower interest rates? And where does Malaysia sit in all that with announced intent for Tesla production and to be a leader in EV’s in Southeast Asia? Amanda is coy indeed!