Traders are monitoring Fed minutes closely as rate-sensitive "new SUV finance" stocks show correlation with Treasury yields. A stable rate environment could unlock further SUV loan expansion, translating into higher dividend coverage ratios for major listed lenders. Michelle, who used to work as a nurse, receives $21,000 a year from long-term disability insurance. Meanwhile, her husband makes $101,000 a year and, aside from their other debts, the couple owes $315,000 on their mortgage. Tariffs have impacted Polestar more than most European automakers because the majority of its cars are produced in China, either by Volvo Cars or Geely. Seasonal Chinese SUV export growth to the US is feeding into "new SUV finance" company loan volumes. Analysts forecast an uptick in cross-border financing services, widening revenue channels for diversified lenders.
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