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US Total Vehicle Sales fell to 16M in September 2026, released October 2026, down 0.8M from August's 16.8M reading. The reading matched the 16.6M consensus. Total Vehicle Sales has now declined for 3 consecutive months. Over the past 3 months, Total Vehicle Sales averaged 20.45M, vs 16.2M in the prior 3-month window. The reading is in the 39th percentile of the trailing 24-month range.
across last 12 releases
Oct 2026
Sigmacast Σ-direction model: consensus + ½ × mean(surprise, trailing 90d).
| Symbol | Direction | Correlation | Asset Class | Co-movement | Action |
|---|---|---|---|---|---|
| MSFT | ▲ Direct | +0.83 | STOCKS | Moves with | → View |
| GOOGL | ▲ Direct | +0.76 | STOCKS | Moves with | → View |
| S&P 500 | ▲ Direct | +0.69 | INDEX | Moves with | → View |
| USD/JPY | ▼ Inverse | −0.42 | FOREX | Moves against | → View |
| AUD/USD | ▼ Inverse | −0.25 | FOREX | Moves against | → View |
Correlation based on 12-month rolling window. Click any symbol to view its Sigmanomics forecast page.
Total Vehicle Sales (United States) was reported at 16.00 million in October 2026. This missed the market consensus of 16.60 million by 0.60 million. The reading fell from the previous value of 16.80 million. Trailing 12-month context per ETL data through October 2026. Over the past 12 months, the indicator has averaged 16.64 million, ranging from 14.90 million to 24.10 million across 12 releases.
The indicator has been trending downward over the last three releases. The trailing three releases averaged 18.97 million, up from the prior three at 16.30 million. Volatility over the past year (σ 2.30 million) is higher than the prior year (σ 0.63 million). In October readings over the past 3 years, Total Vehicle Sales has averaged 16.07 million.
Historically, this indicator is positively correlated with MSFT (Bullish MSFT). A secondary relationship exists with GOOGL, positively correlated (Bullish GOOGL). Over the last 12 releases, the Sigmacast model's median absolute error is 0.70 million.
The next release is scheduled for November 3, 2026. Same-country events in the next 14 days include Chicago Fed National Activity Index (Oct 26) and Dallas Fed Manufacturing Index (Oct 26).
Auto-generated from current model state · Refreshes on each release · Last update October 2026.
Total Vehicle Sales is a financial indicator that measures the total number of vehicles sold within a specific time period. It is a key metric used to assess the health of the automotive industry and consumer spending. This indicator provides valuable insights into the demand for new vehicles and can be used by investors, economists, and businesses to make informed decisions.
This release contributes to the broader macro picture used by cross-asset investors for positioning and risk management. The release is more useful as part of a longer-run signal than as a single-print catalyst. Released monthly.
Latest reading (Sep 2026): actual 16 M, consensus 16.6 M. Prior reading (Aug 2026): 16.8 M. Before that (Jul 2026): 24.1 M.
Sigmacast's 1-month forecast points to a similar reading versus the latest print, with the 3-month outlook reinforcing that direction. Both horizons are aligned bearish for this indicator, suggesting a consistent trend signal. Trend-driven dynamics are the primary headwind in the current projection. This indicator correlates most strongly with MSFT (Bullish MSFT, r=0.83) — a useful reference for stocks-focused traders.
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| Friday, October 23, 2026 | Actual | Previous | Consensus | Sigmanomics Rolling-Surprise Forecast | Impact | ||
|---|---|---|---|---|---|---|---|
| 13:45 | S&P Global Composite PMI | 57.6 | 58.4 | 57.6 | 57.60 | Medium | |
| 13:45 | S&P Global Manufacturing PMI | 56 | 55.9 | 55.5 | 55.75 | Medium | |
| 13:45 | S&P Global Services PMI | 57.9 | 58.8 | 58 | 57.95 | Medium | |
| 14:00 | Michigan Consumer Sentiment | 48 | 48.1 | 46.3 | 47.15 | High | |
| 14:00 | Michigan Current Conditions | 46.7 | 50.9 | 44.7 | 45.70 | Low | |
| 14:00 | Michigan Consumer Expectations | 48.8 | 46.3 | 47.3 | 48.05 | Low | |
| 14:00 | Michigan 5 Year Inflation Expectations | 3.5 | 3.4 | 3.5 | 3.50 | Low | |
| 14:00 | Michigan 1 Year Inflation Expectations | 4.7 | 4.6 | 4.7 | 4.70 | Low | |
| Monday, October 26, 2026 | Actual | Previous | Consensus | Sigmanomics Rolling-Surprise Forecast | Impact | ||
| 12:30 | Chicago Fed National Activity Index | -0.04 | -0.1 | -0.10 | Medium | ||
| 14:30 | Dallas Fed Manufacturing Index | 9.8 | 7 | 8.15 | Medium | ||
| 15:30 | 3-Month Bill Auction | 4.095 | 4.009 | 4.01 | Low | ||
| Tuesday, October 27, 2026 | Actual | Previous | Consensus | Sigmanomics Rolling-Surprise Forecast | Impact | ||
| 12:00 | Building Permits MoM | -2.1 | -0.7 | -0.70 | Medium | ||
| 12:00 | Building Permits | 1.403 | 1.39 | 1.39 | Low | ||
| 12:30 | Non Defense Goods Orders Ex Air | 1.6 | 0.4 | 0.45 | Low | ||
| 12:30 | Durable Goods Orders Ex Defense MoM | 0.1 | 0 | -0.85 | High | ||
| 12:30 | Durable Goods Orders MoM | 0.2 | 0.6 | -0.50 | High | ||
| 12:30 | Durable Goods Orders Ex Transp MoM | 0.3 | 0.6 | 0.50 | High | ||
| 13:00 | S&P/Case-Shiller Home Price YoY | 2.5 | 2.6 | 2.75 | Medium | ||
| 13:00 | House Price Index | 443.5 | 444.4 | 444.90 | Low | ||
| 13:00 | House Price Index YoY | 2.6 | 2.1 | 2.30 | Low | ||
| 13:00 | House Price Index MoM | 0.3 | 0.2 | 0.25 | Low | ||
| 13:00 | S&P/Case-Shiller Home Price MoM | 0 | -0.1 | 0.05 | Low | ||
| 14:00 | Richmond Fed Manufacturing Index | -2 | -3 | -5.50 | Low | ||
| 14:00 | Richmond Fed Services Index | 0 | -2 | -2.50 | Low | ||
| 14:00 | Richmond Fed Manufacturing Shipments Index | -5 | -7 | -4.00 | Low | ||
| 14:00 | New Home Sales | 0.684 | 0.66 | 0.66 | High | ||
| 14:00 | CB Consumer Confidence | 81.9 | 80.5 | 79.70 | Medium | ||
| 14:00 | New Home Sales MoM | 6.4 | -3.5 | -3.50 | High | ||
| 14:30 | Dallas Fed Services Revenues Index | -0.9 | -2 | -1.25 | Low | ||
| 14:30 | Dallas Fed Services Index | -1.8 | -3 | -0.70 | Low | ||
| 17:00 | Money Supply | 23.34 | 23.4 | 23.57 | Low | ||
| Wednesday, October 28, 2026 | Actual | Previous | Consensus | Sigmanomics Rolling-Surprise Forecast | Impact | ||
| 12:30 | Wholesale Inventories MoM | 0.5 | 0.3 | 0.35 | Medium | ||
| 12:30 | Retail Inventories Ex Autos MoM | 0 | -0.1 | -0.35 | Medium | ||
| 12:30 | Goods Trade Balance | -132.1 | -128.7 | -129.30 | High | ||
| 18:00 | Fed Interest Rate Decision | 4 | 4 | 4.00 | High | ||